Financial Services Firms Expand Salesforce Usage and Adoption with Event Monitoring
Customer success and data security go hand in hand at United Capital. The financial life management firm works with independent firms that subscribe to their solutions. In the middle of this is an exchange of client information, all of which is housed across various Salesforce applications. In order to provide cutting edge customer service while securing this sensitive information, United Capital needed insight into their user’s activities.
Find out how United Capital leverages event monitoring to ensure advisers and their clients a seamless customer experience and peace of mind that their information is secure.
On this FairWarning Executive Series Webinar you will learn about:
Gaining visibility into who is accessing what information within any of your Salesforce applications, including monitoring for exports of data or failed log in attempts
Visualizing your log files with easy-to-read dashboards while receiving proactive alerting to respond quickly to incidents
How organizations are saving time by reducing how long it takes to Extract, Transform and Load (ETL) log files
Satisfying regulatory requirements such as FINRA, HIPAA, PCI, FFIEC, the NY State Cybersecurity Rule, and FCA with one platform
About the Speakers
Chad P. Brouillard
Foster & Eldridge, LLP
Chad P. Brouillard, JD, MA is a trial and appellate lawyer practicing medical liability defense and healthcare law. He is a graduate of the St. John University’s School of Law in New York, Boston College (MA) and the University of Massachusetts (BA). He is an international speaker on liability issues pertaining to electronic health records, healthcare ediscovery and mHealth (mobile).
In 2012-2013, he has testified before the U.S. HHS Office of the National Coordinator (ONC) on three occasions as a content expert on EHRs, mHealth and medical liability concerns. For several years, Mr. Brouillard has been a speaker on “EHR Ediscovery” and “EHRs & Litigation” at the American Bar Association’s E-Discovery and Information Governance National Institute Annual Meetings in New York and Tampa, Florida. Mr. Brouillard authored the articles,”Emerging Trends in Electronic Health Record Liability,” “Continuing Trends in Electronic Health Record Liability,” “mHealth in the era of BYOD.” and “The Impact of E-Discovery on Healthcare Litigation” for the Defense Research Institute’s national magazine, For the Defense among many other publications.
Present areas of practice include Medical Malpractice Defense, Healthcare Law, Healthcare e-Discovery, Healthcare Data Breach Response, Healthcare Technology and Representation of Medical Professionals before State Licensing Agencies. He has provided consulting services for the federal government, insurance companies, IPAs, ACOS, medical office practices and others pertaining to electronic health records, mobile health, ediscovery, healthcare technology, HIPAA Compliance and data breach response.
Nicholas Heesters, JD, CIPP
Health Information Privacy & Security Specialist
U.S. Department of Health and Human Services, Office for Civil Rights
Nicholas Heesters is a certified information privacy professional with over 25 years of experience supporting technology and information security efforts in many diverse industries including financial services, government, defense, education and healthcare.
Mr. Heesters earned his Bachelor of Science in Computer Science from the University of Delaware, his Master of Engineering in Computer and Software Engineering from Widener University, and his Juris Doctor from the Widener University School of Law. Currently, Mr. Heesters works for the U.S. Department of Health and Human Services Office for Civil Rights supporting HIPAA compliance and enforcement activities.
Kurt J. Long
CEO and Founder
Kurt Long is the Founder and CEO of FairWarning, a global leader in application security intelligence solutions. FairWarning protects patient information in Electronic Health Records for over 8,500 hospitals and clinics around the world as well as confidential information in financial services companies with over $ 350 Billion assets.
Kurt holds multiple patents around the world related to information security. He has also been involved in the founding of several information security companies that have become public or acquired. Mr. Long is a recognized thought leader in information security, privacy and compliance, and has been featured in dozens of articles, published multiple papers, and has been called on to provide expert testimony before governments in the U.S. and Europe.