10th April 2019

Communicating with clients using end-to-end encryption white paper

This MyDocSafe paper explains why encryption of client communication is the
new standard for professional services firms and how those firms can use that
technology to minimise reputational, compliance and cyber risks related to
personal data breaches and identity theft.
 
In Section 1 we discuss what that means for your business and what you can do to adapt
to the new reality of “surveillance capitalism” on the one hand and GDPR on the other.
 
Section 2 includes a brief history of encryption, and using the example of WhatsApp,
explains how your behavioural data can be extracted even in the case of end-to-end
encryption services.
 
 

Business Development, Technology

Registration

Free Registration and CPD

Related Articles_

Fidelity Adviser Solutions: Helping clients with their financial wellness


If you’ve ever felt that clients’ money worries run deeper than the numbers, this five part video series from Fidelity Adviser Solutions is for you. Each short session shares practical, real-world ideas you can use straight away to spark better conversations, boost confidence, and make planning feel clearer and more human for you and your clients. Watch now

Read More

Client Centred Advisers: Why money is never just about money


Perhaps one of the most important things to understand about money is that people don’t experience it rationally. They experience it psychologically.

Read More

Client Centred Advisers: Helping clients stop living in life’s waiting room


One of the most common assumptions people make is this: “I’ll be happy when…” I’ll be happy when I can retire. I’ll be happy when the mortgage is paid off. I’ll be happy when I have enough money. I’ll be happy when I can work less. I’ll be happy when I’ve achieved financial freedom. At first glance, these seem like perfectly reasonable goals. In fact, many of them are exactly the kinds of goals financial planners help clients work towards every day.

Read More

You need to be logged in to comment on this article