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Decoding Salesforce Financial Services Cloud with Shell Black
In this conversation, Shell Black shares his extensive journey in the Salesforce ecosystem, highlighting the evolution of Financial Services Cloud and the importance of specialization in consulting.
He discusses the challenges faced by smaller Registered Investment Advisors (RIAs) and the growing significance of AI in wealth management.
Shell emphasizes the need for effective people selection in leadership and the value of community connections fostered through events like Dreamforce.
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In this conversation, Shell Black shares his extensive journey in the Salesforce ecosystem, highlighting the evolution of Financial Services Cloud and the importance of specialization in consulting.
He discusses the challenges faced by smaller Registered Investment Advisors (RIAs) and the growing significance of AI in wealth management.
Shell emphasizes the need for effective people selection in leadership and the value of community connections fostered through events like Dreamforce.