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| Subject: | Protecting Client Identity |
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| Date: | 25 Mar 2008 19:18:47 -0000 |
What are the best practices generally used to authenticate a client or external advisor that is calling in to get information regarding a client's account? We have discussed the use of non-specific client questions that would be stored in our CRM however I would like to hear what other corporations are doing. Specifically in the financial industries area. Thank you,
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