Identity theft is a horribly devastating experience.  All too often, victims have their lives turned upside down.  It’s certainly not something you want any of your clients to go through.  Even worse, you don’t want to be responsible for causing it to happen to your clients.

When you store your clients’ information in your office, you take every precaution to keep it safe.  You lock the doors.  You install a security system.  You entrust the key to only thoroughly vetted individuals.  That’s part of being trustworthy.

Many today are storing information on internet “cloud” services.  These are technology data centers.  It’s a convenient place to store information so that your entire team can access information at any time.

Perhaps, that’s something that your financial services firm is taking advantage of, and you’ve noticed how much faster and more efficiently the work gets done.  It’s a huge advance over misplaced paperwork, unsuccessful telephone calls to people who aren’t available, and searching through file cabinets. 

It’s not surprising that your clients may be concerned about the security of their information.  You can alleviate their anxiety by proving that your data storage service obtains appropriate security certifications and successfully conducts audits to demonstrate the security of your infrastructure.

Not only is it an issue as to where the data is securely kept, but also whether your communication within the system is thoroughly secure.  To protect communication, use a Secure Lock Layer (SSL).  This is a method of safeguarding communication between computers over the internet.  The computers on each end are secured behind their respective “firewalls”, and SSL ensures that they can securely talk to each other.  The information is fully encrypted so that no one can listen in.

You’ll notice the padlock image by The Trusted Advisor Toolkit™.  That’s a symbol of our Secure Lock Layer.  When you register as a member, take a moment to read about our system security.  It’s a benefit that you’ll want to share with your clients.  Not a member yet?  You can register now for a basic membership at no charge.