Tools & Resources Smart Note: Customized IT at Caja Morelia safeguards client data

Smart Note: Customized IT at Caja Morelia safeguards client data

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Upon transforming to a regulated financial services provider, Caja Morelia needed to meet federal data management and reporting requirements. Faced with these new technology needs, Caja invested in a data management system and supporting processes to provide superior data security.

Caja_Morelia_ValladolidPrivacy of client information requires both high quality data security protocols and diligence in maintaining the confidentiality of client information.

Upon transforming to a regulated financial services provider, Caja Morelia needed to meet federal data manage­ment and reporting requirements. Faced with these new technology needs, Caja invested in a data management system and supporting processes to provide superior data security.

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