Paying with a Phone


“Great experience since the GRAX enablement. Very pro-active approach from their Enablement Team“


Key Outcomes

FINRA/WORM-Compliant 360°Customer

Spectrum of Value: Step 5

GRAX Customer Stories / Leader in FinTech Payments


Leader in FinTech Payments

Leader in financial services, merchant services aggregator, and mobile payments offers payment products for customers and businesses.

Industry: Financial Services


Specialties: Credit Card Payments Hardware, Software, and Services; Mobile Payment Application

Company Size: 1,001-5,000 employees

GRAX works with

+ Salesforce Platform

+ SFDC Sales Cloud

+ SFDC Service Cloud

Adapt Faster
It’s Your Turn to Get Value from Your Data

Business Case

Leader in FinTech Payments needed to ensure that new customer support features in their latest app release were compliant with WORM and FINRA regulations

The Challenge | Before GRAX

Customer support interactions in Service Cloud need to be FINRA/WORM compliant (write once, read many)

Existing solution archived emails but not SMS messages

Write once, read many access needed via WORM-compliant data facility

Technical Needs

– Archive customer SMS & email interactions
– FINRA/WORM compliance
– Flexible data access across multiple systems

The Results | After GRAX

All Service Cloud customer interactions archived into FINRA/WORM compliant data facility

Emails, SMS messages and any other Service Cloud objects capable of being backed-up and archived

Auditable Chain of Custody for Service Cloud meets stringent regulatory requirements

The Solution

Explore the Products that They are Using to Adapt Faster

Backup & Restore
Data Archive

Want Results like this?


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.

This Value Spectrum illustrates how GRAX stacks up against other providers. After our customers assessed what data actions and product features were available from each provider in the market, they chose GRAX over the alternatives.

See More GRAX Success Stories

Leader in Pet Healthcare services accelerates Pipeline Velocity 70% in 18 Months


Learn More

Popular taco chain achieves high-performance compliance & lower costs

Learn More

Paying with a Phone

Leader in FinTech Payments Created FINRA/WORM-Compliant 360°Customer Support with GRAX

It's time to unlock your data's value.

ServiceSource reduces Operational Overhead by 10X
with GRAX

Learn More

© GRAX 2020

  • @GRAXdv on Twitter
  • White LinkedIn Icon