Skip to main content
Conan O’Brien featured in series of 15+ AI security training modules

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.

Security Awareness Training

Modern, interactive training for AI, deepfakes, voice scams, and more.

  • Engaging training on everything from AI security to compliance
    Training module library cascade highlighting an AI Threats module
  • Content that's editable, branded, concise, and role-based
    AI prompt creating a custom training module from an attached security policy
  • Create custom modules based on your policies using AI
    Slide editor with a branded Cyber Attack Recognition training module
Phishing Simulations

Automatically simulate next-generation phishing attacks.

  • Email, voice, SMS, and deepfake attacks simulated org-wide
    Phishing simulation: urgent email, deepfake CEO call, and AI persona chat
  • Scenarios built on real employee data, not generic templates
    Phishing template builder with employee-data variables for subject and sender
  • Configure your program once and it runs itself
    Auto-Phish generating scenarios from OSINT, org chart, and click history across employees
Cloud Email Security

Email security built from the ground-up to stop AI attacks.

  • Detect and stop the attacks your current setup lets through
    Blocked impersonation attempt banner over a spoofed calendar invite email
  • Connected to training, simulations, and the rest of Adaptive
    Adaptive platform pillars stacked with Email Security highlighted
  • Enterprise-grade AI detection without the enterprise price tag
    Threat-detected email annotated with domain spoofing, social engineering, and link masking
AI Governance

Visibility, policy enforcement, and coaching to ensure safe AI tool use.

  • Real-time visibility into every AI tool and unsanctioned app
    ChatGPT data-exposure events flagged as Restricted AI with per-employee details
  • Enforce acceptable use policies using pre-built templates
    Per-employee AI usage detail with prompts, copies, uploads, and downloads
  • In-browser coaching explains the violation, not just the block
    In-browser coaching modal explaining a credit card number detected in a prompt

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.

Build a security culture your clients can bank on.