Digital Asset Wallet Setup and Security Process Playbook

This detailed playbook provides client advisors, security specialists, and support technicians with a structured framework for managing the setup and security of digital asset wallets. It includes:
– Step-by-Step Process Flow: Outlines essential subprocesses such as Wallet Setup, Security Measures, Ongoing Support, and Feedback and Improvement, with clear actions, decision points, and feedback mechanisms to ensure the secure and efficient management of digital assets for clients.
– RACI Framework: Clearly defines roles and responsibilities for each task in the wallet setup and security process, ensuring that client advisors, security specialists, and support technicians are accountable and engaged at every stage, promoting a transparent and collaborative approach to digital asset wallet management and security.