From Insight to Action: AI Takes the Lead in Wealth Management’s Digital Transformation
F2 Strategy’s Q2 2025 Trend Report reveals a seismic shift in wealth management: AI adoption has surged 23% across the industry over the past two years, led primarily by RIAs and large institutions, while bank trust firms continue to fall behind. Digital Transformation Through AI: A Strategic Imperative AI as the digital backbone. From automating note-taking and structuring unstructured data to generating compliant client
Protective Measures to Shield Your Business from Phishing Attacks
Phishing attacks remain one of the most common and dangerous threats to businesses today. Unlike technical exploits, phishing targets your people, those trusted team members who keep your operations running. One misplaced click can open the door to significant data breaches, financial loss, and reputational damage. The good news is that a few proactive measures can go a long way toward
Deloitte Report Reveals Cybersecurity Gaps in Family Offices. Is Your Office at Risk?
At TekConcierge, we view cybersecurity and digital transformation as interconnected priorities. As family offices adopt new technologies to manage wealth and operations more efficiently, securing these digital assets becomes a critical concern. A new report from Deloitte highlights just how vulnerable family offices have become. Despite increasing digital complexity, many still lack the basic cybersecurity infrastructure required to defend against modern
Disaster Recovery Testing: Techniques Every Business Leader Should Know
You may have a solid disaster recovery plan (DRP) on paper, but will it hold up when it matters most? At TekConcierge, we believe a well-designed recovery plan is only as good as its ability to perform under pressure. That’s why testing your DRP regularly is just as critical as creating it. In this article, we’ll walk you through why DRP testing
Protecting What Matters: A Practical Guide to Cloud Security
Cloud platforms have become essential to how family offices, private equity firms, and venture capital groups operate. These organizations rely on the cloud to manage investor communications, financial records, collaboration tools, and more. While the cloud brings speed, flexibility, and scalability, it also introduces real security risks. High-value data and financial assets can make your organization a target, and the more