Navigating Cybersecurity in Financial Management

Over decades of working with clients, our iWealth team has always taken our client’s financial management very seriously. With Artificial Intelligence and other scams continuously evolving, our team continues to stay on the front lines of keeping your financial safety paramount. Here are a few of the things you can count on when working with our iWealth team:

Your Personal Data, Safe and Sound

We make sure your personal and financial information is like a fortress, protected with the latest encryption technologies. Your privacy is our top priority, whether we’re handling your financial records or any other sensitive data.

Communication You Can Trust

When it comes to sharing important documents and information, we use special channels that are as safeguarded like a bank’s vault. Rest assured, your information stays confidential and only accessible to you and authorized personnel.

Always Know It’s You

We’ve got your back with extra layers of processes, similar to questions you get when logging into your bank account. While we pride ourselves on getting to know our clients very well, the extra steps we have in place are set to combat every increasing and sophisticated scams.

Keeping Our Guard Up

Our team stays ahead of the game with ongoing training to spot and stop potential cyber threats. You can trust that we’re always on the lookout for anything phishy, like those sneaky email scams, AI voiceovers and deep fake technologies.

Partners You Can Count On

Any company we work with must meet our strict standards for keeping your information safe. We’ve got your back and theirs, ensuring that your data is in good hands no matter where it goes.

Plan B – Ready When You Need It

Just like how you keep backups of your important files, we’ve got backup plans in place to keep your information safe from anything unexpected. We’re prepared to bounce back quickly and keep things running smoothly, no matter what.

Watching Over Your Shoulder (But Minnesota Nice-ly)

With special tools, we’re always keeping an eye out for anything unusual. Rest easy knowing that if anything seems off, we’ll personally jump into action to keep your information safe and sound.

Playing By the Rules

We make sure to follow all the important FINRA rules and regulations when it comes to protecting your data. Your data protection is worth every bit of extra effort we put into keeping everything above board.

Ready for Anything

In case the unexpected happens (which thankfully it hasn’t in 30 years), we’ve got a plan. Our team knows just what to do to handle any situation quickly and efficiently, so we can all get back to focusing on your financial goals.

Extra Protection, Just in Case

We’ve taken the extra step to make sure we’re covered in case anything goes wrong. With cyber insurance, we’re prepared to handle any financial impact of a data breach, so you don’t have to worry about a thing.

With these measures in place, you can trust that your financial information is safe with our iWealth team. Your data protection is our top priority, always.