EPISODE · Jun 21, 2025 · 17 MIN
Is Your CRM a Cybersecurity Risk?
from Advisor Talk with Frank LaRosa · host James Primiani, Sue Cheema
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
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What this episode covers
In this special JEDI Council edition of Advisor Talk, Chief Technical Officer Jim Primiani and Chief Information Officer Sue Cheema team up for the first time on the mic to dive deep into one of the most critical - and often overlooked - topics in the financial services world: cybersecurity and CRM protection. From hidden database vulnerabilities to AI-powered threats, this episode is a wake-up call for any advisor who assumes their client data is safe just because it’s “in the cloud.” Jim and Sue break down best practices, common missteps, and actionable tips every firm should consider to strengthen their digital defenses and safeguard their most valuable asset - their data.
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Is Your CRM a Cybersecurity Risk?
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