Enhancing Client Security: Crowe Financial Planning decision on document delivery
To bolster our client’s security, Crowe Financial Planning has made a significant decision to no longer issue documents containing personal or sensitive data via standard email attachments. This proactive step aims to safeguard client information and prevent potential breaches.
The communication preference survey
In February 2024, Crowe Financial Planning reached out to its clients, asking them to indicate their preferred method of communication: electronic or postal. The response rate has been encouraging, with 40% of clients providing the required feedback. If you haven’t replied yet, we urge you to do so as soon as possible.
Electronic communication preferred
The results for the survey’s received so far are revealing a very clear trend: 75% of our clients prefer to receive communications electronically. Acknowledging this preference, Crowe Financial Planning has taken action to enhance security and streamline our document delivery.
Introducing the Document Secure Administration Hub
Crowe Financial Planning has established the Document Secure Administration Hub (DASH), a comprehensive solution for secure document exchange. Here is what it includes:
- Document delivery: Secure transmission of personal and sensitive documents to our clients.
- Completion services: Streamlined processes for clients to fill out and return forms.
- Digital signatures: Effortless and secure signing of important documents.
- Client portal: A dedicated platform for secure communication between clients and Crowe Financial Planning.
Email addresses for electronic correspondence
As part of our commitment to data security we want you to know the email addresses that we will be contacting you from:
DASH:
Risk Profiling Questionnaire:
From Crowe Financial Planning staff:
- [firstname].[lastname]@crowe.co.uk
To ensure that our emails reach your inbox promptly and to avoid your spam filters, please add these addresses to your email ‘safe senders’ list. Specific instructions for this will vary based on your email service provider.
Accessing the Client Portal
Our client portal is live and accessible directly from our website. As we continue to enhance the portal, we will provide user guides with step-by-step instructions on various features, including:
- User Guide
- Registration Process
- Setting Up Two-Factor Authentication
- Using Two-Factor Authentication
- Installing the Mobile App
- Password Reset
- Finding Your Username
Stay tuned for updates on the client portal page!
At Crowe Financial Planning, we prioritise client security and strive to make communication efficient, secure, confidential, and user-friendly. Thank you for your continued trust in our services.