Financial Services
CRM for Finance
Moraph resells, implements and runs Salesforce Financial Services Cloud for banks, credit unions, wealth managers and other financial firms.
Moraph resells, implements and runs Salesforce Financial Services Cloud for banks, credit unions, wealth managers and other financial firms. Sensitive client data is protected with Salesforce Shield Platform Encryption, and Moraph manages the key material in a key service outside Salesforce, so Salesforce does not store the keys that decrypt your data. Moraph also operates the org day to day: changes, releases, access, monitoring and support, under your approval.
Need help? See the support guide for CRM for Finance.
- Industry
- Financial Services
- Type
- Managed Ecosystem
- Platform
- Salesforce FinServ Cloud
Before you start
- Your organization uses CRM for Finance as a managed platform from Moraph.
- A Moraph client account in that organization, signed in.
- For changes to the service: the administrator or technical contact role in the Moraph Portal.
Most common tasks
Getting started
What it is, what you need, and your first steps.
- Getting started with CRM for Finance
What CRM for Finance is for, who uses it, what you need before you start, and your first steps.
Reference
Definitions, settings, limits and lookup tables.
- Security, data and compliance in CRM for Finance
Security controls, supported requirements, hosting and limitations of CRM for Finance.
- CRM for Finance glossary
Terms used in CRM for Finance and its documentation.
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