Red Argyle Resource

The laws on cybersecurity and data privacy that regulate wealth management firms are constantly in flux.

To help you stay abreast of the changes, we created a resource to empower financial and wealth management professionals and Salesforce administrators with the knowledge and insights required to navigate the complex world of compliance in the industry.

In this whitepaper, you’ll find:

• Plain language explanations of the latest regulatory changes and what they require of your organization.
• Analysis of how these changes apply to your Salesforce cybersecurity.
• A comprehensive roadmap you can follow to keep Salesforce compliant and secure from cybersecurity breaches.