Client Financial Company Aws Backup and Restore Strategy for New Applications

Client Overview

Client Financial Company operates in the financial services and banking sector. They provide personal and commercial banking, loan services, and credit solutions. Their daily work includes financial research, market analysis, customer transaction management, and strict compliance with industry regulations.

After successfully migrating their workloads to AWS, the company began preparing to launch five new operations in their product terrain. These apps handle a combined 32 TB of critical data, and a strong backup and restore plan was needed before deployment.

Business Need

Though the applications were still in testing, the company needed a production-level backup solution to protect different types of financial data:

Customer data: personal details, profiles, and loan records

Transactional data: financial transactions, payments, and trading activity

Compliance data: KYC documents, audit records, anti-money-laundering files

Market data: economic forecasts, investment records, and risk reports

This data is stored across five EC2 instances and three RDS databases. The company required hourly backups, short retention periods, and fast recovery times.

Challenges

The team faced several issues:

Scalability limits: Their existing setup couldn’t support frequent backups at scale

Short retention periods: Snapshot-based backups were not flexible enough

Manual management: Backups had to be scheduled and managed manually, increasing workload and risk

Time-consuming restores: Recovering large volumes of data took too long, which could lead to downtime

To overcome these challenges, they needed a flexible, automated, and secure backup plan using AWS-native services.

Solution by Teleglobal

Teleglobal designed a reliable backup and restore strategy using a range of AWS services. The focus was to make the system scalable, secure, and efficient.

AWS Services Used

Amazon S3
Used to store large volumes of data. The service can scale as needed without disrupting operations.

Amazon EBS
Provided block storage for EC2 instances. Snapshots were used for backups of application and system data.

Amazon RDS
RDS was used to manage and back up PostgreSQL databases. Daily and hourly backups were automated using built-in features.

AWS Backup
Enabled centralized backup management. Policies were created for each application to meet retention and frequency goals.

AWS Lambda
Helped automate parts of the process that needed more control than standard AWS tools could offer.

Why Not Rely Solely on AWS Backup for EC2

The team needed more than what AWS Backup could offer alone:

They required file-level backups, not just entire volumes

Backup frequency had to be more flexible than AWS Backup allowed

Immediate AMI creation was needed, which AWS Backup doesn’t provide directly

Lambda functions were introduced to handle these gaps, providing control and flexibility without manual steps.

Data Restoration Plan

Primary Region: Restored data from S3 to Lambda to push updates into auto-scaling groups

Secondary Region: Used Lambda to restore services like EC2, Route 53, load balancers, and WAF

Secrets Manager: Managed secure access to systems during the restore process

Everything was designed to recover quickly and keep critical services running with minimal downtime.

Security and Compliance

Security and compliance were key to the strategy:

Encryption: All backup data was encrypted using AWS Key Management Service

Cross-Region Replication: Data was copied to another region for safety

IAM Policies: Strict access control was enforced for all backups

Compliance Checks: Every part of the plan followed financial regulations and company policy

Results

After implementation, the company saw clear improvements:

Efficient Storage: The 32 TB of data was managed with ease, with room to grow

Better Security: Encrypted backups and regional replication reduced the risk of data loss

Less Manual Work: Automation handled regular backups without needing hands-on management

Faster Recovery: Applications could be restored quickly, reducing downtime

More Resilience: With backups in multiple regions, the company was ready for unexpected issues

Regulatory Confidence: Policies and procedures met industry rules and internal standards

Conclusion

Client Financial Company now has a backup and restore plan built for their needs. The new setup runs on trusted AWS infrastructure in cloud computing, using AWS scalability best practices to handle growth and meet strict recovery goals.

With Teleglobal’s support, the company now has a flexible, secure, and completely compliant system in place. It keeps fiscal data defended, reduces maual work, and ensures operations can continue indeed if something goes wrong.

If your company handles sensitive data and needs a smarter backup solution, Teleglobal can help you build one that works the way your business does.

General Architecture