Waverly Advisors

Waverly Secure – Through the A.I. Looking Glass

Through the A.I. Looking Glass

Cyber threats are evolving quickly, and one of the most concerning developments today is the rise of AI driven impersonation attacks. These schemes use artificial intelligence to convincingly replicate voices, writing styles, and even video likenesses, making it increasingly difficult to distinguish what is legitimate from what is fraudulent. As these tools become more advanced and accessible, the potential impact on individuals and businesses continues to grow.

AI powered impersonation can take many forms. Fraudulent emails may closely mirror the tone and formatting of a colleague. Phone calls can use voice cloning technology to sound like a trusted contact. Text or video messages may appear authentic and request urgent action. These attacks are designed to create pressure and prompt quick decisions before there is time to verify the request.

Common warning signs may include:

  • A sudden sense of urgency or secrecy
  • Requests for wire transfers, gift cards, or sensitive information
  • Slight changes in tone, grammar, or communication patterns
  • Instructions to bypass normal verification procedures

Practical safeguards remain essential. Independent verification through a known and trusted contact method, confirming unusual financial or account related requests verbally, and taking a deliberate pause before responding can significantly reduce risk. Avoid relying on contact information provided within the message itself and instead use previously established channels.

As artificial intelligence continues to evolve, awareness and disciplined verification habits are key defenses. When a request feels unusual or out of character, taking the time to confirm before acting can help protect personal information, financial accounts, and long-standing relationships built on trust.

IMPORTANT DISCLOSURES

The information presented in this document is for general informational and educational purposes and is not specific to any individual’s personal circumstances. Nothing in this document constitutes, or shall be relied upon as, investment, legal, or tax advice to any person. The information in this document is provided effective as of the date of its publication, does not necessarily reflect the most current status or development, and is subject to revision at any time. Investing involves risk, and past performance does not necessarily predict future results. None of Waverly, or any of its officers, members, or affiliates, in any way warrant or guarantee the success of any action that anyone may take in reliance on any statements or recommendations in this document.

Waverly Advisors, LLC (“Waverly”) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Waverly, including investment strategies, fees and objectives can be found in Waverly’s ADV Part 2A Brochure and Form CRS (Customer Relationship Summary), available at https://waverly-advisors.com/.

You should not assume that any information provided serves as the receipt of, or as a substitute for, personalized investment advice from Waverly. This information should be used as a reference only.

Investment advisory services are offered by Waverly Advisors, LLC, an investment adviser registered with the Securities and Exchange Commission.
© 2024 Waverly Advisors, LLC. All rights reserved.

For more information, please see our other important disclosures: https://waverly-advisors.com/otherimportantdisclosure/

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      Brent Gunn
      MEET THE AUTHOR
      Partner, Chief Information Officer

      Brent Gunn joined Waverly Advisors in March of 2023. He serves as Partner and Chief Information Officer.  His experience within the wealth management industry and keen understanding of sensitive information required and trusted in our firm, makes Brent an asset in his role.  He will be responsible for the optimization, implementation, oversight, security and maintenance of the firm's network infrastructure.