Tag: CyberSecurity

January 27, 2021 David Gemma

Financial Services & Technology News for January 2021
Solution – Aggregate All Your Clients’ Assets & Present a Powerful Visual Story with Affinity & Power BI
Webinar – Refinitiv: Navigating Sanctions During 2021 and Beyond
CyberSecurity – Don’t Be a Victim! Protect Your Firm & Your Clients with ITComplete DataSafe
Tech News – Top Execs Relentlessly Targeted for Extortion by Ransomware Cyber-Gangs
2020 – What Now? How about a Negative Leap Year!
MS Teams – New Email Integration Feature Expected to Result in Serious Time Savings!
CyberSecurity – Home Network Wi-Fi Security Tips
Blog – Power BI Dashboard Tips for Consumers, Creators & Developers
Monthly Trivia – Planets with the Longest & Shortest Days in Our Solar System

July 31, 2019 David Gemma

Financial Services & Technology News
Video – Safe Web Browsing Techniques in 60 seconds!
Another Quarter End, Another Painful Client Reporting Fire Drill?
Solution – It’s Time for a Smart Reporting Solution to Help Your Firm!
Operations – Streamlining Client Service Operations
Tech Buzz Words in Financial Services that You Should Learn
CyberSecurity Impact on Markets – US Commodity Futures Trading Commission
Technology – Infor CEO Charles Phillips Talks Tech
Article – What are Virtual Private Networks (VPNs)?
Compliance – Tools & Guides in the FINRA Compliance Toolbox
Monthly Trivia Question – Most Dangerous Month of the Year for Stock Speculation

May 30, 2019 David Gemma

Financial Services & Technology News
UNAPEN Newsletter – May 2019
Video: What is Social Engineering? No, it is NOT a Facebook course!
Report – 2019 SEC Examination Priorities… with a Focus on CyberSecurity & Business Continuity
Solution – Getting Your Firm Well-prepared for Cyber Risk, Business Disruption & SEC Auditors
Cyber Security Awareness & Training For Wealth Management & Investment Advisory Firms
Hacked – Redtail CRM Exposes Confidential Data of Their Financial Services Clients
Video: Am I Using “Easy” Passwords – What is the Problem?
Wow – Kentucky Derby: That Never Happened in 145 Years
Report – Who, What, How in the 2019 Data Breach Investigations Report
Trivia – Rules for Flying the Flag on Memorial Day

December 19, 2018 David Gemma

Online Holiday Shopping – Growing in Popularity, Exposing You to Identity Theft & Data Breaches!
UNAPEN Solution – Dark Web Monitoring & Identity Theft Protection
Marriott Data Breach – One of the Largest in History Impacting Over 500 Million People!
Artificial Intelligence – “Computer…What’s For Dinner?”
Hackers – Are Hackers Targeting You? YES, You Don’t Need to Be Rich or Famous
Monthly Trivia Question – New Year’s Rockefeller Center Tree

November 28, 2018 David Gemma

IT Vendors – Make Sure to Pick an IT Firm that Specializes in Financial Services!
UNAPEN Solution – Custom Client Reporting for Axys, APX & PortFolioCenter
Protect Your Firm – 3 Common Ways Data is Lost in the Cloud
Video – 2018 Ransomware Report: Real Statistics & 2019 Predictions
Cyber Security – Am I Hacked? The Question is Not If but Yet!
Monthly Trivia Question – The First Thanksgiving

October 30, 2018 David Gemma

October is both Halloween & National Cyber Security Awareness Month!
UNAPEN Solution – Free Cyber Security Audit
SEC Audits – How to be Proactive with ITComplete NetScan
New Tech – Boeing 737 Max: Insane Vertical Take-Off into Zero Gravity
Advice – Email Oops, & How to Avoid Them
Monthly Trivia Question – Halloween Candy

August 23, 2018 David Gemma

Check out the UNAPEN Newsletter – August 2018
Summer is Over – Making “Back to Work” Easier
CyberSecurity Guidance – Avoid Unnecessary Business Disruptions & Headaches
UNAPEN Solution – ClientLogix: CRM, Business Mgmt & Business Intelligence for Asset Mgmt Firms
Productivity – Windows 10 Tips & Tricks
Technology – Smart Devices: Convenience vs. Security Exposure
Technology Guidance – How Can RIA Firms Afford CyberSecurity?
Monthly Trivia Question – Labor Day in Europe

June 27, 2018 David Gemma

Check out the UNAPEN Newsletter – June 2018
Solutions – Common Problem Areas in Asset Management Firms
CyberSecurity – Steps to Protect Your Firm from Malware
Client Reporting – Endless Challenges with Content, Processing & Overhead?
CRM – Tired of Sub-Standard CRM Bundled with Your Portfolio Accounting System?
Technology Advances – 3D Printing to Create Free Prosthetic Limbs for Children
CyberSecurity – Losing Time & Overspending on Security & Data Protection?
World Cup – Thomson Reuters Labs Crunch World Cup Data
Monthly Trivia Question – Hottest Place in the United States?

April 25, 2018 David Gemma

Check out the UNAPEN Newsletter – April 2018
UNAPEN Solution – Thomson Reuters Showcases DataScope Select & PriceFusion at AUG National Member Meeting
Thomson Reuters – Announces Eikon Product Enhancements
PriceFusion – Advent Axys & APX Firms Now Have a Choice in Pricing Vendors
Microsoft – Going Green in Silicon Valley
CyberSecurity – Protecting Your Firm from Phishing Scams
Monthly Trivia Question – Delaying Tax Day

January 25, 2018 David Gemma

Check out the UNAPEN Newsletter – January 2018
CRM Industry Study – 871% Realized Gains from CRM?
UNAPEN Solution – Strengthen, Grow and Renew Client Relationships in 2018 with ClientLogix CRM
Virtual Reality – Meet the Ford GT via HoloLens, an Immersive VR Experience from Microsoft
CyberSecurity – Security Awareness Tip of The Day
Monthly Trivia Question – SuperBowl Winners

November 30, 2017 David Gemma

Check out the UNAPEN Newsletter – November 2017
FinServ CRM – Elevating the Client Experience & Driving Results
CyberSecurity – Online Shopping for Cyber Monday & December Holidays
CRM Case Study – Lord Abbett Gains a Sales Edge with Infor Sales Intelligence for CRM
On-Demand Demo – Marketo Marketing Automation for Infor CRM
CyberSecurity – Netflix Users Beware
Monthly Trivia Question – How Did Thanksgiving Become a National Holiday?

June 26, 2017 David Gemma

Joe Walker discusses how things we receive “free” online must be balanced with the sacrifice of personal privacy and more.

February 6, 2012 UPAdmin

Protect your data and maintain your critical systems. With UNAPEN, you can take the stress out of running your IT systems. The ITComplete Suite consists of the following:

– Managed IT Services
– Business Continuity & Disaster Recovery
– CyberSecurity