Toptal strengthens financial services firm’s Salesforce security and compliance.
A financial services firm partnered with Toptal to assess its Salesforce platform, identify security vulnerabilities, and establish a clear roadmap for protecting sensitive client data.
Client
A UK-based private wealth management firm serving clients through a secure, client-facing Salesforce platform.
Revenue
Industry
Financial ServicesDelivered Services
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Schedule a CallChallenge
The firm needed an independent security assessment of its client-facing Salesforce platform to identify vulnerabilities, address potential compliance risks, and protect sensitive financial data.
Solution
Comprehensive Security Audit
Toptal conducted manual security reviews of Salesforce configurations and custom Apex code, identifying vulnerabilities and data integrity issues that automated scans could overlook.
Prioritized Risk and Remediation Strategy
Toptal categorized findings using Red-Amber-Green (RAG) reporting, developed a remediation roadmap, and introduced a basic GitHub CI/CD pipeline to improve version control and auditability.
Outcome
Greater Security Visibility
The firm gained a clear view of its security posture, including a verified inventory of critical vulnerabilities and technical debt requiring remediation.
Stronger Development Controls
The new CI/CD process replaced ad hoc changes with a more structured, version-controlled workflow, while the roadmap established a clear path for strengthening the platform as priorities allowed.
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