OBA Banking Matters Winter 2025

4 Update Your backup, disaster recovery and business continuity plan If it’s been a year or two since you’ve reviewed your Disaster Recovery Procedures within your Business Continuity Plan (BCP), you might be overdue for an upgrade. Ask yourself: y Have we had any growth or additional traffic that our BCP does not fully cover? y Do we have secondary, offsite backups? y How well do our current backup strategies cover our cloud services? Do we need an additional cloud backup service to protect our cloud platforms? If your cloud services go down, we highly recommend this. y Is your BCP plan tuned to your current RTO-recovery time objective (the amount of time you can go before you must have a backup) and your RPO-recovery point objective (the amount of data you can afford to lose before you must have a backup)? Answer these questions, and you’ll be well on your way to your bank’s freshly upgraded BCP plan. According to our survey, banks aren’t skimping on this. Most respondents listed cloud backup as a key investment area for them this year. 5 Get your AI fair usage policies in writing If you don’t have an AI policy, you need one—even if you’re not currently adding AI tools to your software kits. You can’t afford to wait. New AI-driven tools and features are being added to familiar platforms like M365, and employees and customers are bringing AI-enabled phones and personal devices into your bank daily. Banks have a lot to think about regarding AI, which we’ve discussed in this recent blog.3 But first and foremost, you need a clear, comprehensive written policy around the safe usage of AI. Once you’ve got it, make sure to work with your HR and communications departments to get those documents signed and understood by employees.  For more information about Synergy by Association endorsed partner Integris, visit www.synergybai.com/integris or contact Jonny Hulse at (325) 947-5550 or [email protected]. 1. https://www.fitchratings.com/research/banks/ global-banking-regulation-outlook-2025-17-12-2024 2. https://integrisit.com/the-crowdstrike-outage-a-wake-up-call-for-cybersecurity/ 3. https://integrisit.com/ai-readiness-for-banks-preparing-yourcybersecurity-for-the-advances-to-come/ SYNERGY BY ASSOCIATION Winter 2025 • BANKING MATTERS 41

RkJQdWJsaXNoZXIy Nzc3ODM=