Voice Cloning Is More Dangerous To Your Wealth Management Business Than You Think.

February 10, 2026

Voice cloning is no longer science fiction. In fact, it isn’t even limited to the few and the powerful—it is now available to everyone.

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What Is Two-Factor Authentication And Why Does It Matter to My Wealth Advisor Firm?

January 9, 2026

There are three major types of authentication that can be used to authenticate your client’s identity before taking a requested action. Using just one is not enough because a single factor can be easily exploited.

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Regulations That Need Changing: Two-Factor Authentication Should Be Mandatory For All Transactions

December 6, 2025

To a wealth management company, it may seem like you will be regulated out of business. With so many regulations already in effect, I’m sure that the last thing you want is one more to deal with, but this one is extremely important for your business and your clients.

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How To Add 2 Factor Authentication To Redtail CRM Without Manually Texting A Verification Code

December 2, 2025

Do you own or work for a wealth management company and know that you should be using two-factor authentication to verify each transaction request made by your clients?

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Top Four Reasons Why You Aren’t Verifying Your Redtail CRM Clients And How To Overcome Them

November 16, 2025

At DTS Verify, we want to help you verify your customers during a transaction request. Not every wealth management company has implemented a system that enables rapid, documented verification.

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How to Get Set Up to Verify Your Redtail CRM Clients in 5 Minutes

October 3, 2025

A step-by-step guide to adding client verification to your Redtail CRM in just minutes.

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2 Services Every Wealth Management Company Should Add to Their Redtail CRM Tech Stack in 2026

September 4, 2025

Every wealth management firm needs to look professional and secure their clients’ assets.

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