Ebook

Salesforce Data Lifecycle for Financial Services Companies:How to secure your data to reduce risks, improve performance, and maintain compliance

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Financial Services organizations are increasingly leveraging Salesforce for much more than just customer relationship management - they are utilizing Salesforce Financial Services Cloud and its related systems like Vlocity, nCino, Creativemass, Cloud Lending and others for mission-critical transactions and processes. Not only does this associated data have a high degree of complexity, it also must be secure, agile, and compliant with regulations.

 

Financial Services can secure and maximize their use of all of this complex data using the right tools and practices. This E-Book shows Salesforce architects and product owners at financial services institutions how they can apply the foundational principles of data management to reduce risks, improve performance, and comply with regulations—all while delivering on the promise of Salesforce.


Data success starts here

The Odaseva platform is designed to help large-scale Salesforce customers excel at all three disciplines of Salesforce data management.

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Learn how to secure your data to reduce risks, improve performance, and maintain compliance