Wednesday, 2 February 2022

Register Today: Building the Future “Virtual Financial Advisor”


Hi Rupert,


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 engage their clients with a 100% digital-advice experience.


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 also mitigates the potential risk exposure that comes with an expanded cyber surface area.


Join our webinar Building the Future "Virtual Financial Advisor" with Cyber Compliance February 10 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. Our industry's leading experts in cyber compliance will 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


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