Financial Services Expand Salesforce Usage with Event Monitoring

 

FairWarning Executive Series Webinar

Financial Services Firms Expand Compliance

and Adoption with Salesforce Event Monitoring

As a financial services firm facing exponential growth, United Capital must also meet regulatory compliance for the SEC and the NY State Cybersecurity Rule, among others. By investing in FairWarning they have also invested in a partner that strategically helps them protect their most sensitive data.

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Executive Summary

In 2017, United Capital is a top financial services firm and a Salesforce Financial Cloud poster child, founded on the idea of taking a more “human approach” to financial investment.

Over the past 10 years, United Capital has experienced exponential growth, and chose Salesforce as the central point of their infrastructure ecosystem.

With growth, came need to understand employee and customer activity within Salesforce to meet regulatory compliance.

United Capital uses Salesforce Event Monitoring and FairWarning for Salesforce to:

  • Manage growth and help satisfy regulatory compliance with SEC, NY State Cybersecurity Rule, and ISO 27000.

  • Turn event monitoring logs into business intelligence to easily understand who is accessing what client data.

  • Redefine the customer experience they offer to their clients by protectively detecting actionable insights.

“FairWarning is very powerful because we don’t have to rely on one or two people who are able to read and use the logging tools. Now the whole department can look at the insights FairWarning gives in the business intelligence layer.” — Brandon Gage, SVP of Technology at United Capital

In this webinar you will learn how to:

  • Position you for compliance with privacy and security regulations around the world such as FINRA, HIPAA, PCI, FFIEC, NY State Cybersecurity Rule, GDPR and FCA

  • Grow confidence in storing sensitive information into Salesforce

  • Save time in reading event logs and turning your Salesforce Event Monitoring into actionable insights

  • Gain peace of mind data security and full access knowing you have controls in place monitoring your sensitive information within Salesforce

Webinar Speakers

Brandon Gage
SVP of Technology
United Capital

Mike Mason
Sr. Product Marketing Manager
FairWarning, Inc.

2017-12-11T20:06:09+00:00