Client: TCW Group
TECHNOLOGY
- Salesforce Sales Cloud
- Salesforce Financial Services Cloud
ABOUT CLIENT
The TCW Group is a large financial services firm that manages hundreds of billions in client assets across fixed income, public equities, and alternative investments.
NEED
As a financial services firm managing hundreds of billions in client assets, The TCW Group operates under strict regulatory requirements. TCW wanted independent validation that its Salesforce security controls were properly configured and working as intended with its broader monitoring environment. Its teams needed a clear picture of where the platform stood against the standards they are held to.
APPROACH
CloudMasonry ran a focused security configuration review across TCW’s Salesforce environment, combining platform data with stakeholder interviews and manual control review.
- Reviewed configuration, data handling, and event monitoring across the environment.
- Combined platform data with stakeholder interviews and hands-on control review.
- Produced a scored baseline of the current security posture.
- Sequenced a prioritized set of recommendations into a phased roadmap.
OUTCOME
TCW’s teams now have a clear, documented picture of how their Salesforce security is configured, with a scored baseline they can measure against and a phased roadmap that tells them exactly what to address and in what order. In place of uncertainty about where the platform stood, the security and compliance teams have a concrete record to act on and track progress against as they keep the environment aligned with the standards they are held to.
- A clear, documented view of how Salesforce security is configured.
- A scored baseline the team can measure against over time.
- A phased roadmap that prioritizes what to address and when.
- A concrete record to act on and track progress against.
