Newport Advisory Story
The money managers at Newport Advisory have built a solid reputation in financial circles by consistently and efficiently helping clients position their portfolios for maximum returns, while managing appropriate levels of risk.
Realizing that reducing risk and increasing efficiency were things they desired for their own day-to-day operations, they contacted Safeguard.
Once meetings were held and challenges defined, Newport's Safeguard consultant recommended:
- High-Security Cheques with cutting-edge security features that provide the highest level of defence and support.
- Tamper-Evident Bags that keep account deposits safe, and ensure security and efficiency throughout everyday financial dealings.
- Personalized Secure Letterhead helps prevent unauthorized copying or tampering of sensitive business-critical documents.
Now, though it's invisible to their high net-worth clientele, Newport Advisory runs a smarter, more secure operation that's just as buttoned up as the financial services they provide.
Marketing Fact: Fraudsters often target companies whose payment methods can be most easily breached. If they find security obstacles, they will move on.
2015 Association for Financial Professionals Payments Fraud and Control Survey.Experience the Safeguard Advantage yourself.
Schedule your free planning session.
Let's talk now. (855) 778-2911
See how your peers use the Safeguard Advantage, including a value-priced custom mix of products, to achieve their goals.
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High-Security Cheques
Work with your consultant to create the custom product mix that's right for your business.
Multiple imbedded fraud protection features make cheques extremely difficult to replicate, alter or copy.
Size: 8½" x 11"
Qty: 1,000
Other product quantities and configurations are available. Ask your consultant.
Tamper-Evident Bags
Work with your consultant to create the custom product mix that's right for your business.
White, single-pocket bag.
Size: 9" x 12"
Qty: 200
Other product quantities and configurations are available. Ask your consultant.
Personalized Secure Letterhead
Work with your consultant to create the custom product mix that's right for your business.
Secure letterhead features help reduce the risk of others tampering with, or copying, sensitive documents.
Size: 8½" x 11"
Qty: 400
Other product quantities and configurations are available. Ask your consultant.
The story, names, characters, and incidents portrayed in this work are fictitious and are provided to illustrate typical relationships between Safeguard consultants and customers. No identification with actual persons, places, and results is intended or should be inferred. Your experience may vary.
