Independent Financial Advisor - managing client investments.
'Mobiu protects my client data and provides me with peace of mind at minimal cost.'
Geoff Harrison
Cecil House Investments Ltd.
Geoff Harrison has worked in the financial services industry all his life and set up his own business as an Independent Financial Advisor in 1994.
The business challenge.
'My business requires that I have access to sensitive confidential information such as my
client's financial affairs, assets and account numbers. I run INVU, a paperless system, so
I no longer worry about physical files going missing, but I am extremely concerned about
maintaining the highest level of security for my data. It's not just about good service, it's a
regulatory requirement that I meet the requisite compliance standards in order to maintain
my authorisation from the Financial Services Authority.'
The Mobiu solution.
'I was attracted to Mobiu after reading an article in The Sunday Telegraph, so I decided to try
it. I have to say that Mobiu did everything that was claimed, and I was very satisfied. I now
use Mobiu as an ultra-secure backup for my data, knowing that it's held in my MobiVault, a
purpose designed data centre that meets the ISO 27001 standard required by the financial
services industry. Not only that, but I offer a very personal service to my clients, so I take my
Mobiu Key with me when I'm away in order to ensure that I have secure remote access to my
client data if I need it, anywhere in the world.'
The bottom line.
'I've got complete peace of mind that I'm meeting my client data compliance obligations, and
I'm also able to improve the level of service that I can offer, so my business benefits all round.'