Sentences with phrase «access to client information»

His laptop gives him access to client information, online services, and Web - based documents, while his iPhone also regularly serves as a camera, a financial calculator, a digital compass, and even a copy machine.

Data Security REALTORS ® should maintain reasonable security standards and procedures regarding access to client information.

For one, chatbots have faster and more accurate access to client information.

«I think, in particular, the legal industry and law firms are susceptible to this because they hold so much information, not only within the law firm but access to client information and files, which puts their clients at risk.»

Obviously, you can not be available to your clients at all times, but you may be able to use client portals, chatbots or other technology tools to provide on - demand access to client information and even some legal advice or services.

For example, is the cloud vendor expected to support critical customer operations and will direct access to client information be required?

The critical requirement under RPC 1.6, therefore, is that the attorney «exercise reasonable care» against the possibility of unauthorized access to client information.

Under Rule 1.6 (c), lawyers must make «reasonable efforts» to prevent inadvertent or unauthorized access to client information, including communications.

It's changed to the degree lawyers need freedom of mobility and access to client information from anywhere and from any device.

But within a specific practice area, there are very large efficiencies — shared technology, training, templates, institutional knowledge, and access to client information — that a focused firm has over a bunch of independent lawyers.

The rules now require «reasonable efforts» to avoid the «inadvertent or unauthorized» disclosure and access to client information, and for lawyers to not only keep abreast of the law but technology, as well.

Full access to client information including trading activity, personal details, account information, all in real time

Not exact matches

Under TREB's current rules, real estate agents and brokers can access this information through the Multiple Listing Service and turn it over by hand, e-mail or fax to their clients (the clients can't get it themselves because it's not available on Realtor.ca, the public version of MLS).

«Once in, the hackers had full access to client emails, passwords, and all manner of sensitive information,» says Sanjeev Verma, founder and chairman of encryption services vendor PreVeil.

J.P. Morgan Chase customers were able to access other clients» personal information Wednesday due to a glitch in the company's online systems.

For daily access to the information, clients can log on to the password - protected Legacy South Web site (www.legacysouth.com).

Clients, for their part, appreciate the flexibility portals offer, as they can get access to information, make appointments or pay bills at any time.

A digital client portal, then, is ultimately a way for the provider to reinforce its relationship with its client, giving the latter more access and control over the information the two parties share.

Julia Payne Cooper, senior workplace specialist in the Seattle office of design, architecture and engineering firm HOK, says the majority of her clients who locate their offices alongside their manufacturing spaces have seen benefits, including an increased speed to market for product and faster access to information and decision - making.

You are an authorized representative of a bank, broker - dealer, insurance company, registered investment adviser or other professional client (together, «Financial Institutions») engaged in business activities outside the United States of America (a «Non-U.S. Adviser») and the Financial Institution has authorized you to access and use the Holdings Information.

The contract must clearly disclose any conflicts of interest that do exist, and must give the client instructions as to how he or she can obtain online access to compensation arrangements entered into by the insurance carrier (the final rule, however, provides for a streamlined disclosure pursuant to which individualized information about specific advisors need not be listed).

The company had unfettered access to Facebook users» information, which it gathered up through quizzes and later sold as reports to clients.

The information we collect is used to maintain the highest level of security for our clients by verifying your identity and preventing access by unauthorized individuals.

Accountants have a few options to partner with SurePayroll: To become a referral partner and direct clients to the product; To use the partner dashboard to access client payroll information for those already using the product; Or to become a reseller and offer payroll services in - house to clientto partner with SurePayroll: To become a referral partner and direct clients to the product; To use the partner dashboard to access client payroll information for those already using the product; Or to become a reseller and offer payroll services in - house to clientTo become a referral partner and direct clients to the product; To use the partner dashboard to access client payroll information for those already using the product; Or to become a reseller and offer payroll services in - house to clientto the product; To use the partner dashboard to access client payroll information for those already using the product; Or to become a reseller and offer payroll services in - house to clientTo use the partner dashboard to access client payroll information for those already using the product; Or to become a reseller and offer payroll services in - house to clientto access client payroll information for those already using the product; Or to become a reseller and offer payroll services in - house to clientto become a reseller and offer payroll services in - house to clientto clients.

MaRS is committed to providing accessible information and communication to all of its clients and recognizes that people with disabilities often use methods other than standards print to access information.

As a client of UBS, you have exclusive access to extensive financial information and publications from our investment experts.

Because of the proliferation of ECN's, many brokerages give their clients access to full pre-market information: bids and offers, trade information, and price changes compared to the previous day's official close.

Optum: eBook Hub Optum facilitates fast, easy access to information that supports decision - marking across the healthcare system with clients in 140 countries.

Login to access and manage your client information through Putnam's Daily Statement view or DST Vision.

Thalmic Labs is committed to treating all stakeholders, including our clients / customers, employees, job applicants, suppliers, the public and any visitors who may enter our premises, access our information or use our services, in a way that allows them to maintain their dignity and independence.

In addition, Banco Popular redesigned the business banking section of its website with new customer tools and detailed information on offerings and other information, all of which was designed to give clients 24/7 access to valuable tools and information.

«MSI is also calling for healthcare professionals to provide women with comprehensive contraceptive information and access to the full range of modern methods via dedicated client consultations, and for more investment in training for healthcare professionals in fitting long acting reversible contraceptive methods (LARCs), which are a critical part of the Government's strategy to reduce the number of unintended pregnancies and abortions in the UK.»

Imagine a social media company with access to its clients» personal information and interactions.

We work collectively, as a team, to make sure EVERY client has access to the best information we can provide.

That's why we provide every KKamp CB client with the Complete Handbook pdf, which features a handy clickable table of contents that allows fast access to whatever information you are seeking.

For me, it was very important to know that our bridal clients would be able to buy online with confidence but without traditional fittings, whilst still having access to all the information they might need about the product and fit.»

When a salesperson has instant access to information, he is able to handle client queries efficiently.

Instructional designers should have access to a wealth of information about the organization or business, as well as customers and clients.

ExED's Accounting Portal provides our client schools with secure online access to real - time accounting information such as vendor activity reports, check register, and general ledger.

This platform allows the clients to get programmatic access to valuable data points such as profile and funds information, order history, positions, live quotes and so on.

TrackStar ™ credit repair business software will increase your productivity, free up your time, organize your client files, improve customer access to information, and streamline your operations.

Many times towards the end of my credit program I ask a client who was the person that referred them to me if I don't have access to the information right then.

With the MAM system, traders can also access all the information and separate client accounts in order to manage their clients» accounts effectively.

The Book of Business provides access to all your client variable annuity contract information — and the ability to service those contracts — in just a few clicks.

Client Point is Old National's online access to your Wealth Management account information.

SnapCap is committed to increasing small business access to credit, delivering complete and transparent information, and respecting our clients.

Scotia iTrade clients can now access to this information feature under the «investing ideas» section.

It is imperative that advisors proactively provide access to a client's financial plan as well as relevant, educational information to increase a client's overall financial literacy.

In addition to utilizing credit history for employees with direct access to company or client funds, employers examine credit history for employees with access to sensitive information.

This can include human resource functions where employees have access to Social Security numbers, banking information and other personal data of co-workers or it could include those with access to client or customer credit card or account information.