Security

Developing and implementing an effective IT security audit program is a challenge for many financial institutions and corporate security professionals today. Cool Life CRM helps simplify this process, as well as reduce the cost of compliance with IT security policies.  Our easy-to-use permission management tools and robust system usage and activity reports help you keep your data secure.

When configuring a solution, we work with our clients with a step by step process during the creation of system user profiles, so they match and/or exceed existing IT security and audit management strategies.  Cool Life CRM supplements and assists financial institutions to be compliant with regulations set by FINRA and the SEC.

With our solution, we help reduce regulatory compliance costs and increase IT security.  Our security solutions benefit your firm by:

  • Reducing the manpower needed to complete an audit
  • Increasing efficiency in your audit process
  • Decreasing the amount of time spent on audits
  • Ensuring accuracy and eliminating redundant work

Additionally, Cool Life CRM utilizes the latest encryption technology to ensure firm data is kept secure while in storage and transmission. 

Cool Life CRM

 

Cool Life CRM enables a 360° marketing solution coupled with a full Relationship Life Cycle process, providing valuable insights for business leaders in real-time.

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