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.

Hey friends - Happy Friday! We are bringing on a new advisor and her BOB. She spent about 10 years on Salesforce (SF), and we need to migrate that over to Wealthbox (WB). The team at WB will help with the basics, but cannot assist us with the ~5,000 attached documents that she has stored by "event" (meeting) for each client. We need an expert who can help us export the docs and metadata from SF, clean it up (add the clients' names/dates to the files, if necessary), and import it into WB. I have to believe that another firm has walked through this before and has some insight. Any suggestions on who to contact? TIA!