Security awareness training for financial services

Train employees to recognize phishing, vishing, and CEO fraud with AI-powered simulations built for the threats finance teams face every day.

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Financial teams trust our cybersecurity solution:

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...and more.

Stop fraud early

Why financial services teams choose Brightside

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How attackers really work

Simulations use impersonation, urgency escalation, and pretexting so employees recognize social engineering when it counts.

Clone voices, test fraud

Upload a recording and Brightside clones an executive's voice. Test if your team would authorize a transfer if the CFO called.

One tool, every channel

Phishing, vishing, and deepfakes in one platform. Complete coverage across all tools.

Email and call campaigns

Combine phishing emails and vishing calls in one coordinated campaign, mirroring how real fraud attempts unfold.

Simulate the attacks targeting finance

Run phishing, vishing, and hybrid attacks that mirror real fraud tactics: executive impersonation, fake wire transfer requests, and credential harvesting calls. Clone a CFO's voice and test awareness across every team level.

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Email and call, one campaign

Simulate a vishing call and a follow-up phishing email in one coordinated workflow, the way real fraud attempts unfold. Test whether your team holds up when attackers hit from two directions at once.

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Training finance teams will remember

Chat-based micro-courses on phishing, CEO fraud, wire transfer scams, and spear phishing for every level, from analysts to executives. Delivered in short sessions that don't interrupt the workday.

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Voice cloning for vishing sims

Upload a short recording and Brightside clones an executive's voice. Run targeted vishing campaigns that test whether your team would act on a call from the CFO or board.

See it in action
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Enterprise integrations

Pre-built integrations with Google Workspace, Microsoft 365, Okta, and Vanta enable rapid deployment and automated user provisioning. Custom HR system connectors are available on demand, and 36+ integrations are coming soon.

Integrations settings with identity, LMS, HR, and compliance connectorsEmployee course library with deepfake, malware, and spear phishing modulesAdaptive simulation builder with AI OSINT spearphishing settings

Scalable plans

Plans for every organization size

Start free and scale with flexible pricing.

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Start

Free

Plan features:

  1. Courses.

Basic

from €0.5/ m. per seat

Plan features:

  1. Courses.
  2. Template simulations.

Pro

from €1.3/ m. per seat

Plan features:

  1. Courses.
  2. Template simulations.
  3. AI OSINT spear-phishing simulations.
  4. AI-powered vishing simulations.

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FAQ

Still have questions? Get in touch with our support.

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How does Brightside help us meet financial services compliance requirements?

Our reporting maps directly to the security-awareness training and testing obligations in GLBA, PCI DSS, SOX, and FFIEC guidance. You get audit-grade records of who was tested, how they performed, and what remediation was assigned—ready to hand to examiners, auditors, or your board's risk committee.

How do you control the difficulty of the phishing simulations?

All of our email templates—including our highly targeted AI-powered OSINT spear-phishing simulations—are strictly aligned with the NIST Phish Scale. This allows administrators to structure campaigns with progressive difficulty, moving employees from basic spam recognition to identifying advanced, open-source intelligence-driven spear-phishing attempts as their awareness improves.

What finance-specific phishing scenarios can we simulate?

Our template library is extensive. You can simulate wire fraud, Business Email Compromise (BEC), CEO/executive fraud, and highly specific vendor impersonation. Attacks are categorized by department fit (Tellers, Wealth Management, Finance, Legal, IT) and geography. We also cover advanced credential harvesting, such as fake banking portals, password reset links, and customer-data extraction, as well as hybrid attacks that combine a phishing email with a trackable AI voice call.

How does the platform prevent employees from spotting repetitive tests?

Brightside's automation prevents simulation fatigue. An employee will never receive the exact same attack twice. Additionally, once a specific sender domain is used in a simulation against an employee, our system enforces a strict, automatic 3-month cooling period for that domain across all workspaces before it can be used against them again.

What happens exactly when an employee clicks a phishing link?

Brightside handles this with automated remediation. The simulation tracks five distinct actions: Delivered, Opened, Clicked, Entered credentials, and Reported. If an employee fails by clicking a link, opening an attachment, or submitting data, the platform instantly assigns a bite-sized, relevant micro-learning module. This turns the failure into an immediate teachable moment without requiring manual intervention from your team.