Case Study
Customized IT at Caja Morelia Safeguards Client Data
Ensuring client data protection through data management system
4 pages
This Smart Note No. 4 examines whether privacy of client information requires both high quality data security protocols and diligence in maintaining the confidentiality of client information.
Upon transforming to a regulated financial services provider, Caja Morelia needed to meet federal data management and reporting requirements. Faced with these new technology needs, Caja invested in a data management system and supporting processes to provide superior data security.
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