Seniors Money – Salesforce Shield

Posted by: Harry Barton
Category: Case Studies, Financial Services, Shield

Project Details

  • Region: Ireland
  • Industry: Finance
  • Size of company: 25 employees
  • Website: Seniors Money

About the customer

Spry Finance is part of the Irish-owned Seniors Money International group with over fifteen years of experience with providing Lifetime Loans to customers across the globe, including Ireland, Spain, Australia and New Zealand. It is the only provider of Equity Release Lifetime Loans for people over the age of 60 in Ireland.

Business Requirement and Customer Challenges

The purpose of the project was to install Salesforce Shield to ensure their data is protected from potential online threats. Shield would encrypt the data at rest and also notify Seniors Money if there are any unwanted data extracts so they could pinpoint where and how these take place.

Business Requirements included:

  • Creating Data Detect policies
  • Encrypting fields
  • Creating Transaction Security Policies

Products implemented

Ignyto implemented the following Salesforce Shield Solutions for Seniors Money:

  • Event Monitoring 
  • Platform Encryption
  • Field Audit Trail
  • Data Detect

Results

  • Salesforce Shield successfully implemented
  • Sensitive data encrypted to increase security
  • Data Detect policies created to ensure secure and accurate data
  • Event Monitoring policies created to notify the company of any unwanted data extractions

Length of Project (Days)

5

Quote from the customer

Excellent communication from Ignyto throughout the Project. Regular calls and updates from Ignyto made progress reporting and internal planning a lot easier on our side.

Contact us today to discuss how one of our Ignyto specialists can help your business implement Salesforce