A Need for Secure Financial Data
Identifying Objectives
Noelle Follen is a Twin Cities financial advisor with more than 15 years of experience in the industry. She helps people set and meet each of their financial goals through skillful investment.
She’s well-versed in staying compliant with the training and testing in the financial securities industry — but she wisely turned to the experts where computer security was concerned.
Her office had been experiencing problems with her printer and scanner as well, but the vendor wanted to charge a lot of money to fix or replace the equipment for even small problems.
Noelle turned to us to help her business stay in compliance with FINRA regulations and to solve her office’s other hardware and software issues.
A Solid Investment
When we assessed Noelle’s computer systems, we found that she was working with an antique firewall that could no longer be counted on to provide well-rounded protection. It would be unable to counter the kind of security breaches that occur in this more aggressive world of hostile software. There was always the risk and fear of leaking sensitive client financial information. This was unacceptable, so she chose to get up-to-date and get secure.
We started by ensuring that her office had a rock-solid backup system, and then we moved on to perform a cleanup and tune-up of her systems. That included installing new firewall hardware, as well as disk encryption of phones and computers in Noelle’s office. This level of protection goes above and beyond what is typically done in most offices, but Noelle had the foresight to see its value to her clients.
Running the Numbers
As a result of our work, Noelle now has a computer network that’s in compliance with regulations. What’s more, her clients can rest assured that their financial information is secure.
Not only did we help her meet the objectives of financial industry regulations, but Noelle also appreciated our personable, highly responsive service. We were able to reply to her and get on-site to help the very same day.
“Since we found Watchdog Technology, our computers, phones, and printers, and even the copy machine have been working smoothly. They are also very secure. He has a broad depth of knowledge and keeps up with current technology. He has been available when we have needed him for all our frustrating computer issues that have come up. This has been the best find and hopefully he will be around for as long as we have all these computers and phones.”
–Noelle Follen