🔐 Security Isn’t an Add-On at TenPoint Complete, it’s the Foundation. Protecting client data isn’t just a checkbox for us. It’s a responsibility we take seriously every single day. From encrypted systems and strict access controls to GDPR alignment and ongoing audits, data protection is built into how we operate. Our team is trained, accountable, and bound by confidentiality, so sensitive information stays exactly where it belongs. We work primarily out of secure platforms like Salesforce, and
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Protecting client data is a top priority at BMO. We sat down with Lawrence Zelvin, Head of the Financial Crimes Unit, to discuss the cyber threats businesses face today. From common scams like business email compromise to the growing risks posed by artificial intelligence, Larry shared valuable insights from inside BMO’s Security Fusion Center, our state-of-the-art security hub. Hear his advice on how businesses can strengthen their cybersecurity and stay ahead of evolving threats. | BMO Financi
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Cybersecurity Tips for Protecting Client Data in Financial Services 🔒 When you work in banking, finance, or insurance, protecting your client data isn’t optional—it’s essential. One breach could cost your company not just money, but trust that took years to build. Here are key areas every financial institution should focus on: ✅ Encrypted Communications: Ensure all communications (email, messaging, transactions) are fully encrypted end-to-end to protect sensitive information from prying eyes. ✅
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Using AI to get work done faster? Awesome. 🚀 Using it without protecting client data? Not so awesome. 😬 If you're using a free or public version of an AI tool — especially without logging in — keep this in mind: 🛑 Don’t paste in raw client data 🧾 Redact names and sensitive info 🔐 Use [brackets] or placeholders when testing prompts 🚫 And assume that anything you type could be reused for training These tools are still learning. And what we feed them… can shape what they give to someone else
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