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Is Your CRM a Cybersecurity Risk?

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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Is Your CRM a Cybersecurity Risk?

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