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Is Your CRM a Cybersecurity Risk?

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Manage episode 490008654 series 2815497
Content provided by Elite Consulting Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elite Consulting Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Key Highlights:

-Why financial CRMs are prime targets for cyberattacks.

-The most overlooked vulnerabilities in platforms like Salesforce and Wealthbox.

-Field-level vs. org-level security and why both matter.

-The role of multi-factor authentication in a cloud-first world.

-How AI is evolving both cyber threats and defense strategies.

-Simple steps advisors can take now to secure their tech stack.

This is a must-listen for any advisor serious about protecting their clients, their practice, and their reputation.

Tune in and get ahead of the threats - before they get ahead of you.

To learn more about JEDI Database Solutions, visit www.JEDIDatabaseSolutions.com

  continue reading

268 episodes

Artwork
iconShare
 
Manage episode 490008654 series 2815497
Content provided by Elite Consulting Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elite Consulting Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Key Highlights:

-Why financial CRMs are prime targets for cyberattacks.

-The most overlooked vulnerabilities in platforms like Salesforce and Wealthbox.

-Field-level vs. org-level security and why both matter.

-The role of multi-factor authentication in a cloud-first world.

-How AI is evolving both cyber threats and defense strategies.

-Simple steps advisors can take now to secure their tech stack.

This is a must-listen for any advisor serious about protecting their clients, their practice, and their reputation.

Tune in and get ahead of the threats - before they get ahead of you.

To learn more about JEDI Database Solutions, visit www.JEDIDatabaseSolutions.com

  continue reading

268 episodes

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