CASE STUDY
As the IT Director of an independent wealth and business management firm that , as of May 2023 , has approximately US $ 19 billion in assets under management , a well-executed and layered infosecurity strategy is essential to my peace of mind and that of all of my colleagues .
Privacy and data security have become a priority concern for all of our clients , but we also provide services to celebrities , athletes and other high-profile individuals with heightened security concerns .
When our wealth and business management advisors transact financially on a client ’ s behalf – from paying bills to making discretionary investment decisions – that requires a relationship of total trust .
Implementing a robust , multi-layered security strategy to safeguard clients ’ personal information and financial data is a non-negotiable component to earning that trust .
Here are a few of the strategies our team has deployed in our ever-evolving imperative to ensure security modernization .
Building trust ( and our business ) by demonstrating an unwavering commitment to security
As part of the process of earning trust with our clients and business partners , we regularly receive security questionnaires and other inquiries for the purpose of testing our processes and security infrastructure .
In turn , we conduct thorough risk assessments to vet every single vendor we use . By doing so , security also plays a meaningful role in supporting our firm ’ s business development efforts and continues to serve as a competitive differentiator . I can proudly say that , to my knowledge , we ’ ve never had a second conversation with a client about security . No matter the industry ,
WE DO NOT HAVE TO WONDER WHEN A DEVICE WAS LAST ENCRYPTED OR IF DATA IS
CURRENTLY SAFE ; WE KNOW IT IS AND CAN PROVE IT .
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