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).


Financial Services


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.

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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

Alternatives + Add Ons* / DIY

*add ons are available at an additional cost

Our customers have reported

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Operational overhead savings

Reduced customer churn Icon

Reduced customer churn

Money savings Icon

$50k annual savings

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Months saved in manual effort

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70% pipeline acceleration

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360° customer support


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