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Jul 2019

Beyond Encryption partners with Origo Services to share expertise at the Personal Finance Society (PFS) industry event

Beyond Encryption shared its email and identity security expertise alongside Origo, the Edinburgh based FinTech business at a special industry workshop held at Museum of London. .

The Personal Finance Society event is co-hosted by the Financial Technology Research Centre and is entitled ‘Empowering Advice through Technology’.

Beyond Encryption / Origo Servicesl helped delegates understand the issues they need to consider when choosing technology in seeking to address the ever-increasing risks of cyber crime: 

  • Validate if they have the right technology in their businesses
  • Understand how emerging technology can enhance the customer experience
  • Commence a plan to source and implement technology that best meets their needs

Eight plenary sessions explored different areas that are essential for adviser firms to consider, combined with eight “disturbance demos” to show leading edge technology which can help transform their businesses.

Beyond Encryption’s CEO Paul Holland will be one of the experts providing advice on the day. He said: “Email security and the protection of data is so important in the personal finance industry in particular. The financial services industry is dealing with highly confidential information and potentially large sums of money are at risk, which means the need to exercise caution when communicating digitally is imperative.”

The workshop, which takes place at Museum of London, will include discussions on:

  • The role of Practice Management Systems
  • 21st century Fact Finding
  • Innovations in Risk Profiling
  • Choosing the right Automated Advice solutions
  • Data security, GDPR & Compliance
  • Increasing client engagement through Cashflow Planning
  • Customer communications 
  • How to select the best technology for your firm, plan your implementation and ensure you get the most out of your investment

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