Blog Entries by Carlos Coutin, Financial Services Technology Strategist, Envision Consulting

Educating Clients About Cyber Security Should Be Part of Your Role As an RIA

Carlos Coutin, Financial Services Technology Strategist, Envision Consulting

As more clients become aware of cyber security risks, there will be a greater demand for investment advisors who have already established best practices to keep their clients safe and who take the time to educate their clients...Read More »

Great Technology Advice Takes a Gentle Touch

Carlos Coutin, Financial Services Technology Strategist, Envision Consulting

Registered investment advisors helping their clients with technology should make sure to use a gentle hand to have the maximum impact...Read More »

Five Reasons Your Company Should Develop a Cyber Security Strategy Now

Carlos Coutin, Financial Services Technology Strategist, Envision Consulting

From a billion-dollar bank heist to massive leaks of private information, the headlines are littered with reasons why cybersecurity strategies are more important than ever...Read More »

Danger, Will Robinson! Where Robo-Advisors Are at a Disadvantage

Carlos Coutin, Financial Services Technology Strategist, Envision Consulting

Whenever I hear the term robot, I always imagine the mechanical member of the crew from the old television series Lost In Space..Read More »

Rules to Help: Disaster Recovery Compliance

Carlos Coutin, Financial Services Technology Strategist, Envision Consulting

Crossing your fingers or looking on the bright side will not stop an unforeseen disaster from tearing your company offline, or worse, out of business altogether...Read More »

Cloud Computing Solutions: Here's the Growth Forecast for the Next Few Years

Carlos Coutin, Financial Services Technology Strategist, Envision Consulting

Cloud computing solutions are more popular now than ever, and a recent analysis by Forbes shows that enterprise usage of the cloud will only accelerate in 2015...Read More »

Robo-Advisors: Pros, Cons, and How Human Advisors Can Adapt

Carlos Coutin, Financial Services Technology Strategist, Envision Consulting

Robo-advisors are complex computer systems that can review analytics and make financial recommendations based on current trends and on the personal preferences of an investor. Investment companies such as Vanguard have already spent millions on the development of this automated investment solution, and it’s likely that as millennials get older and become more active investors, the service will increase in popularity...Read More »

Disaster Recovery: Compliance with SEC Guidelines

Carlos Coutin, Financial Services Technology Strategist, Envision Consulting

Nothing is as potentially disastrous as having no plan to shield your business from an unexpected emergency. A plan to safeguard business data is critical, and readily available through backup, storage and some advance planning for quick recovery after a calamity, whether natural or manmade. The blood, sweat and tears that go into establishing a business could be in vain if that business lacks a plan for disaster recovery...Read More »

Are You Able To Withstand OCIE Cyber Security Initiative Scrutiny? Eight Quick Tips for Compliance

Carlos Coutin, Financial Services Technology Strategist, Envision Consulting

The OCIE Cybersecurity Initiative scrutinizes a person's cyber security risk evaluation, threat detection, protective measures, and response plans to cyber attacks. There's more than one kind of inspection or examination a person could face from the OCIE: these include a standard examination assessing overall security practices and a close inspection of the firm following a particular problem...Read More »

What is Involved in an IT Security Audit?

Carlos Coutin, Financial Services Technology Strategist, Envision Consulting

Companies are increasingly foregoing IT security audits, with the belief that these audits are unnecessary. But neglecting security audits can be suicide for a business. Just one breach can cost millions of dollars, leak valuable corporate information, or destroy the reputation of a company. There are many advisors that volunteer, give back to their community and use their skills and talents to become board members for not-for-profits, foundations or endowments...Read More »