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Datamatics ThoughtPod

Streamlining User Management for Scalable Fund Administration with Salesforce

13 Jun 2025

Description

In this episode, learn how Datamatics transformed user management for a major fund administration platform—boosting scalability, compliance, and efficiency. Dive into key highlights including:Centralized access & role management: Seamlessly integrate user provisioning across dispersed teams, reducing manual overhead and ensuring secure authorization.Audit-ready compliance controls: Automate user activity tracking and access reviews, simplifying regulatory adherence in financial services.Scalable automation workflows: Scale up user onboarding/offboarding as business demands grow, with minimal errors and resource savings.Teams collaboration: Enable cross-functional cohesion across finance, audit, and operations with unified identity management.Business impact: Discover how client organizations saw significant reductions in manual tasks—accelerating administrative processes and strengthening governance.https://www.datamatics.com/resources/case-studies/streamlining-user-management-for-scalable-fund-administration

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