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  • On the battle front: Protect your financial firm from these cyber security threats in 2024

    • 29th November 2023
    • Posted by: Mark Dodds
    • Category: Business, cybersecurity, Financial Services, Technology
    No Comments

    Cyber criminals use increasingly sophisticated techniques to bypass security. So the more barriers you put in their way, the harder you make it for them to break into your systems. All businesses should be using MFA as it provides great protection against cyber attacks and other security threats. Our new free guide tells you all you need to know. Download your copy instantly.

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  • 5 Reasons Why Appointed Reps (ARs) Are A Threat To Your Financial Firm’s Security 

    • 8th November 2023
    • Posted by: Mark Dodds
    • Category: Financial Services
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    It’s pretty common for financial firms to use appointed representatives (ARs) to undertake regulated activities. While this practice offers flexibility and specialisation, it also opens a Pandora’s Box of security implications.   The inherent problem lies in the fact that these ARs operate as independent entities, using their own devices and best practices, which don’t always

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  • Don’t Forget Home Office Security: A Guide to Keeping Remote Workers Safe and Secure

    • 1st November 2023
    • Posted by: Mark Dodds
    • Category: Business, cybersecurity, Financial Services, Technology
    No Comments

    Cyber criminals use increasingly sophisticated techniques to bypass security. So the more barriers you put in their way, the harder you make it for them to break into your systems. All businesses should be using MFA as it provides great protection against cyber attacks and other security threats. Our new free guide tells you all you need to know. Download your copy instantly.

    read more

  • 7 Reasons Cyber Essentials is Insufficient on Its Own to Keep Your Financial Firm Secure 

    • 25th October 2023
    • Posted by: Mark Dodds
    • Category: Financial Services
    No Comments

    Many people often think of getting their businesses cyber secure as a destination and not a journey. This mentality is reflected with Cyber Essentials; businesses achieve their Cyber Essentials status and assume that means they’re now fully cyber secure without needing to do any extra or ongoing work to stay digitally secure. Whilst we wish

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  • Communicating Internally on WhatsApp? Here’s Why Teams is a Better Comms Channel 

    • 17th October 2023
    • Posted by: Mark Dodds
    • Category: Financial Services
    No Comments

    Despite the fact that WhatsApp was originally meant as a personal messaging app (think party planning with your friends or getting the family together over the festive period), somewhere along the way it morphed into a popular app for business communications. The fact it’s cheap – free in fact! – along with easy to install

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  • 10 Biggest Cyber Security Mistakes Financial Advisors and Planners Make…And How to Avoid Them 

    • 9th October 2023
    • Posted by: Mark Dodds
    • Category: cybersecurity, Financial Services, Security
    No Comments

    Financial advisors and planners rely on digital tools and platforms to manage their clients’ assets, provide investment advice, and streamline their operations. While these technological advancements have undoubtedly brought convenience and efficiency to the industry, they have also opened the door to a host of cybersecurity threats and challenges. Despite the growing awareness of these

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  • 10 Technologies To Instantly Improve Your Financial Planning Firm

    • 13th September 2023
    • Posted by: Mark Dodds
    • Category: Business, cybersecurity, Financial Services, Technology
    No Comments

    Cyber criminals use increasingly sophisticated techniques to bypass security. So the more barriers you put in their way, the harder you make it for them to break into your systems. All businesses should be using MFA as it provides great protection against cyber attacks and other security threats. Our new free guide tells you all you need to know. Download your copy instantly.

    read more

  • What Netflix and Lego did. But Kodak didn’t

    • 5th April 2022
    • Posted by: Mark Dodds
    • Category: Business, Financial Services, Growth, Strategy, Technology
    No Comments

    We’ve written a new guide about digital IT transformations. It’s an overview of what it actually means to digitally transform your business (with some case studies), and the basics you need to consider before you make any big decisions.

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  • How Security Acts as a Competitive Advantage for Financial Management Firms

    • 18th March 2022
    • Posted by: Mark Dodds
    • Category: Financial Services, Security
    No Comments

    Cybersecurity is a matter of great concern, especially for the financial services sector. Having adequate cybersecurity and a coherent security policy in place helps to protect your assets and keep your clients sensitive information secure. Cyberattacks are on the rise, and financial management firms are often targeted. But how can you not only protect against

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  • How to ensure your business’s spend on IT is an investment, and never an expense

    • 27th February 2022
    • Posted by: Mark Dodds
    • Category: Business, Financial Services, Growth, Strategy, Technology
    No Comments

    In the years we’ve been looking after businesses round here, we’ve noticed there are two different ways that owners and managers buy IT and technology. Some see it as an expense. Others see it as an investment

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