Sales Collateral

Collaterals

Market-specific one-pagers for every audience — broker-dealer compliance officers, insurance leaders, RIA principals, and end clients.

Broker-Dealer & Branches
Broker-Dealer One-Pager
For CCOs and supervision officers. Focuses on network-wide rep coverage, FINRA/SEC evidence production, and WSP enforcement across branches.
FINRASECWSPBranch Coverage
Open One-Pager
Insurance Carriers & Agencies
Insurance One-Pager
For operations and compliance leaders at carriers and agency networks. Covers NAIC compliance, field agent oversight, and state examiner documentation.
NAICField AgentsState ExamsBYOD
Open One-Pager
RIA Principals
RIA One-Pager
For RIA principals managing distributed advisor teams. Focuses on exam readiness, BYOD enforcement, and advisor-transparent compliance.
SECExam ReadinessBYODDistributed Teams
Open One-Pager
End-Client · White-Label
End-Client Overview
For firms to share with their own clients. Plain-language explanation of the cybersecurity program. Generic version available.
Client-FacingWhite-LabelPlain Language
Open One-Pager
More Collaterals
End-Client · Sanctuary Wealth
Client Security Overview — Sanctuary Wealth
Branded version of the end-client overview using Sanctuary Wealth's identity — deep navy, warm cream, gold accents, Playfair Display headlines, and Montserrat body type. Includes the reconstructed Sanctuary Wealth logo mark.
BrandedSanctuary WealthWhite-LabelClient-Facing
Open One-Pager
Client Brochure · Forensics
Endpoint Incident Response
Client-facing brochure for FCI's endpoint forensic investigation service. Process, tooling, expectations, pricing, and deliverables — designed for a first conversation with a prospect.
Endpoint Forensics$1,000 Initial EngagementBroker-Dealers & Branch OfficesInsurance Carriers & AgenciesRIAs
Open Endpoint IR Brochure
Implementation Strategies
Implementation · New Clients
Parallel Implementation
How FCI protects a firm from day one while migrating the file server to Microsoft 365 in parallel. Covers the two-track approach, the coexistence period, and the final cutover.
Day-One SecurityFile Server MigrationMicrosoft 365Always-On VPN
Open Parallel Implementation