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Rethinking Email Security for the AI Era, August 25th

For Finance

Prepare your firm against modern threats.

Prevent breaches and reduce fraud risk with AI-driven phishing simulations and compliance training.

Finance professional taking a phone call at a desk in an open office
0:00

Hey there! This is Emily from the finance team. I need you to quickly verify your login for the Q3 budget approval.

First Round Capital
Sequoia
Insight Partners
Plaid logo
BitGo

Train the whole team, not just the obvious targets.

Video call flagged with a deepfake-detected warning during a live meeting

Security Awareness Training

Prepare your team against AI social engineering with interactive training

Wire-fraud email flagged with real-time detection call-outs

Email Security

Stop sophisticated AI-powered email attacks

CEO-impersonation phone call and AI persona chat alongside a spoofed urgent email

Phishing Simulations

Simulate multi-channel phishing attacks with AI

Translucent globe tagged with regulatory frameworks including HIPAA, SOX, and GDPR

Compliance

Train for every regulatory framework

Chat panel blocking a message containing customer PII with a policy-violation warning

AI Governance

Secure risky AI usage and rogue agents

Reported-phishing inbox with an auto-resolved-emails stat and attack-type breakdown

Phish Triage

Remediate user-reported phishing

Bay Federal Credit Union
Richard Roark

Richard Roark

SVP/CTO, Bay Federal Credit Union

One of the things that caught my eye immediately was how fresh Adaptive keeps the content. It looks at what's happening in the world and builds scenarios that are in the moment. That's what I love, because that's what the attackers do.
86%
Reduction in phishing failure rate
8/10
Employees use the Phish Alert Button

Frequently Asked Questions.

Financial organizations are prime targets for executive impersonation, voice phishing, SMS phishing, and deepfake attacks designed to trigger fraudulent transfers or credential theft. Adaptive trains employees to recognize all of these through interactive training and realistic simulations. Simulations are built on real employee data and OSINT, mirroring the actual tactics attackers use against financial firms rather than relying on generic templates.
Adaptive gives security teams detailed reporting on employee risk scores, training completion, and phishing failure rates by department. The platform's centralized dashboards replace fragmented data across tools with a single view of human risk across the organization, making it straightforward to present program performance to leadership.
Adaptive simulates email phishing, SMS, voice calls, and deepfake video attacks. Simulations can replicate executive impersonation attempts using AI-generated personas built from real OSINT data, so employees train on the same tactics attackers actually use against financial firms. When someone fails, a short micro-lesson explains exactly what to look for.
Yes. Training content is fully editable and brandable, and you can build custom modules from your own internal policies using Adaptive's AI content creator. Modules can reflect your organization's specific procedures, tone, and branding rather than off-the-shelf content.
Modules are designed to be completed in under 10 minutes. Content is built in a short, digestible format so employees can complete it without stepping away from their day for an extended period.

Human and agent security for the AI era.