Financial Services Firm Expands Salesforce Usage, Security with Event Monitoring

October 26, 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 the 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 guidelines, the NY State Cybersecurity Rule, and ISO 27001.

  • Transform Event Monitoring logs into business intelligence to easily understand who is accessing which client data.

  • Redefine the customer experience they offer to their clients by protectively detecting access violations and delivering 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:
  • Comply with key privacy and security regulations around the world, such as FINRA, HIPAA, PCI, FFIEC, the NY State Cybersecurity Rule, GDPR and FCA.

  • Confidently store sensitive information into Salesforce

  • Save time and turn your complex audit logs into actionable insights

  • Gain peace of mind knowing you have controls in place to monitor your sensitive Salesforce information 

 
 
 
 
 
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Healthcare Organizations Secure Sensitive Data and Expand Regulatory Compliance with Salesforce Event Monitoring
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