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Finance / Wealth verified Verified Outcome TRL 9

Field-Level Encryption (Shield)

domain Client: A leading wealth management firm handshake Provider: Salesforce Shield schedule Deploy: Q2 2019 (Scale)
93 Impact
Enterprise Ready
Evidence Score: 5/10
Strength: High

Executive Summary

ANALYST: COI RESEARCH

To move advisor workflows to the cloud while protecting high-net-worth client data, the firm implemented Platform Encryption. This allows specific sensitive fields (e.g., Net Worth, Account Numbers) to be encrypted at the database level, meaning even the SaaS vendor's DBAs cannot see the plaintext data.

rate_review Analyst Verdict

"Trust but verify. For wealth managers, client secrecy is paramount. Platform encryption allows them to use the features of SaaS (search, workflow) while maintaining the security posture of an on-premise vault."

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Full Audit Report Available Includes Risk Register, Technical Specs & Compliance Data.

warning The Challenge

Advisors wanted mobile access to CRM data to serve clients better. However, storing unencrypted billionaire client data in a multi-tenant public cloud was a non-starter for the risk committee.

psychology The Solution

Deployed Salesforce Shield Platform Encryption. Selected ~50 sensitive fields for encryption. Configured 'Bring Your Own Key' (BYOK) so the firm manages the encryption lifecycle, not the vendor. Policy rules restrict export privileges.

settings_suggest Technical & Deployment Specs

Integrations
Salesforce
Deployment Model
SaaS
Data Classification
MNPI (Material Non-Public Info)
Estimated TCO / ROI
Medium
POC Summary (2018-01-01 to 2019-01-01)

"N/A"

shield Risk Register & Mitigation

Risk Factor Severity Mitigation Strategy
Functionality Loss Medium Some sorting/filtering functions disabled on encrypted fields.
Key Management High Robust HSM (Hardware Security Module) backend.

trending_up Impact Trajectory

Audited value realization curve

Encryption of critical PII/Financial fields Verified Outcome
Primary KPIAdoption by >10,000 advisors
Audit CyclePassage of third-party security audit

policy Compliance & Gov

  • Standards: FINRA, SEC Reg S-P
  • Maturity (TRL): 9
  • Evidence Score: 5/10
  • Data Class: MNPI (Material Non-Public Info)

folder_shared Verified Assets

description
Verified Case Study
PDF • Version 1
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Technical Audit
PDF • Audited
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The "Blind Verification" Protocol

How we verified these outcomes for A leading wealth management firm without exposing sensitive IP or identities.

Private
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1. Raw Evidence

Audit ID: #PRIV-885
Evidence: Direct SQL Logs
Public
public

2. Verified Asset

Outcome: Verified
Ref ID: #COI-885

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