Case Study: Jefferson National achieves Salesforce data security and compliance with FairWarning

FairWarning Empowers Jefferson National to Secure their Salesforce Data

Jefferson National, a provider of tax‑deferred investing solutions for RIAs and fee‑based advisors, needed to secure sensitive customer data in their Salesforce org. As a small firm with limited IT resources, they found prior tools too code‑heavy and sought an out‑of‑the‑box monitoring solution that could be turned on quickly to track who accessed and exported data.

They implemented FairWarning for Salesforce, which converts Salesforce event monitoring files into human‑readable reports so compliance and business users can see who did what, when, where and how often. The fast deployment gave Jefferson National efficient export monitoring, better alignment with internal data policies, streamlined investigations led by their Chief Compliance Officer, and—most importantly—greater peace of mind.

Jefferson National

Amy Mattingly

Director of Territory Consultants