7 Tips for Protecting Client Data [Infographic]

by Mark Stewart
tips for protecting client information blog image header

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.

Whether you’re making product recommendations, strategic business decisions, or just want to wish a happy birthday—you can do a lot with the client data you have.

Unfortunately, if that information gets into the wrong hands, criminals can do a lot with it, too. The tips below will allow you to take the right steps in protecting your client data from would-be cybercriminals; securing their information—and ruining your reputation—in one fell swoop.

Quick tips for protecting client information:
  1. Complete cybersecurity training
  2. Keep your software and browser updated
  3. Always run an anti-virus software
  4. Beware of phishing attempts
  5. Install a firewall
  6. Use two-factor authentication (2FA)
  7. Secure your wireless network

Check the infographic below for more details.

7 tips for protecting client information infographic

Read More: What Disruption in Tech Means for Financial Professionals


financial independence group logo

You May Also Like