Here's how you can safeguard data security while using new technology as an account manager.

1 Assess Risks

Before integrating any new technology into your workflow, conducting a thorough risk assessment is essential. This means evaluating the security features of the technology and understanding how it could potentially expose client data to risks. Consider the types of data you handle, where it will be stored, and who will have access to it. By identifying vulnerabilities early on, you can take proactive measures to mitigate them, such as setting up strong authentication processes or ensuring that the technology has robust encryption methods.

2 Train Regularly

Continuous education is your best defense against security breaches. As you adopt new technologies, make sure you and your team are well-versed in their use and the potential security risks they pose. Regular training sessions can help everyone stay updated on best practices for data protection and familiarize themselves with the warning signs of phishing attempts or other cyber threats. A well-trained team is less likely to make mistakes that could lead to data breaches.

3 Secure Access

Ensuring secure access to new technologies is a critical step in protecting data. Implement multi-factor authentication (MFA) to add an extra layer of security beyond just passwords. This could involve a code sent to a mobile device or a biometric verification like a fingerprint scan. Additionally, limit access to sensitive data based on roles within your organization, so that only those who need it for their specific tasks can view or edit it.

4 Update Policies

Your data security policies should evolve with the technology you use. Review and update these policies regularly to address new types of data, changes in compliance regulations, and advancements in technology. Make sure your policies cover aspects like remote work, use of personal devices for business purposes, and how to securely share information with clients and colleagues. Clear guidelines will help everyone understand their responsibilities in maintaining data security.

5 Monitor Activity

Keep a vigilant eye on how new technology is being used with continuous monitoring. Set up alerts for unusual activity that could indicate a security breach, such as multiple failed login attempts or access from unfamiliar locations. Regular audits of user activity can also help detect any unauthorized access or suspicious patterns that might slip through the cracks. By monitoring usage, you can quickly respond to potential threats and protect client data.

6 Plan Response

Despite your best efforts, incidents can occur. Therefore, having a well-defined incident response plan is crucial. This plan should outline the steps to take in the event of a data breach, including who to notify, how to contain the breach, and how to recover lost data. A swift and organized response can minimize damage and restore trust with your clients. Ensure all team members are familiar with this plan and know their roles in an emergency.

7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?