Enhance Your Financial Services with a Contact Management Database for Financial Services

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thank you Gabe it's a pleasure to be here and pleasure to actually be in a room with people for a change that's a lot of fun um thanks for uh to the organizers to Gabe and the whole team for just an opportunity to share a few words with you guys um yeah I'm going to give you a little bit of a an overview on how to run what we call your favorite open source database which is postgres Enterprise scale thank you I was looking for the clicker I appreciate it good okay so um just very briefly about me so um I joined EDB just about a year ago prior to that I worked in the industry for many many years I worked in in UBS for a long long time done a whole bunch of roles in Tech over that period of time and then ended up in the database space introducing setting an open source agenda and introducing postgres to my previous employer and then building a kind of private and public cloud implementations of that that database I made lots of mistakes along the way I learned lots of things hopefully some things that we can share with you guys as we go through the course of the day um who is EDB EDB is Enterprise database we are the short version of VDB is we are to postgres what red hat is to Linux so we we are the the single largest contributor to the open source project both from a code perspective but also just from a community perspective our teams run postgres user groups all over the world we do lots of Education events our goal in life is to to expand the footprint of postgres and for financial services companies to enable folks to do that at scale to do that efficiently reliably and securely um so postgres support is our business that's what we do we're the guys you call whenever things go bang in the middle of the night and we in that pursuit of enabling kind of larger companies and financial services companies to to run postgres a true Enterprise levels we have a whole kind of ecosystem of tools some open source some proprietary that we can then deploy along with Decades of expertise and postgres to help you guys get to the next level [Music] so the rise of Open Source software is pretty obvious I think to everyone in this room that's that's not something that's new but what is perhaps interesting for you guys is what we've identified is we're pretty much at a Tipping Point right now where the usage of Open Source databases is just about superseding the the use of kind of traditional more traditional proprietary databases which is very exciting for us as a postgres provider um postgres always comes out as kind of up in the the top in terms of Most Wanted most loved database I think there's a number of different reasons for that cost is certainly one I think I mentioned it earlier on cost is one Talent attraction and retention is another one we see a lot with a lot of our customers people are interested to kind of Leverage some of the neurotech you can guarantee that anyone that's just come out of college hasn't been developing on an oracle or a cyber db2 they've been working on open source technology so so that's almost second nature to to to folks um the other big thing that I think attracts people to to postgres is portability so breaking that kind of vendor locking giving yourselves the flexibility to um optimize your commercial agreement optimize the the level of technical expertise you get from a from provider and if you decide to switch from one to the other it's largely a paper exercise which is significantly different if you're on a proprietary database and you want to move somewhere you typically going to impact your entire application estate and and require lots of extra development work so with that well we all love postgres and postgres is great spoiler alerts it's not that easy just to run vanilla postgres at Enterprise scale in financial services institutions so we typically look at it in in from four angles um reliability is key so I can guarantee most folks in this room are going to be running in multiple locations at once multiple data centers availability zones probably across region you're going to need some degree of high availability so one of the things that's really important is make sure you understand what your slas are make sure that you um and that you've got Technical Solutions to manage things like automated failover whenever things break um we have a whole bunch of tools that's our business we can talk about those offline I won't worry with the details just now um performance also critical so I think there's a perception around postgres that uh postgres is just for development or low tier applications I have run it very successfully for Mission critical applications but to do that you need to understand the ecosystem that you're you're running your database in you need to understand how to get the best out of your compute and storage infrastructure so my advice there would be work with a partner who's willing to really understand your requirements and help you optimize that implementation um scalability again my previous life we ran an estate of ruins um 15 000 databases there is simply no way that you can deploy those manually and manage those manually so orchestration and automation is absolutely critical you need to be able to deploy these things uh repeatably reliably you don't want to be in the situation where it worked in uat and it doesn't work in prod and it's because the system administrator configured something different in the production instance so really think about automate building automation designing patterns that map to your your slas your your recovery time objectives Etc and then automate the hell out of those at the back end that's that's the real key that we find for for large-scale deployments another thing sounds very obvious but make sure you've got monitoring in place you don't want your application teams to call you and say hey is my database done you need to be ahead of that you need to be proactive in that you need to be in front of those things and making sure that you've got full visibility of your estate so we talked about log4j before so we all were running around like headless chickens this time last year on log project you need the ability to have a view across your estate and understand okay well I'm running a version 1.1 and these 1000 databases I need to upgrade those to 1.5 or whatever it happens to be so having those kind of tools that aren't um automatically part of the open source stack is is important I think we find it's important to help our customers be able to operate at the scale that they would like to and Security Financial Services no big surprise this is kind of front and center um everything from encryption so encryption in transit to encryption at rest um those are critical and data access is another key one so understanding who's got access having kind of control over your role-based Access Control models being granular about who gets to see data so exposure data on a need to know basis those are things that we find kind of repeatably and that are very important to financial services institutions and equally so just on the right hand side I listed a bunch of those so for any of you guys that operate in in multinational environments I can guarantee you will have your own internal control framework which is the the amalgam of the multiple Regulators that I'm sure you're facing off to so things like strong authentication requirements Central identity management and backup and restore backup Integrity checking Disaster Recovery checking all of these types of things are are key things that that we understand and again if you want to deploy an open source database at scale those are the kind of things you need to be aware of you need to be building a kind of holistic database solution [Music] so I think that my my lasting message for the day is you're probably depending where you are on the postgres journey you're either beginning or you're running in Dev and you want to scale up into a production environment or you want to move from lower tiered applications to to Mission critical applications you probably have a multitude of questions my overriding message is find a partner find someone to work with who's done this before so in my previous life we thought we were super smart and thought we could build everything ourselves which we did but it took us a long long time to do it so if I was doing it over again I would absolutely go and take a shortcut and find find the partner who knows what they're doing and find someone who's willing to look at your your database solution there's more than just a database engine look at it as understanding the holistic database solution so how do you make your database available to your developers how do you improve their agility by improving provisioning times ease of of deployment Etc how do you integrate with your identity and access management systems how do you live how do you get the best out of your compute stack make sure you've got backup and monitoring obviously make sure you train your operations staff I've fallen into that trap where we built the most shiniest beautiful implementation I think we had provisioning down to like four minutes from click of a button to running database but we didn't train our operation staff well enough so the problem was that when something something went bang in the night our Ops guys didn't know the Run books they didn't know how to fix things and as a result our our service got bad reputation so easily remedy build there's lots of companies who can can help with training we try to help with that stuff as well of course but that's a key one that isn't perhaps obvious but something that we find very important and then naturally the last one make sure you've got some kind of patching and upgrade framework we are as an or as an industry probably not well renowned for keeping on top of our end of life of software versions so that's something I always encourage customers to kind of build in from from the beginning beginning so yeah we are here all day we are just in the hallway outside if anybody's got any additional questions I'd be more than happy to talk to you guys in a little bit or a lot more detail um but my message is um we love postgres postgres is is the life part of our company we're we're trying to promote progress but please get a partner work with people who really know what they're doing to help you kind of move that forward and do that efficiently and safely thank you [Applause]