Security Basics mailing list archives
Protecting Client Identity
From: brookerj () wealthmgmt com
Date: 25 Mar 2008 19:18:47 -0000
What are the best practices generally used to authenticate a client or external advisor that is calling in to get information regarding a client's account? We have discussed the use of non-specific client questions that would be stored in our CRM however I would like to hear what other corporations are doing. Specifically in the financial industries area. Thank you,
Current thread:
- Protecting Client Identity brookerj (Mar 25)
- <Possible follow-ups>
- Re: Protecting Client Identity Sheldon Malm (Mar 25)