A Registered Investment Advisor protects sensitive data through enhanced encryption and delivers outstanding customer experience by monitoring App and Data

 

About the Client

Client is a large independent RIA (Registered Investment Advisor)

 

Solution

Salesforce Shield implementation enhances
Data Security, Transparency, Compliance, and Governance across all enterprise apps by enabling Monitoring of App and Data, Encrypting sensitive data and automating security policies

Benefits

  • Security enhancement strengthened client’s data privacy and confidentiality – fulfilled regulatory compliance
  • Dashboards allowed client to monitor all events closely

Salesforce: Sales Cloud

Technologies: Shield implementation, Security enhancement