For Services
Defend your firm and every client behind it.
Prevent data leaks and safeguard client trust with phishing training and compliance tools.

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IT Help Desk
“Hi, this is James from IT security. We’ve flagged your account for suspicious activity and need to verify your credentials quickly.”






Train the whole team, not just the obvious targets.
Security Awareness TrainingLearn more
Modern, interactive training for AI, deepfakes, voice scams, and more.
- Engaging training on everything from AI security to compliance

- Content that's editable, branded, concise, and role-based

- Create custom modules based on your policies using AI

Phishing SimulationsLearn more
Automatically simulate next-generation phishing attacks.
- Email, voice, SMS, and deepfake attacks simulated org-wide

- Scenarios built on real employee data, not generic templates

- Configure your program once and it runs itself

Cloud Email SecurityLearn more
Email security built from the ground-up to stop AI attacks.
- Detect and stop the attacks your current setup lets through
- Connected to training, simulations, and the rest of Adaptive

- Enterprise-grade AI detection without the enterprise price tag

AI GovernanceLearn more
Visibility, policy enforcement, and coaching to ensure safe AI tool use.
- Real-time visibility into every AI tool and unsanctioned app

- Enforce acceptable use policies using pre-built templates

- In-browser coaching explains the violation, not just the block

Frequently Asked Questions.
Services firms face targeted social engineering attacks aimed at client-facing and sales teams, voice phishing attacks impersonating IT or help desk staff, and data leaks through compromised credentials. Because these teams regularly handle sensitive client data and communicate with clients daily, they are a high-value target. Adaptive trains employees on all of these scenarios and runs simulations built on real employee data and OSINT.
Yes. Adaptive's AI content creator lets you build training modules from your own internal policies and workflows, so the content reflects how your teams actually operate rather than generic scenarios that do not land. Simulations can also be tailored to target specific teams with scenarios relevant to the platforms and clients they work with day to day.
Adaptive runs spear phishing simulations tailored to these teams using real employee data and OSINT, and delivers a short micro-lesson immediately after any failure so employees understand exactly what they missed.
Yes. Adaptive automatically enrolls new employees in training as they join, so security awareness is embedded from day one without requiring manual setup from your team each time someone starts. New hires also receive a temporary risk adjustment in the platform until enough behavioral data is collected to establish their baseline.
Adaptive trains employees to recognize the social engineering tactics most commonly used to gain access to client accounts and sensitive data. These include vishing calls impersonating IT staff, spear phishing emails crafted from publicly available information, and deepfake impersonation. Risk scoring identifies which employees are most likely to fall for these attacks so security teams can prioritize training before an incident occurs.