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RIA Operators

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1 contribution to RIA Operators
Client Identity Verification via SMS OTP
Our firm is working on strengthening our cybersecurity and would like to implement an identity verification tool to use with clients. With the increase in hackers using A.I. to impersonate voices and spoof phone numbers, we would like to use a tool to send clients a SMS verification code when they call in with requests and verify the code. We found Twilio Verify, but after digging more into the tool, it seems that it is just an API tool that requires you to code it into an existing website/app or use 3rd party vendors with it. It just seems much more complex than we would prefer. I would love to see what other RIA firms are doing to verify client identities and what tools are being used for SMS OTP verification.
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Christina Park
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4points to level up
@christina-park-6709
I'm an Operations Manager for a Chicago-based RIA firm. I co-lead the firm alongside our principals, overseeing operations, technology, and compliance

Active 4d ago
Joined Dec 5, 2024
Chicago
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