Is Your CRM a Cybersecurity Risk?
Jun 21, 2025•17 min•Ep. 219
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Episode description
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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