Is Your CRM a Cybersecurity Risk?

Key Highlights: -Why financial CRMs are prime targets for cyberattacks. -The most overlooked vulnerabilities in platforms like Salesforce and Wealthbox. -Field-level vs. org-level security and why both matter. -The role of multi-factor authentication in a cloud-first world. -How AI is evolving both cyber threats and defense strategies. -Simple steps advisors can take now to secure their tech stack. This is a must-listen for any advisor serious about protecting their clients, their practice, and their reputation. Tune in and get ahead of the threats - before they get ahead of you. To learn more about JEDI Database Solutions, visit www.JEDIDatabaseSolutions.com