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Same data the matching engine scores — product depth, delivery experience, documented outcomes, coverage.

PartnerShellBlack

US Salesforce consultancy focused on financial services — wealth management, banks and credit unions — with proprietary FSC accelerators; 50+ team members across the United States (self-published).

Product depth
  • Financial Services Cloud(1-2 projects)
  • Sales Cloud(1-2 projects)
  • Service Cloud(1-2 projects)
  • Experience Cloud(1-2 projects)
  • Agentforce/Einstein AI(1-2 projects)
  • Marketing Cloud(1-2 projects)
Project types
  • New implementation(3+ delivered)
  • Training & enablement(3+ delivered)
  • Data migration(3+ delivered)
  • Custom development (Apex/LWC)(3+ delivered)
  • Integration(3+ delivered)
  • Managed services / support(3+ delivered)
Best documented outcomeTrained hundreds of bank employees across a five-week role-based programme, then embedded adoption with open office-hour
Documented outcomes1
IndustriesBanking & financial services, Insurance, Wealth / superannuation
RegionsNorth America
Capacity windowopen
Rescue experiencenone published
Sources2 published pages, source-linked on profile

Grades: A = quantified, recent · B = quantified, scope-only · C = specific, unmeasured · D = thin or stale. Assigned by our research team, not self-reported.