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)



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

Schedule A Meeting


  • 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