WaFd Bank Drives Customer Experience Forward with OwnBackUp and nCino

Problems

Scott wanted to improve the digital experience for his clients without disrupting their day-to-day use of the portal. If developers missed a step when deploying new features, the corrupted records would interfere with clients' nCino access due to the single sign-on. It would also require a time-consuming rebuild, furthering the gap between problem and solution.

From migrations, cleanups, and merges to updating financial records in NetSuite— it was clear WaFd needed a more proactive approach to protecting this critical client data.

Solutions

Scott was first introduced to OwnBackup by a colleague, Jess Kady, who used the solution at a previous company. Jess even recalls one instance where, at his former organization, 20,000 records in nCino were reparented. Once OwnBackup notified Jess of the change to their instance, he restored the records to the original and correct child-to-parent relationships with only a few clicks, preventing a data loss disaster.

Jess knew bringing OwnBackup to WaFd Bank was a no-brainer. Before OwnBackup, Jess used the Salesforce Weekly Export and was no stranger to its limitations. Weekly Export required over seven steps to recover lost data whereas the OwnBackup solution recovered data within minutes. The Weekly Export ran on a weekly basis— meaning the potential for up to seven days' worth of critical data was left unaccounted for. It also didn’t allow for backup comparisons or restoration of metadata. In contrast, OwnBackup proved to be a comprehensive and time-efficient solution.

Recover proactively protects WaFd Bank’s client records in nCino.

Next on the horizon for WaFd Bank is unlocking the full potential of OwnBackup’s Sandbox Seeding product.

As Scott continues to improve the digital client experience at WaFd Bank, he can confidently advance the company’s initiatives knowing that critical data is protected, managed, and easily accessible with OwnBackup.

Sandbox Seeding helps companies:

WaFd Bank is a technology-forward firm, offering personal, business, and commercial banking capabilities. Since 1917, they've helped clients define and achieve their personalized goals with simple, straightforward banking solutions. As a result, WaFd Bank has established itself as one of the strongest financial institutions in America, operating in 200 offices across eight states.