Status Go: Ep. 140 – Disaster Recovery and SaaS

Disaster recovery and SaaS are two topics not often thought about as connected.  Do you have software as a service (SaaS) delivered applications in your application portfolio?  Are those apps included in your disaster recovery (DR) plan?  Are you a tech product company with an app that is delivered to your customers as SaaS? What is your DR plan for that?  What is your commitment to your customers?  Our guest today, Patrick Spencer, Managing Director of Moneytree, sits down with Jeff Ton, Strategic IT Advisor, to talk all things disaster recovery and SaaS; stories about when things went right and when things went terribly wrong.

Pat Spencer is Managing Director for Moneytree, a software development company with 40 years’ experience in developing useful financial planning solutions. Moneytree works collaboratively with thousands of advisors across the country helping them confidently manage the financial journey of their clients. Moneytree was acquired by Accutech Systems Corporation (Muncie, IN) in 2019. Accutech has over 34 years’ experience building innovative trust and wealth management solutions and provides exceptional personalized service to over 250 banks and wealth management companies nationwide.

Pat started his career in banking where he spent over a decade in retail, commercial and private banking. With a passion for technology, Pat began selling technology to banks and credit unions and continued to grow his expertise with SaaS, IaaS and DRaaS solutions for the next 20 years. It was that combination of industry and technical expertise that led him to take the executive role at Moneytree.