Wealth Data Monitoring

Secure Your Clients’ Financial
Information from Hackers

Securing your clients’ financial assets is already part of your mission. What about offering services to help protect their financial data?

	The affluent are 43% more likely to experience identity theft.¹
	38% of victims closed their accounts due to inadequate resolution at their financial institution where the fraud occurred.²
	Consumers spent an average of 10 hours resolving fraud in 2023. In 2022, the average was 6 hours.³

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Fraudsters will use your clients’ stolen financial data to:

Sell on the
Dark Web

Fraudsters can quickly profit by selling your clients' stolen financial data to other criminals on the dark web, where it’s used for various illegal activities.

Takeover
Accounts

Criminals use stolen information to gain control of your clients’ bank accounts, credit cards, and other financial services, leading to unauthorized transactions and losses.

Rent or Purchase Property

Using your clients’ stolen identities, fraudsters can rent or buy property, leaving your clients with the financial burden and legal complications.

Commit Identity Theft/Fraud

With access to sensitive information, criminals can impersonate your clients, applying for loans, credit cards, and other financial products in their names, causing significant damage to their credit and finances.

Unlock New Revenue Streams
with Identity Protection

Iris’ premier package will help you fortify client trust, strengthen retention and loyalty, and increase your firm’s revenue. Our clients generate millions of dollars in additional annual revenue after adding Iris’ identity protection program to their portfolio.

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Provide Exceptional Protection
as Part of Your Financial Planning Program

With world-class protection services, award-winning fraud resolution support, strategic account management,
and ongoing partner marketing assistance, Iris allows you to deliver high-quality services via our
OnWatch^® portal or APIs – helping to protect your clients’ wealth and increase your firm’s revenue.

Identity Monitoring & Alerts

Users enter their data to receive alerts for suspicious activity and monitor their identity, social media, and transactions on an ongoing basis.

Credit Monitoring & Alerts

Customers receive detailed notifications of suspicious activities, such as new credit inquiries or accounts. Providing your customers access to their credit report and score is also an option.

High-Risk Transaction Monitoring

Iris offers real-time alerts of transactions that involve verification of your identity across more than 2,500 of the United States' largest companies so that you can thwart account takeover attempts.

ScamAssist^®

ScamAssist is a fraud detection tool with a human touch. Consumers covered by ScamAssist can submit suspicious emails online or call our 24/7 U.S.-based team for help with potential scams, including email, phone, text (SMS), or direct mail.*

Monthly Risk Report

The Monthly Risk Report is an automated recurring message that keeps consumers informed of their most recent alerts and how to get the most out of their identity and cyber protection program.

24/7/365 Resolution Services

Iris offers unrivaled identity theft resolution, handling affidavits, creditor disputes, communication with law enforcement, up to $2 million in identity theft insurance, and more!**

Up to $3 Million Identity Fraud Insurance

Help protect your clients against costly financial expenses associated with the resolution and restoration of a stolen identity with up to $3 million in identity theft expense reimbursement.***

World-Class Security from Iris

As a wealth manager, you know data security is of the utmost importance. Your clients’ trust in your firm to manage their data is non-negotiable. Concerned about data security via a third-party partner? Iris meets the highest standards set by the payment card industry. Security is ingrained into every level of our organization, making it one less detail for your firm and your clients to worry about.

1. Silicon Valley Bank, High Profile? High Net-Worth? You’re at Special Risk for Fraud, 2020
2. Javelin Strategy & Research, Identity Fraud Study, 2021
3. Javelin Strategy & Research, Identity Fraud Study, 2024

*Iris^® Powered by Generali is not responsible or liable for the availability, safety, accuracy, or effectiveness of the techniques, products, tools, or resources used by Iris Powered by Generali in its ScamAssist^® service and customers’ access and use of ScamAssist is entirely at their own risk.

**Localized support based on partners’ region. For example, U.S. partners’ customers have access to U.S.-based Resolution Specialists.

***Iris offers a variety of Identity Fraud Insurance plans. All plans include up to $1 Million in Identity Fraud Expense Reimbursement and Cash Recovery for unauthorized electronic fund transfers from Checking & Savings Accounts or Investment/Health Savings Accounts. Iris also offers an option for upgraded Identity Fraud Insurance with up to $2 Million coverage, Home Title Identity Theft Expense Reimbursement, and Cyber Extortion Expense Reimbursement.

Identity Fraud - Expense Reimbursement, Cash Recovery Aggregate, and Investment & HSA Cash Recovery benefits are underwritten and administered by American Bankers Insurance Company of Florida, an Assurant^® company, under group or blanket policies issued to Iris^® Powered by Generali for the benefit of its Members. Please refer to the actual policies for terms, conditions, and exclusions of coverage. Coverage may not be available in all jurisdictions. Review the Summary of Benefits at https://www.irisidentityprotection.com/terms-conditions.

Wealth Data Monitoring
from Iris^® Powered by Generali

Secure Your Clients’ Financial
Information from Hackers