OneDigital Warns Clients of Alleged Salesforce Data Breach
Action Required: Review data security protocols for third-party CRM and other technology providers; ensure robust client data protection measures are in place.
Financial advisors should note that OneDigital is warning clients about an alleged data breach involving client information stored on Salesforce, their CRM platform. This incident underscores the critical importance of data security and due diligence when utilizing third-party technology providers for sensitive client data, a key consideration for any technology adoption, including AI.
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