Trusting Fintech: Four Critical Moves to Protect Yourself

A few relatively easy steps can help you safeguard your money when using bank and budgeting apps and other financial technology.

A woman looks at her phone against the backdrop of nighttime city lights.
(Image credit: Getty Images)

There are many ways to use fintech — financial technology — to streamline your life and finances, with the technology continuing to improve all the time. You may be utilizing your bank’s mobile app on your cellphone, taking advantage of a high-tech budgeting app or investing online with a platform like Robinhood.

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Shane W. Cummings, CFP®, AIF®
Wealth Adviser and Director of Technology/Cybersecurity, Halbert Hargrove

Shane W. Cummings is based in Halbert Hargrove’s Denver office and holds multiple roles with Halbert Hargrove.  As Director of Technology/Cybersecurity, Shane’s overriding objective is to enable Halbert Hargrove associates to work efficiently and effectively, while safeguarding client data.  As wealth adviser, he works with clients in helping them determine goals and identify financial risks, creating an allocation strategy for their investments.