A robust Salesforce data security strategy that includes the implementation of a series of automated tools gives banks the support they need to maintain a secure IT platform.
Why It Matters: Banks handle financial data and personal identifiable information (PII)—their customers’ most sensitive data. Protecting this information is crucial to avoid fines, penalties, and loss of trust from the public.
- The financial sector experiences one of the highest frequencies of data breaches compared to any other industry.
- Nearly two-thirds of the finance industry experienced a ransomware attack in 2024, according to Norton Antivirus.
- Banks’ increased reliance on digital services makes them prime targets for cybercrime.
Here are seven things banks can do to secure their IT platform:
- Adopt a Zero-Trust Security Model
- Define and Enforce User Permissions
- Leverage nCino to Streamline Secure Loan Origination and Compliance
- Automate Security Checks in CI/CD Pipelines
- Guarantee Flawless Updates with Static Code Analysis
- Regularly Update and Patch Dependencies
- Schedule Repeated Backup Snapshots
1. Adopt a Zero-Trust Security Model
When it comes to securing a banking platform, there’s no such thing as being too careful.
Continuously validate identities and access to your Salesforce platform, regardless of location or device.
Multi-factor authentication and enforcing the principle of least privilege reduces the attack surface while narrowing the potential for a costly error.
2. Define and Enforce User Permissions
Data security threats don’t all originate from outside your network. Cybercrime is a major threat, but an exposure or corruption with drastic impacts on financial data can come from a simple error.
Role-based access controls help Salesforce teams ensure best practices are maintained in relation to user permissions, making banking data only accessible to authorized individuals.
Automated scanners can be used to assess settings across your environment and flag improper configurations.
3. Leverage nCino to Streamline Secure Loan Origination and Compliance
nCino’s banking platform has been used by more than 1,850 banks to drive their digital transformation, utilizing its powerful technology to optimize critical banking processes.
Use nCino’s built-in features to automate loan origination processes while ensuring compliance with banking regulations.
Audit trails, automated workflows, and secure data sharing capabilities help maintain both efficiency and security.
4. Automate Security Checks in CI/CD Pipelines
The applications and updates that come through your Salesforce DevOps pipeline have a direct impact on your ability to protect customer and proprietary data.
CI/CD tools introduce quality and security gates to ensure DevOps products meet internal standards.
Eliminating security issues in the development cycle means avoiding the introduction of security vulnerabilities into live environments, where they can affect the organization as well as the customer.
5. Guarantee Flawless Updates with Static Code Analysis
Coding mistakes negatively impact banking processes in a few different ways. First, they create more work for developers to fix. Second, they produce unreliable updates when deployed in a live environment.
Integrate a static code analysis tool into your Salesforce DevOps pipeline to find errors early, so they can be fixed long before they become a security issue.
Banks need a reliable application delivery pipeline. Static code analysis fits perfectly into CI/CD processes.
6. Regularly Update and Patch Dependencies
A major source of data insecurity for banks comes from third-party integrations. If these third-party applications aren’t secure themselves, they can serve as an entry point for cybercriminals.
Stay on top of all third-party application updates and frequently scan connections for vulnerabilities.
Vulnerability scanning can help find weak points, but conducting frequent audits will provide the coverage banks need to remain secure.
7. Schedule Repeated Backup Snapshots
Power failures, ransomware, natural disasters—there are simply too many potential sources of uncontrollable data loss to consider your data completely safe. And should a data disaster occur, having a recent backup will help you quickly return to operations.
Automate backup snapshots multiple times each day to enable speedy recovery should your platform experience an outage.
Banks face more threats than companies operating in other industries. A comprehensive Salesforce DevSecOps approach that focuses on maintaining secure practices will offer the support banks need to remain compliant while protecting customer data.
Next Step…
Combining AutoRABIT’s DevOps tools and nCino for Salesforce digital transformation gives banks the support they need to safely expedite the introduction of new applications and services to customers.
Learn more about how this partnership streamlines innovation by reading our blog How AutoRABIT + nCino Help Banks Drive Salesforce Digital Transformation.