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Your Learning Team is a cyber security engineering team for a financial services company that sells investments to, and manages investment portfolios for, high net-worth

Your Learning Team is a cyber security engineering team for a financial services company that sells investments to, and manages investment portfolios for, high net-worth individuals.

Your organization just completed the migration of the account managers to a cloud-based, customer relationship management (CRM) software application. Your organization has integrated the cloud-based CRM with on-site investing and account management systems to improve the sales of investment products to customers and potential customers and for managing customer accounts and investment portfolios. Account managers are excited to use the new system, especially since it supports mobile device access.

Management hopes the new cloud-based CRM, integrated with the on-site software applications that manage customer accounts and investment portfolios will help the organization to generate more leads, increase sales, improve customer service, reduce the cost of sales for the organization, and increase revenue.

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Create a plan that addresses the secure use of mobile devices by internal employees and external employees as they use mobile devices to access these applications

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