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ID Theft Protection

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    Business Development

    7 Tips for Protecting Client Data [Infographic]

    by Mark Stewart October 10, 2019
    written by Mark Stewart

    Having client information is important. Protecting client information, well, that’s even more important. Because as you’ve probably noticed, cybersecurity is a major priority in the industry today.

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    October 10, 2019
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  • Business Development

    Cybersecurity: Tips for Protecting Client Data

    by Surge Business Consulting February 7, 2019
    by Surge Business Consulting February 7, 2019

    Updated October 14, 2024, at 3:01 PM Cybersecurity is more about your risk tolerance. Your clients’ personal information is the currency of the digital world. Everything runs on data. Companies like Amazon, …

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  • Business Development

    Fintech Security Tips to Stay Secure

    by Laura Furner October 10, 2017
    by Laura Furner October 10, 2017

    Updated September 5, 2023, at 4:10 PM Fintech is the ever-growing slang term for technology in the financial industry. As technology has been growing at a fast pace for decades now, the …

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