Datafaction, City National's Private Bank Group and Hillard Heintze Events Datafaction, City National's Private Bank Group and Hillard Heintze Events

Events

Datafaction, City National's Private Bank Group and Hillard Heintze


Datafaction, along with City National's Private Bank group, were delighted to co-host the Hillard Heintze presentation on “Personal and Cyber Security: From Protecting Presidents to Private Families.” The event was held in several areas that included San Francisco, Los Angeles, Orange County, Ca, Washington, D.C., and New York.

Wealth and notoriety bring a unique set of security challenges. Few people know that as well as former U.S. Secret Service Special Agent Mike White. White transitioned from Special Agent in charge of the U.S. President to head of the Hillard Heintze Private Client and Family Offices Services practice. As the main speaker, White captivated the audience with his expert security strategies, based on the same protocols that protect U.S. Presidents. White provided the audience with important takeaways regarding personal cybersecurity and tips on physical security while traveling abroad.

The Datafaction team spoke to the audience about the security benefits of SaaS vendors and what to consider when choosing between cloud and on-premises providers. Attendees also learned about the level of security we provide to clients with AgilLink and what they can expect in future releases.

As the first co-hosted event between Datafaction and City National's Private Bank group, this was an excellent opportunity to showcase the power of our relationship and demonstrates how we jointly provide products and services that support our client’s goals and meet their security needs. Attendees walked away with valuable tips and information that will help them achieve their business goals through world-class technology and banking solutions.

Each event was well attended by family office clients of City National's Private Bank group and Datafaction, as well as other wealth firms. In light of this success, Datafaction and City National's Private Bank group look forward to joint endeavors in the near future.

*Hillard Heintze Private Client and Family Office Services is not affiliated with Datafaction.