As a business that grows entirely from referrals, Peter Andreana, Partner at C2Inc. is constantly thinking of ways to surprise and delight his clients while still keeping their data secure. From his early days, Peter has always kept a keen eye on technology. An industry veteran of the benefits and financial planning space, he’s constantly reminded of the often contradictory relationship between data security and client experience. He knows that firms and their advisors often have to choose between a secure experience and a pleasant one.
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