Finance
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Client Acquisition, Retirement, or Seamless Transformation
- November 17, 2020
- Posted by: Pat Riot
- Category: Finance
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There will always be uncertainty in the world of finance but one concept that holds true: Integrity and trust are major factors to success.
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Email Security – The biggest threat
- November 17, 2020
- Posted by: Pat Riot
- Category: Finance
Planning to continue to using emails to transfer information between future and current clients? Take steps to protect that sensitive data.
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Private Wealth: Maturity in Process
- October 29, 2020
- Posted by: Pat Riot
- Categories: Finance, Private Wealth, RIA
With every private wealth firm, working towards more mature and efficient processes leads to a better client relationship and experience. Where are you in your maturity?
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Low Hanging Fruit
- October 27, 2020
- Posted by: Pat Riot
- Categories: CyberSecurity, Finance, Private Wealth, RIA
Registered Investment Advisors and Private Wealth have to focus on keeping client’s trust and getting them to their financial goals. Don’t become low hanging fruit for a cyberattack.
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Proactive vs Reactive
- October 19, 2020
- Posted by: Pat Riot
- Categories: CyberSecurity, Finance, Private Wealth, RIA
Making information security for your RIA a major priority removes the first hurtle from being reactive with your client’s sensitive data.
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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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RIAs: Building Trust with Clients
- October 19, 2020
- Posted by: Pat Riot
- Categories: CyberSecurity, Private Wealth, RIA
Trust with clients is the highest priority of any RIA. Keeping that trust with clients only comes with hard work and your actions to protect their private data.
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Open API’s
- October 19, 2020
- Posted by: Pat Riot
- Categories: CyberSecurity, Finance
API’s are what keeps us connected to the web and apps to devices. How those entry points are secured is just as important as the data they serve.
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Digital Identity
- September 29, 2020
- Posted by: Pat Riot
- Categories: CyberSecurity, Finance, Security Operations
Financial services are entering a new age of digital & data transformation and ID authentication for clients is not enough.
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Finnovate Fall 2020 Digital Summit
- September 21, 2020
- Posted by: Pat Riot
- Categories: CyberSecurity, Finance, Security Operations
FinvoateFall 2020 focused on several major areas including trust, digital transformation, and Big Data. Cybersecurity should be in there too.