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The Banker’s Guide to Secure Customer Support

The Banker’s Guide to Secure Customer Support

by Gene Reich | Oct 10, 2025 | Banking Security, Cybersecurity Trends, Financial Services Security Best Practices

In the financial sector, trust has always been the currency behind every interaction. Clients expect not only that their money will be handled with care but also that their identities, accounts, and private conversations will be safeguarded. Yet within the everyday...
Using Slack Securely

Using Slack Securely

by Gene Reich | Jul 29, 2025 | Ephemeral Messaging, Financial Services Security Best Practices, MSP Security Best Practices, Secure Slack Communications

A Practical Guide for Sending Sensitive Data Without Leaving a Trail In countless organizations, Slack is more than just a chat tool. It’s where projects are kicked off, credentials are requested, approvals are given, and files are shared, often without a second...
The Financial Sector’s Quiet Struggle with PreTexting Attacks

The Financial Sector’s Quiet Struggle with PreTexting Attacks

by Gene Reich | Jul 22, 2025 | Cybersecurity for Banks, Financial Services Security Best Practices, Secure Communication

In the polished offices of banks and credit unions, where compliance is routine and audits are anticipated, a quieter threat has taken root. It does not breach firewalls or exploit zero-days. It knocks politely, cites regulations, and asks to be let in. This is the...
Is This Really Our Customer?

Is This Really Our Customer?

by Gene Reich | Jul 1, 2025 | Cybersecurity for Banks, Cybersecurity Trends, Financial Services Security Best Practices, Quishing, Secure Communication

Rethinking Support Verification in Financial Services Support channels in financial institutions continue to serve as frequent targets for identity-based fraud. Despite advances in perimeter security and fraud analytics, the processes used to verify customers during...
Banks Can’t Keep Trusting the Wrong Voice

Banks Can’t Keep Trusting the Wrong Voice

by Gene Reich | Jun 24, 2025 | Cybersecurity for Banks, Cybersecurity Trends, Financial Services Security Best Practices, Secure Communication

Every week, I speak with leaders in financial services who are confident in their fraud prevention systems. Until we talk about the support desk. Not the perimeter. Not the firewall. Not the encryption layers. The support desk. That’s where uncertainty starts to creep...
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