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This regional bank has over 20 branches across three states.
The bank implemented Salesforce Shield to control data access but faced challenges in ensuring continuous data availability and smooth integration with other systems.
After a year of extensive research, the bank struggled to find a solution that met their needs for robust security, reliable access, and seamless integration. This underscored their need for a specialized partner to effectively manage their data, and they partnered with CapStorm to get this done.
The bank implemented CapStorm’s CS:Enable solution to manage and back up their Salesforce data incrementally. This allowed the bank to maintain full control over its data by keeping it behind its own firewall, ensuring that sensitive customer and financial information remained secure. The incremental backup feature minimized storage requirements and reduced the risk of data loss by continuously updating backups with only the changes made since the last backup. In the event of a disaster or data corruption, the bank could easily recover their Salesforce data, ensuring business continuity.
To enhance its decision-making capabilities, the bank utilized CS:Enable to flow Salesforce data into its organization’s data fabric. This integration enabled near-real-time analytics, allowing the bank to quickly analyze customer data, track financial trends, and respond to changing market conditions. The ability to analyze up-to-date data provided the bank with a significant advantage in making informed decisions.
By deploying CS:Enable, the bank was able to ensure unlimited data retention and advanced field history tracking. This solution allowed the bank to meet stringent regulatory requirements by maintaining comprehensive records of all Salesforce data interactions over time. The advanced field history tracking provided by CS:Enable allowed the bank to monitor changes to critical data fields, ensuring compliance with industry regulations and internal policies.
