Secure your clients with Polyguard.
A considered, privacy focused approach to security.
As a wealth manager, your clients trust you with their financial future, and in a world where phishing attacks and identity fraud are growing more sophisticated by the day, maintaining that trust requires a proactive approach to security.
Caller ID spoofing protection
One of the most significant threats wealth managers face today is call spoofing, where attackers manipulate caller ID to pose as a trusted client. Polyguard Secure Line automatically safeguards against this risk by adding clients' regular phone numbers to their wealth manager's block-list once they enroll in the app, and vice versa. This automated feature ensures that your team will never accidentally answer a spoofed call, removing the need for manual vigilance and the threat of caller ID spoofing.
Fallback to direct dial
mplementing a new security product should not disrupt daily operations. This is why Polyguard includes a fallback option. If a client hasn't enrolled in the Secure Line system yet, the advisors can still reach them via the Polyguard Dialer app. This allows you to use Polyguard for all client communications without worrying about enrollment status, ensuring continuity in your communication flow while gradually onboarding both clients and advisors.
With Polyguard, you can confidently protect your clients, knowing that every call is secure, every interaction is verified, and your reputation remains untarnished. It's the proactive, efficient solution for wealth managers who prioritize both security and client satisfaction.
