Toolkit: Ensuring BC/DR for Financial Institutions

Toolkit

Many financial services organizations have virtualized to increase flexibility and agility in the IT environment so customers can access their information from anywhere. However, financial information is heavily regulated in terms of information handling. Institutions such as banks and credit unions must be able to clearly demonstrate how information is being protected and meeting compliance objectives. Testing the disaster recovery solution is difficult and Zerto found that many financial companies have not verified their BC/DR solution in the last 6 months or even longer. 

Financial Institution Requirements: 

  • Ensure the security and availability of information
  • Provide information across thousands of locations, including ATMs, websites, and branch offices
  • Support audit requirements to demonstrate alignment with various regulations
  • Clearly demonstrate disaster recovery processes through regular testing 
  • Reduce costs while delivering exceptional services for a clear competitive advantage

Download this toolkit and receive:

  • Disaster Recovery Checklist: 10 Questions to help you assess your disaster recovery preparedness
  • Case Study: HAPO simplifies DR and reduces storage by 43%
  • Datasheet on the basics for financial services BC/DR
  • How Woodforest National Bank Avoids Hurricane Season Infographic

Use these resources and learn how to make sure your data, and clients are protected. 

“ When we purchased the software, we knew it would improve our BC/DR process, but we got so much more. We reduced our storage footprint by more than 40%. We never expected that. Now, we do not have to purchase storage for the foreseeable future, which is a huge savings for us.”

Bill Rausch, Software Engineering Manager, HAPO Community Credit Union

BC/DR for Financial Firms Tookit