Customer Success Story FairWarning Empowers Jefferson National to Secure their Salesforce Data Amy Mattingly, Director of Territory Consultants Client Profile Jefferson National is a recognized innovator of tax-deferred investing solutions for registered investment advisors, fee-based advisors, and the clients they serve. Results • Efficient Monitoring of Data Exports • Compliance with Internal Data Security Policies • Streamlined Investigations • Peace of Mind Challenge Concerned about the security of the data in their Salesforce org, Jefferson National was looking for a way to monitor access. Solution FairWarning for Salesforce Jefferson National, an innovator of tax-deferred investing solutions, needed to protect their valuable Salesforce data.Customer Success Story One of

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