Sales Battle Card: NFSG Compliance Hire

🚀 Battle Card: NFSG Corporation

• Antonio Valiengo, Senior Compliance Officer · 🔗 [LinkedIn](https://www.linkedin.com/company/nfsgwealth/)

• This NFSG Corporation sales trigger underscores investment in regulatory excellence to support national advisor expansion. → Source

• Scaling compliance infrastructure to match rapid national advisor growth

• Managing multi-state regulatory complexity without overloading teams

• Primary: Compliance management platform → reduces risk and ensures audit readiness in response to this NFSG Corporation sales trigger

• Expansion: Automated surveillance & reporting tools → frees up team capacity and accelerates reviews

• HQ: Boca Raton, FL

• Employees: ≈ 200

• Rev: ≈ $150 M

• Website: [nfsgwealth.com](https://www.nfsgwealth.com)

🤼 Competitive Intel

• MetricStream — GRC Platform
• Unique edge: Integrated risk & compliance workflows
• Evaluated by Compliance & IT for enterprise coverage

• NAVEX Global — Ethics & Compliance
• Unique edge: Robust policy management & training
• Evaluated by HR & Legal for accountability tracking

• Workiva — Reporting & Analytics
• Unique edge: Real-time regulatory reporting dashboards
• Evaluated by Finance & Ops for audit readiness

• Thomson Reuters — Regulatory Intelligence
• Unique edge: Comprehensive global rule library
• Evaluated by CCO & Legal for rule updates

• ComplySci — Insider Trading & Monitoring
• Unique edge: Advanced trade surveillance analytics
• Evaluated by Compliance for trade oversight

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑❑
OFFER_BRIEF   = ❑Compliance management platform❑
PROOF_METRIC  = ❑30% faster audit readiness❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Antonio
COMPANY     = NFSG Corporation
DEPT        = Compliance
SIZE        = ≈ TBD
BOTTLENECK  = scaling compliance infrastructure
EVENT       = Appointment of Antonio Valiengo as Senior Compliance Officer
DETAIL      = Appointment of Antonio Valiengo as Senior Compliance Officer
PAIN        = managing multi-state regulatory complexity
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250923657052&div=41152219
SIM_CO      = Atria Wealth Management
WIN_METRIC  = ≈ 30% faster audit readiness
NEXT_SIZE   = ≈ TBD
EMP_EST     = ≈ 200
REV_EST     = ≈ 150M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ TBD-person Compliance

Antonio—noticed your Compliance team is ≈ TBD.
That’s when scaling compliance infrastructure slows growth.
We helped Atria Wealth Management fix this with Compliance management platform.
Result: ≈ 30% faster audit readiness.  
Quick call?
PS—next bottleneck hits ≈ TBD.

DM ≤45 words, TONE:
Saw your post about Appointment of Antonio Valiengo as Senior Compliance Officer — managing multi-state regulatory complexity.  
Compliance management platform. 30% faster audit readiness.  
Quick chat?