Case Study: Renovo Financial achieves proactive Salesforce data protection and fast recovery with OwnBackup

Renovo Financial Insures Exponential Growth with OwnBackup

Renovo Financial is a fast‑growing Chicago specialty lender that runs its entire loan origination and servicing process on a highly customized Salesforce org. Because accounts pass through multiple departments and the system contains intricate business logic and relationships, accidental deletions or data corruption posed a significant operational risk—an erroneous field deletion nearly caused major data loss and exposed the company to the possibility of having to rebuild linked records.

Renovo adopted OwnBackup for daily automated backups, Smart Alerts, and side‑by‑side Compare and selective restore tools, enabling rapid recovery of deleted or corrupted records and relationships. The solution has prevented costly downtime, helped identify and restore minor issues that would have gone unnoticed, was easy to implement, and now serves as an affordable “insurance” layer that gives the company confidence to continue scaling.

Renovo Financial

Josh Perrye

Capital Market Associate