Financial Data Privacy
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How a Brokerage Firm Achieved 100% Mobile Call Recording and Text Compliance with iPlum
The client is a wealth advisory firm that employs 25 professionals serving high-net-worth families and retirees. Its advisors manage ongoing client relationships, with conversations continuing between scheduled financial reviews.
How to Keep Customers’ Data Secure Under the Gramm-Leach-Bliley Act (GLBA)
If you deal with customers personal financial data, you should be aware of the Gramm-Leach-Bliley Act (GLBA) and its Safeguards rule.