CPA
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Private Wealth Advisors – Building Client Trust
- December 15, 2020
- Posted by: Pat Riot
- Categories: CPA, Finance, Private Wealth, RIA
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As you focus on your client’s requests during this busy time of year, it is certainly different than how you processed them 12 months ago. Building trust with your client’s wealth is the most important focus.
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Finance Firms and Information Security
- December 11, 2020
- Posted by: Pat Riot
- Categories: CPA, CyberSecurity, Finance, Private Wealth, RIA
Leveraging compliance maturity frameworks gives finance firms an easy button to run their technology and information security operations with data privacy in mind.
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New Way to Manage Employees
- October 19, 2020
- Posted by: Pat Riot
- Categories: CPA, CyberSecurity, Finance, Private Wealth, RIA
RIAs are adjusting to employees working from anywhere including changing business processes. Information security is the key to keeping client trust.
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Security Operations, Cybersecurity, and Finance
- July 27, 2020
- Posted by: Pat Riot
- Categories: CPA, CyberSecurity, Finance, Private Wealth, Security Operations
Workforces are changing as quickly as digital transformations for finance companies. CEO’s are learning to pivot strategies, cybersecurity is one to focus on.
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Security Operation Center for the Financial Industry
- July 9, 2020
- Posted by: Pat Riot
- Categories: CPA, CyberSecurity, Finance, Private Wealth, Security Operations
With a dedicated team of security engineers, a Security Operations Center (SOC) enables companies to stay compliant and proactively stop cyber security events.
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The Bottom Line
- July 7, 2020
- Posted by: Pat Riot
- Categories: CPA, CyberSecurity, Endpoint Security, Finance, Private Wealth, Security Operations
With data privacy and trading platforms coming to the forefront with compliance changes, outsourcing cyber security is one of the best ways to keep ahead of changes. Focusing on your client’s assets verses cyber security compliance is what we do.
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“…*Who’s There?*”
- July 1, 2020
- Posted by: Pat Riot
- Categories: CPA, CyberSecurity, Finance, Private Wealth, Security Operations
Follow up to our post Knock Knock, the identity of who is accessing your financial data is the first step to creating good security habits.
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*Knock Knock*…
- June 24, 2020
- Posted by: Pat Riot
- Categories: CPA, CyberSecurity, Finance, Private Wealth
Ever since we were kids, we were taught to avoid strangers. From phrases like “Stranger danger”, yet we have to know who we are talking to for data privacy.
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You say you can’t afford cyber security. So, does that mean you can afford a Data Breach?
- June 10, 2020
- Posted by: Pat Riot
- Categories: CPA, CyberSecurity, Finance, Healthcare, Private Wealth, Security Operations
CyberSecurity isn’t a Luxury, it’s a necessity. It doesn’t cost Luxury money so don’t gamble with your clients data.
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Endpoint Security: CPA and Private Wealth Firms
- June 8, 2020
- Posted by: Pat Riot
- Categories: CPA, CyberSecurity, Endpoint Security, Finance, Private Wealth
With Endpoint Security being a critical first line of defense for any business or firm, CPA’s and Private Wealth alike, protecting your client data is key.
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