Advisors and wealth management professionals want to be able to work from anywhere and connect with clients and services from the device of their choosing.
Venn’s LocalZone™ technology creates a smart, secure perimeter around sensitive company and client data on a user’s desktop, laptop, tablet or smartphone.
Wealth management firms face the constant threat of cyberattacks and compromised client data.
Venn streamlines compliance onboarding, administration and monitoring while keeping OPEX and CAPEX in check.
Wealth managers and advisors are in the business of providing assurance and peace of mind.
Venn gives the wealth management business the power to communicate with valued clients via videoconferencing and other modern tools without compromising security or experience.
Venn is the industry’s first Virtual Desktop Alternative (VDA) for regulated industries and security-minded firms. Venn’s patented LocalZone™ technology creates a smart, secure perimeter around a user’s work applications and data.
An aggregator of broker dealers with 2,000+ advisors was looking for business efficiencies but had siloed technology and an inconsistent security infrastructure. The CTO was then made responsible for increasing profitability on a new line of business. They decided to build everything in-house and were unsuccessful with building an offering they could resell.
The client worked with us and were able to leverage our offering into a product they could easily resell.
• 200-user contract signed
• Eliminated technology silos and security inconsistencies
• Reduced complexity giving users a single login
• Enabled BYOD from anywhere increasing productivity
• Incremental Revenue on new line of business added to offering
Venn ensures compliance with all current cybersecurity regulations which require development and implementation of mandatory policies, principles, standards and guidelines.