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OwnBackup for Financial Services

Salesforce® Backup and Recovery, Secured for Financial Services

Salesforce customers in the financial services industry are subject to evolving regulations and have strict audit and storage requirements. OwnBackup offers these organizations a secure, cost-effective Salesforce data protection and disaster recovery solution. Relevant financial services regulations and organizations can include: SEC 17a-4, FINRA (Financial Industry Regulation Authority), FCA (Financial Conduct Authority), and others.


Screenshot of OwnBackup's data backup services

Backups Are Always Stored in an Immutable, Portable Format

By design, OwnBackup stores all backup files in a format that cannot be modified or deleted.

OwnBackup customers have full control over their backups, with the ability to export any backup from OwnBackup to a separate location for data portability whenever needed.

Blockchain Verify for Production Org Backups

Regulators in the financial services industry require independent verification that the integrity of their backups is preserved. Through Blockchain Verify the integrity of backup files can be irrefutably and independently confirmed by OwnBackup, or any third-party with authorized access to the public Etherium blockchain.

Screenshot of Blockchain Verify
Screenshot of OwnBackup Backups

OwnBackup Find for Legal Hold Support for your Backups

Swiftly find and label relevant “legal hold” backups in your backup history to preserve relevant data when litigation is reasonably anticipated.

Submit requests to have specific backups stored indefinitely on OwnBackup, irrespective of retention policies.

Export any backup to a separate system, when needed.

Security Controls for Financial Services

From its inception, OwnBackup has taken privacy and security very seriously. Our platform was built from the ground up with security in mind, utilizing leading information-security best practices. OwnBackup’s security features include:

  • Encryption in transit via TLS 1.2
  • FIPS 140-2 validated encryption
  • Encryption at rest (AES-256) and in transmission
  • Multi-factor, Single-Sign-On (SSO), and IP address Restrictions
  • All activities are logged for audit and monitoring purposes
  • A comprehensive information security program, with annual SOC 2 Type II third-party audits
  • Sandbox Anonymization to protect confidential data being used in test and training environments
OwnBackup Smart Alerts
OwnBackup Advanced Key Management

Advanced Key Management (AKM)

This optional service provides additional security controls over the keys used to encrypt and decrypt data stored on OwnBackup.

  • Account data on a dedicated volume encrypted at rest with a customer-provided master encryption key
  • Authorized users may later archive that key and replace it with another master encryption key
  • When a new master key is provided, a new dedicated volume is created and the data re-encrypted
  • Master encryption keys can also be revoked, resulting in immediate inaccessibility of underlying data

Bring Your Own Key Management System (BYO KMS)

Use your own encryption keys for data encryption at the bucket level.

  • Keys created in customer’s Amazon Web Service Key Management System (AWS KMS)
  • Customers permission access to the key by OwnBackup’s AWS account, which sends the Amazon Resource Name (ARN) to OwnBackup
  • OwnBackup configures a dedicated S3 bucket to retrieve the encryption key from the ARN

OwnBackup Governance Plus

For regulated industries with extra security and compliance requirements. All features in the Unlimited Plan:

  • SEC Regulatory Compliance Letter
  • Blockchain Verify
  • Legal Hold - mark backups so they can’t be deleted
  • Advanced Key Management / Bring Your Own Key Management System
  • Anonymization