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Security. At Integrated Advisors Network, our team is always on-the-lookout for the latest innovations and best systems integration security practices. Therefore, to better educate ourselves and our clients, we recently held a webinar with industry experts Wes Stillman, Chief Innovation Officer at Visory, and Theodore Toso, CEO and Co-Founder at Trinlogix to discuss hot security topics.    

Below you will find highlights from these two tech innovators about what top advisory firms are doing today with cyber security technology and how it is helping them grow their business. Watch the entire webinar. 

First, ask yourself, is the system integration you want to make compatible with your system?  When it comes to integration, you don’t want to use an outlier that doesn’t have a track record. For example, in our Integrated Advisors Network Alliance Program, we use traditional, proven technology open to using independent contractors for security data purposes.

Next, everyone at your company should be aware of their surroundings online. This is not a new security protocol. But, it is worth a reminder because security starts with individual employees. Educate employees not to hit risky links in their emails. Doing so could potentially give away credentials in a phishing attack.

Note a lot of newer technologies feature New Gen Anti-Virus with AI running in the background to pick up malware and shut it down before any damage is done.

At least one day a quarter (or at least once a year) review your tech security.

By doing this you’ll not only know what you have, but you’ll also know how well it is working. By spending a few days a year reviewing your security, you’ll save time and money in the long run by potentially avoiding security breaches and not buying technology you do not need.

Below we’ve listed a few best practices to keep your integrated systems secure.

  • Always make certain you have your cyber security policies and technology updated and in alignment. And this is a big one. Make certain that you are enforcing your cyber security policies.
  • In order to ensure retention of cyber security and technology policies in this fast-paced industry, keep track of new versions and how they have changed over the course of time.
  • Be hyper vigilant about how you are controlling remote access. (Especially as more and more employees work from home.) Make certain all of your integrated applications are turned on to multi-factor authentication.
  • As we mentioned above, employee training is super important as a first line of defense. To empower employees, have them do online training exercises where they actually walk through scenarios of what could happen as far as security mishaps. In this way, they’ll understand exactly what your company’s security protocols are and how to use them effectively.
  • Last but not least, make certain to do due diligence for all of your vendors. They too should have cyber security and technologies up-to-date and in alignment with your company. 

In our ever-evolving world, we need to embrace technology. Staying on top of cyber security and the latest technologies is of the utmost importance for peace of mind. Security and technologies should be reviewed and updated at least once a year—better yet once a month or once a quarter, to make certain your company is using them effectively. By spending this small amount of time upfront to make certain everything is in alignment, companies actually save time and money going forward.

In short, you and your company will profit from paying regular attention to the latest in security and technology. And, as always, you can count on Integrated Advisors Network to support you every step of the way. All you have to do is call and we’ll be there.

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