How Bank Security has Influenced Cloud CRMs

Jason StevensSecurity

Banking Security in GetScorecard CRM
“There is no security for any of us unless there is security for all.”Howard Koch

Modern banks face the greatest challenge on the Internet today: How to protect their transactions from unauthorized access without preventing the right users from getting swift access to the right data. Because of this, they are often at the leading edge of exploring advances in server, datacentre and cloud technology. Many of the advances they have made in recent years are being applied to healthcare and CRM operations. Today your cloud CRM enjoys the same level of protection being applied to major financial institutions around the world.

Here are a just a few of the ways your CRM is being protected today:

Secure Socket Layers (SSL)

Virtually all the top banks in the Europe and the United States use a technology known as Secure Socket Layer (SSL) to scramble information sent across their networks to protect customer information, including usernames and passwords, from prying eyes.

This established technology is used to encrypt data on leading CRM systems including GetScorecard. SSL-capable browsers will display a lock or key on the URL address bar indicating that any time your create a new account or login to your cloud CRM, the information is safe.

“If the symbol is unbroken or in a locked position,” explains Barclay’s Bank, “then you are using a secure connection to the server.” The same holds true for your CRM account, which will also log you off if it detects you have not been active for a certain timeframe (usually no more than 20 minutes).

256-Bit SSL stated above is not only important to Banks and cloud CRMs, the search giant Google has said it may lower search rankings of websites that are not encrypting data, a sign of how critical this technology has become in securing customer data across all industry sectors.

PCI Compliance

Online electronic payments by credit card for Professional or Premium CRM packages are safeguarded at the server level with the broader Payment Card Industry Data Security Standard (PCI DSS), which serves to ensure datacentres are processing and storing customer card data as securely as possible.

PCI DSS involves a set of 12 mandatory standards for storing, processing, and transmitting card data, which give customer accounts hardened protection against account tampering, denial of service attacks, identity theft and internal thefts.

Sales leaders, when choosing a CRM, should also consider additional server architecture related to physical security, firewalls, software and patches and backup, all of which are strictly enforced in the financial sector.

Physical Security

The Top CRM providers will colocate their equipment at exceptional datacentres including but not limited to Equinix, Telx, and Telecity.

These sites are staffed 24 hours per day with onsite security to protect against unauthorized entry. Security cameras monitor both the facility premise as well as each area of the datacentre internally. There are biometric readers for access as well as at least two-factor authentication to gain access to the building. Each facility is unmarked so as not to draw any additional attention from the outside and adheres to strict local and federal government standards


A firewall can either be a software or hardware-based barrier that controls incoming and outgoing network traffic based on a set of rules defined by administrators. It’s essentially a wall between trusted and entrusted networks, especially important when credit card transactions take place. A robust CRM datacentre will only allow trusted traffic into the network as defined by the firewall policies.


Some of the most common data breaches capturing headlines today may be the result of failure to apply software patches in addition to shaky firewall and threat monitoring. CRM vendors should religiously review systems for unpatched vulnerabilities and unsupported software that may leave customer information susceptible to malware and other risks. These lessons were learned the hard way in the financial and health sectors.


Backups are a critical tool in both banking and CRM operations. At a server level, the CRM software should provide either snapshot or backup services to restore your data due to an unforeseen event or to help scale servers. It may also be used to duplicate helpful configurations. These backups, stored on NAS/SAN servers, may be a mixture of automated and manual measures designed for a variety of disaster recover (DR) scenarios.

The measures described above give your CRM an unparalleled level of security against hackers in the cloud computing age, slipstreaming the technological innovation and massive investment financial institutions have made to protect customers in their sector.

This trend will continue over the next several years, ensuring your data is always safe, secure and only accessible by authorized parties.