Case Study: a UK-based private wealth management firm strengthens Salesforce security and compliance with Toptal

UK-based Private Wealth Management Firm strengthens Salesforce security with Toptal, securing $4M platform

A UK-based private wealth management firm needed an independent security assessment for its client-facing Salesforce platform to identify vulnerabilities and protect sensitive financial data. They partnered with Toptal for its vulnerability assessment and security consulting services.

Toptal conducted a comprehensive manual security audit, uncovering issues missed by automated scans, and provided a prioritized remediation roadmap. The firm gained greater security visibility and implemented a new CI/CD process from Toptal for stronger development controls and a more structured, version-controlled workflow.