3 Ways to Protect Your Client Data 3 Ways to Protect Your Client Data


3 Ways to Protect Your Client Data

You go to great lengths to ensure that you and your families are safe. Your homes are guarded with sound and motion sensors, your cars are equipped with an alarm and even your pets have chips that can help locate them if they become lost. But what about your most sensitive professional possession? What about your client data?

In AgilLink, data is protected with banking-grade security protocols and 24/7 real-time monitoring. What can make this even more secure? YOU!

#1 Arm your team with knowledge about passwords.

Cybersecurity is not just an IT or technology issue; it’s a company-wide issue. The weakest link in the chain to access data is typically a human being. AgilLink assists you by requiring password changes every 45 days as well as a strong password format.

You can make this even better by encouraging users not to take the "easy path" by using passwords like "4Dodgers!" or "1YankeesFan!" Yes, these meet the requirements, but they are far too easy to guess, especially if someone is familiar with your interests.

If this sounds like too much effort, there is hope! Password managers are digital tools that can help you form strong passwords, and many are moderately priced or free of charge. A simple Google search will give you plenty of options. Consult with your IT provider and discuss if there is a password management tool that is ideal for you.

A password manager can generate strong passwords for you and provide methods to store them securely. Most will also offer browser add-ins so that you do not have to type the complicated password by hand!

Finally, never write-down the passwords or share them with another person. Never.

Go the extra mile. Be brave. Always use a strong password!

#2 Get creative with security questions.

The first time I consulted with a high net-worth individual, they groaned when we got to the security questions. When I asked what was wrong, they replied:

  “The public can find all of my answers on the internet. My mother’s maiden name is just a few clicks away.”

I suggested that we think outside of the box and answer the security questions from another person's point of view; someone you know well but who would have entirely different answers from yours. Alternatively, you can create random answers and record them in the secure notes or photographs section of a password manager. Most importantly: select security questions that can't be easily discovered.

Choosing the less-than-obvious route will keep you a step ahead.

#3 Stay vigilant.

The same way you cover the keypad when you enter your PIN at an ATM, and you don’t check bank balances on your phone with people in line behind you: Stay aware of password security, and your precautions will serve you well.


For more helpful tips on how you can protect your client’s data and your business from cyber fraud please see:

Password Tips for Businesses to Avoid a Data Breach

Top 6 Cybersecurity Tips for Businesses

Covid-19 Security Scams