CRM-specific gaps: sales stages, segmentation, email marketing integration
Millions of current, former, and prospective customers’ personal data has been compromised by the highly sophisticated cyberattack against T-Mobile systems. Learn what financial advisors should do to be proactive to protect their clients after the cyberattack.
Prep for ransomware attacks or be ready to pay the price. Ransomware attacks in the U.S. increased 300% in 2020 and cost victims $350 million. Advisors make easy targets because they publicly release AUM and hold some of the most sensitive client data that directly connects to their finances.
John joins Nicole Casperson as he discusses the risks of ransomware and how this rising threat should spark planning for wealth management firms and policies from their technology teams. Investment News, Tech Stack$, Fintech for Advisors podcast. Listen Now
Ransomware attacks soared 158% in North America last year and 300% in the US. Ransomware industry growth driven by remote work, inadequate training, and rising cryptocurrency prices. Wealth management firms can be attractive to ransomware groups. The recent ransomware attack by DarkSide on the Colonial Pipeline highlights how crippling ransomware attacks can be on a...
