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Technology and Data

A decription on the growth strategy for the audience.

Information security, Technology and Data

Practical Cybersecurity Tips for Financial Advisory Firms

In this article, we provide practical cybersecurity tips for Australian financial advisory firms, focusing on key areas like vulnerability management, data encryption, access controls, and incident response planning. Using the FIIG breach as a case study, we offer actionable steps to protect sensitive client data and strengthen your firm’s security posture.

9th April, 2025

Technology and Data

How Australian Financial Services Can Combat Evolving Cyber Risks

In this first part of our two-part series, we explore the evolving cybersecurity threats facing Australian financial services firms. From ransomware to phishing attacks and supply chain vulnerabilities, we discuss the growing risks and offer actionable steps to strengthen your firm’s cyber defences and protect sensitive client data.

26th March, 2025

Cyber, Information security, Technology and Data

Your Financial Data Is at Risk: 4 Steps to Protect It Now!

As data breaches surge, the financial industry faces increasing cyber threats. In this article, Neriza, VBP Deputy Manager, outlines four essential steps to protect your information. Learn how strong passwords, multifactor authentication, phishing awareness, and regular updates can safeguard your digital environment and keep your data secure.

15th October, 2024

Technology and Data

How Combining RPA and AI Can Digitally Transform a Financial Planning Business

Financial planning is a complex and dynamic process that involves collecting, analysing, forecasting, and reporting financial data for various purposes. Financial planners need to deal with multiple sources of information, such as client profiles, market trends, tax regulations, investment options, and risk factors.

2nd November, 2023

Technology and Data

The Role of AI in Financial Planning: Insights From the US

Ever since ChatGPT burst onto the scene late last year, generative AI has been front and centre of business discussions and financial planning, just like any other industry, ignores it at its peril.

27th October, 2023

All topics

All topics

Technology and Data

Practical Cybersecurity Tips for Financial Advisory Firms

Read more

How Australian Financial Services Can Combat Evolving Cyber Risks

Read more

Your Financial Data Is at Risk: 4 Steps to Protect It Now!

Read more

How Combining RPA and AI Can Digitally Transform a Financial Planning Business

Read more

The Role of AI in Financial Planning: Insights From the US

Read more