Building the Future “Virtual Financial Advisor” with Cyber Compliance

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Presented by

Rishi Malik, Director, Product Management, Entreda and Wiley Asher, Sr. Customer Success Manager, Entreda

About this talk

Investment management firms are going all-in with #VirtualFinancialAdvisors in 2022 – building teams of “Iron Men and Women”-like advisors that go beyond the hybrid work pivot of basic Zoom meetings to remotely engage their clients with a 100% digital-advice experience. However, despite its benefits, launching a new Virtual Financial Advisor team into the market comes with a unique set of challenges. It will require an upgrade to your cyber compliance strategy that not only meets the latest cybersecurity regulations, but mitigates the potential risk exposure that comes along with an expanded cyber surface area. Join our webinar Building the Future “Virtual Financial Advisor” with Cyber Compliance on February 10th at 10am PT/1pm ET to learn how you can ensure your Virtual Financial Advisor teams are shielded with the latest cyber compliance controls, monitoring and regulatory reporting capabilities required to unleash them into the market with confidence. Join our industry’s leading experts in cyber compliance as they share: - A primer on the latest cyber-attack vectors and insider threats exposed by the remote workplace - Best practices for compliance controls that consistently follow your advisor across virtual channels, networks, and devices - Reviews of cyber compliance policies, risk classification and threat notifications - Cybersecurity risk score modeling, analytics, and regulatory reporting Unleash your Virtual Financial Advisor team with confidence. This is the first webinar of a 3-part series.

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