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: CRM Analytics, Service Cloud
Technologies: SAQL