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Network Security Security-Basics
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Protecting Client Identity

Subject: Protecting Client Identity
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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