Jefferson National Implements Internal Data Security Protocol to Secure Salesforce Data

March 5, 2019

In need of protecting valuable Salesforce data, Jefferson National implements internal data security using FairWarning.

The Challenge

Concerned about the security of the data in their Salesforce org, Jefferson National was looking for a way to monitor access.

Jefferson National, an innovator of tax-deferred investing solutions, is a trusted partner to a network of 4,000 advisors by helping them better serve their clients to achieve their financial goals. With the U.S. Department of Labor steering more advisors their way, it was time for the company to focus on securing their Salesforce data.

Before finding a solution it was happy with, Jefferson National was using a product that was too tech-heavy, creating difficulty for the small firm to successfully implement the product. The company looked to FairWarning for a product that worked right out of the box, minimizing the need to call on their IT department for additional resources.

Since then, Jefferson National has been able to focus on its mission with the peace of mind that it is in compliance with internal data security policies. With FairWarning’s easy to use application, it’s able to efficiently monitor data exports and streamline investigations.

The Results

  • Efficiently monitored data exports
  • Complied with internal data security policies
  • Streamlined investigations
  • Gained valuable peace of mind
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