Odaseva - Industry Ebook [Financial Services]

Here’s how Odaseva can help financial services Industry Insider customers like you. FINANCIAL SERVICES Data Protection Secure your customer data, unaltered and available, with powerful backup and archiving tools. Data Privacy Take control of your data lifecycle and comply with regulations like CCPA and GDPR. See how our partner Odaseva tackles data challenges in the financial services industry. Data Agility From big-picture problems, to the specific needs Transform data into powerful fuel for innovation by of a Salesforce technical lead, Odaseva delivers moving data between production and non-production complete Salesforce data management for environments or systems outside of Salesforce. financial services companies. Odaseva’s powerful tools help Salesforce architects and platform owners solve challenges at the foundation of the Salesforce data value chain: data protection, data privacy, and data agility. Keep reading to learn how Odaseva could help a Salesforce technical lead at a national bank craft a successful data management strategy.

The Big Picture The Odaseva Enterprise Data Platform helps protect against business continuity interruptions, complies with data privacy and residency regulations, and easily moves Salesforce data in Improve performance. and out of systems to maximize its value. The Challenge: Financial services organizations store and transact very large volumes of data within complex data models. This can slow down system performance — hurting Reduce risks. experiences for customers, employees, The Challenge: Financial services and developers. organizations need data protection The Solution: Odaseva Data Archiving and risk mitigation strategies that automates your organization’s rules for reflect the importance of mission- which data stays in Salesforce, moves critical transactional data. off-platform, or gets deleted. This The Solution: Odaseva Backup and optimizes system performance, while Restore ensures you can recover data, still allowing access to the archived data. metadata, and files from any point in time. Five levels of data encryption armor backups against breaches. Maintain compliance. The Challenge: In the financial services industry, penalties for noncompliance with data regulations can be severe, and developer environments can be an easily overlooked vulnerability. The Solution: Take full control of your data lifecycle and resolve compliance issues at the source with consumer rights, data lifecycle, and sandbox anonymization.

How Odaseva Solves The Closeup Brenda’s Challenges See how a Salesforce technical lead could use Odaseva to help her bank realize the full Data complies with regulations, dodging potential of Salesforce while meeting the regulatory concerns. specific requirements of the financial Odaseva’s consumer rights, data lifecycle, and services industry. sandbox anonymization help Brenda automate compliance with data privacy regulations. Odaseva enforces clear, deliberate policies about what data is kept, archived, or deleted. Sandbox anonymization ensures data within developer environments isn’t vulnerable to breaches or hacks. Brenda Key Data-related risks are mitigated, protecting business Salesforce Technical Lead, Grand continuity. National Bank of the Lakes Odaseva Backup and Restore backs up hundreds Brenda needs customer data of millions of records, with backups running every 15 to comply with data privacy regulations like CCPA. She also minutes on data, metadata, and files. When Brenda must ensure that the bank’s risk must restore data, she can restore even the most mitigation strategy protects complex objects to any point in time. This protects sensitive data including social Her Goals: security numbers. And to Her Challenges: the bank against business continuity disasters. provide excellent service to • Reduce risk of noncompliance with • Strict regulatory requirements customers in the competitive regulations like CCPA and other Salesforce is speedy and efficient, enabling consumer banking environment, industry regulations • Complex Salesforce data models, excellent customer service. employees must be able to including parent-child relationships deliver fast and efficient • Reduce threats to business and automations Archiving data that’s no longer useful to Grand National customer service using continuity, including data loss or • Extremely large data volumes that Bank of the Lakes means customer service processes run Salesforce. corruption cause reports and cases to take too • Ensure speedy customer service to long to load much faster, as there is less data to process. keep customers happy and loyal • Testing and developer environments that introduce data-related risk Learn more about Odaseva