Skip to content

Moraph for clients

Sign in

Getting started

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.

Applies to CRM for Finance as it works today. Moraph updates the platform continuously, and this page is reviewed when it changes.

Last reviewed 2 min readReport a problem
On this page
  1. What it is for
  2. Who uses it
  3. Before you start
  4. Steps to get started
  5. Where to go next

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.

What it is for

Financial firms want one view of each client relationship, but a CRM holding account numbers, tax identifiers, balances and financial plans is one of the most sensitive systems a firm runs. Security and risk teams ask who can read that data, who holds the encryption keys and what happens if the vendor is compelled or compromised. Meanwhile the CRM itself drifts: customizations pile up, permissions widen, releases arrive on the vendor's schedule, and the in-house admin team spends its time keeping up rather than improving it.

  • Sensitive client data sits in a vendor's cloud with keys the firm does not control
  • Permissions widen over time and nobody can say quickly who can see what
  • Vendor releases and customizations are tested late or not at all
  • Third-party risk reviews ask questions about key custody and access that are hard to answer

Who uses it

  • Heads of retail, commercial and wealth businesses who want one view of each relationship
  • CISOs and third-party risk teams who need to answer for where client data is and who can decrypt it
  • CRM and Salesforce administrators who need engineering and operations support
  • Compliance officers responsible for privacy, recordkeeping and access to nonpublic personal information
  • Internal audit and examiners reviewing controls over customer information

Before you start

  • Your organization uses CRM for Finance as a managed platform from Moraph, under an agreement that covers it.
  • Licences for Salesforce FinServ Cloud, bought through Moraph or under your own agreement with the vendor.
  • A Moraph account in your organization for each person who works with Moraph on the service.
  • Named technical and security contacts, recorded in the Moraph Portal.

Steps to get started

  1. Agree the scope of the managed service for CRM for Finance with Moraph, including which environments and teams it covers.

  2. Name your administrators, technical contact and security contact in the Moraph Portal under People and access.

  3. Review the configuration baseline Moraph proposes for your regulations, and record any changes you need.

  4. Confirm how users will sign in, through your identity provider where the platform supports it.

  5. Agree the pilot group and the cut-over plan with your Moraph delivery lead.

Where to go next

Was this page helpful?

Report a problem with this page
What’s the problem?
Quote the step or heading if you can. Don’t include passwords or personal records.
Only if you’d like a reply. We use it for this report and nothing else.

Need help with your own setup rather than this page? Raise a support ticket.