How To Judge A Financial Service Provider?
A friend of mine recently opted for a service provider who promised to help get my friend’s finances back on track. The terms and conditions seemed favorable and my friend decided to take a risk and trust the service provider.
The advice that he was sent, made a lot of sense but he discovered that the service provider did not use a good quality antivirus software application. My friend discovered a virus in a document that was sent to his mail account. Does the presence or absence of the antivirus software application make any difference?
After all, my friend was interested in financial advice and not in virus protection. Well, he was not searching for protection from viruses per se but the fact that the service provider offering financial relief did not follow such basic business rules was seen as a very negative sign.
How can you trust a financial expert who does not bother to keep his or her computer free of viruses? Especially when the person knows that a lot of private and confidential information shall be stored on the device? My friend immediately canceled the account and insisted on deletion of all private financial data that he had handed over to the service provider. A person who does not have proper computer security has no business participating in the world of finances.
One must make use of such small events and happenings to judge the overall professionalism of the service provider. One should not hesitate to pull the plug before any long term damage occurs when one encounters a flaw.
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