Salomon & Ludwin - Fraud Prevention & Cybersecurity Fireside Chat August 2026
Salomon & Ludwin: Financial Services
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Salomon & Ludwin - Fraud Prevention & Cybersecurity Fireside Chat August 2026
516 просмотров · 4 недели назад
Salomon & Ludwin: Financial Services
14 подписчиков
516 просмотров · 4 недели назад
Dalal Salomon, Founding Partner, Salomon & Ludwin
Page Adlington, Senior Manager, Business Consulting and Education, Charles Schwab
The following key areas of concern and education were discussed:
• Protecting email accounts from compromise, which was identified as the leading source of financial fraud
• Credit monitoring and credit freezes as effective tools to prevent unauthorized credit activity
• Password management best practices, including the use of paid password managers and avoiding free versions
• Multi-factor authentication preferences (phone-based codes over email-based codes)
• Wire transfer and real estate transaction fraud, illustrated by a real-world $4 million fraud case involving a compromised email chain and a substituted title company account number
• Schwab's fraud prevention protocols, including verbal verification
requirements for money movements and the role of trusted contacts
📝 Download notes: https://salomonludwin.com/wp-content/...
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CHAPTERS
0:00 Video Start
0:14 Welcome & Introductions
3:27 Email Fraud
6:22 Data Breach
7:41 The Dark Web
9:26 Locking or Freezing Credit
16:27 Password Managers
23:32 Email Addresses
27:32 Unsubscribe
34:19 Multi Factor Authentication
37:55 Passkeys
41:00 Schwab Protections
44:46 Trusted Contacts
45:41 Salomon & Ludwin's Focus
46:32 Timing Importance
48:46 Fraud Example
51:42 Schwab Verification
53:45 CAPTCHA
54:58 Wire Safety
57:24 DocuSign
58:46 Call a Legitimate Phone Number
1:00:08 System Warnings
1:01:59 Clean Computer
1:03:07 Antivirus Software
1:03:55 Closing
1:04:03 Important Disclosures