Leader in FinTech Payments
Ensures compliance by owning their FINRA/WORM-compliant data store that enables 360°Customer Support
Leader in FinTech Payments
Financial Services
Customer Story
Company profile
Leader in financial services, merchant services aggregator, and mobile payments offers secure payment products and sales solutions for customers and businesses (SMB to Enterprises).
Industry
Financial Services
Specialties
Credit Card Payments Hardware, Software, and Services; Mobile Payment Application
Company size
1,001-5,000 employees
Tech stack
Salesforce Platform
Sales Cloud
Service Cloud
Amazon S3
Business case
The leader in FinTech Payments needed to ensure that new customer support features in their latest app release were FINRA/WORM-compliant.
Technical needs
- Archive customer SMS & email interactions
- FINRA/WORM compliance
- Flexible data access across multiple systems
Key outcomes
- Improved application performance
- Met FINRA compliance with WORM data facility
- 360° Customer Support
The challenge: before GRAX
Customer support interactions in Service Cloud needed to be FINRA compliant, which meant that all of their data needed to be stored in a WORM (write once, read many) compliant data facility. Their existing archiving solution could only archive emails, but not their SMS text messages.
The solution
Explore the products that the Leader in FinTech Payments is using to adapt faster
The results: after GRAX
All their Service Cloud customer support interactions were successfully archived into a FINRA/WORM compliant data facility. Emails, SMS text messages, and all their other Service Cloud objects are now capable of being backed-up and archived into a data lake that they own. Their Chain of Custody for Service Cloud is now auditable & meets stringent regulatory requirements.
Great experience since the GRAX enablement. Very pro-active approach from their Enablement Team
Leader in FinTech Payments
Compliance Specialist
More GRAX success stories
The GRAX Advantage
GRAX allows customers to take complete ownership and control of their Salesforce data by capturing and storing it in environments that they own and operate. This creates the most effective way to meet the most stringent regulatory requirements by capturing and preserving 100% of their data’s Digital Chain of Custody.
GRAX delivers a significantly higher ROI than any alternatives
*add ons are available at an additional cost
Our customers have reported
Operational overhead savings
Reduced customer churn
$50k annual savings
Months saved in manual effort
70% pipeline acceleration
