• September 22, 2023
  • Case Studies

Regional Bank Enhanced PPP Responsiveness and Community Impact

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CapStorm Helps Regional Bank Maintain Secure and Accessible Customer Data

This regional bank has over 20 branches across three states. 

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Industry

  • Financial Services
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Company Size

  • 300+ employees
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Specialities

  • Banking
  • Investments
  • Insurance
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Tech Stack

  • Salesforce
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Problem

The Southwestern regional bank relied on Salesforce to manage client information. Ensuring secure and continuous access to customer data was paramount. Despite implementing Salesforce Shield to control data access, the bank faced several challenges:

  • Data Availability Issues: They needed help to ensure that Salesforce data remained consistently available, especially during business disruptions.
  • Integration Problems: The bank needed to integrate Salesforce data seamlessly with other systems for analytics and reporting but needed help maintaining it.
  • Compliance Concerns: Meeting regulatory requirements became a growing challenge, especially in the face of expanding data volumes.

 

After extensive research over a year, the bank needed help finding a solution that met its robust security and reliability needs. They required a specialized partner to help manage their Salesforce data effectively, which led to their partnership with CapStorm.

Solution

CapStorm’s CS:Enable solution was deployed to address the bank’s unique data challenges. The solution was implemented quickly and tailored to meet their security and compliance requirements.

    1. Incremental Backup

      The bank used CapStorm’s incremental backup feature to ensure continuous and secure backups, minimizing storage usage by only capturing changes since the last backup. This process protected sensitive customer and financial data and kept it behind the bank’s firewall.

    2. Analytics

      CapStorm enabled seamless data flow into the bank’s internal data fabric. This integration allowed near-real-time access to Salesforce data for analytics, empowering the bank to track customer trends and financial insights more efficiently. The timely data access improved decision-making capabilities across the bank.

    3. Data Retention

      By implementing CS:Enable, the bank achieved unlimited data retention, meeting stringent regulatory requirements. The advanced field history tracking feature ensured complete visibility into data changes, further supporting compliance with internal policies and industry standards..

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Outcome

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Data Recovery Time Reduced

The bank's ability to recover Salesforce data was reduced from days to hours, improving business continuity and resilience.

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Compliance Adherence Improved

With unlimited data retention and advanced field history tracking, the bank achieved full compliance with industry regulations, ensuring audit readiness at all times.

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Operational Efficiency Enhanced

By integrating Salesforce data into their analytics systems, the bank responded to market changes more swiftly, supporting the 2020 Paycheck Protection Program (PPP) and loan forgiveness applications without delays.

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