Finance & Banking

Phishing Simulation for Financial Services & Banking

Protect your institution from BEC fraud, credential theft, and wire-transfer scams with automated phishing simulations built for the finance sector.

  • Reduce wire-fraud and BEC susceptibility by up to 70%
  • Stay compliant with PCI-DSS, SOX, GLBA, and FFIEC
  • Personalised simulations for AP, treasury, and leadership teams
  • Instant micro-training when employees fall for simulations
  • No credit card. Free forever.
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74%

of BEC targets are finance staff

$2.7B

in annual BEC losses (FBI IC3 2023)

91%

of breaches start with a phishing email

Free

PhishGrid — forever free platform

Why Finance Teams Are Prime Phishing Targets

Financial institutions face uniquely high-value phishing attacks. One successful email can trigger a six-figure wire transfer fraud or a reportable data breach.

Business Email Compromise

Finance teams are the top target for BEC attacks — wire-fraud phishing that impersonates executives or vendors to redirect payments.

PCI-DSS Compliance

Phishing incidents that expose cardholder data trigger PCI-DSS breach notifications, fines, and potential loss of card processing rights.

Credential Theft

Attackers harvest banking portal and VPN credentials through fake login pages, enabling account takeovers and fraud losses.

Regulatory Exposure

FFIEC, SOX, and GLBA frameworks require documented security training — a phishing breach without an awareness programme is a compliance failure.

How It Works

Phishing Simulation Built for Finance Teams

PhishGrid automates the entire phishing simulation lifecycle — from realistic attack delivery to compliance-ready reporting — with zero IT overhead.

01

Baseline Risk Assessment

PhishGrid sends an initial wave of realistic BEC and wire-fraud simulation emails across your finance and leadership teams to measure baseline susceptibility. Zero IT effort required.

02

Targeted Attack Simulations

Our AI engine crafts personalised phishing scenarios based on each employee's role — invoice fraud for AP staff, credential lures for IT, executive impersonation for controllers.

03

Instant Training Interventions

Employees who fall for simulations are immediately shown a micro-training module explaining the red flags they missed — reinforcing safe behaviour at the moment of failure.

04

Compliance-Ready Reporting

Download audit-ready reports showing click rates, training completion, and risk trends over time — ready for PCI-DSS, SOX, and GLBA compliance reviews.

AI-Powered Attack Engine — Zero Effort

Realistic Finance Scenarios

BEC, vendor invoice fraud, payroll diversion — the exact templates attackers use against financial institutions.

Risk Scoring by Role

CFOs, AP clerks, and tellers each face different risks. PhishGrid adapts simulations to each employee's exposure level.

Instant Intervention

Employees who click are shown targeted micro-training — not months later in a classroom, but in the moment it matters.

Protect Your Finance Team. Free. Forever.

Start simulating BEC and phishing attacks on your team today. No credit card. No hidden fees.

Start Free Phishing Simulation