CapitalSure aimed to build a strong human firewall against cyber fraud by:

• Training employees to identify phishing and social engineering threats.

• Reducing risky online behaviors that could expose customer financial data.

• Meeting regulatory requirements for cybersecurity awareness.

Problem
Employees lacked real-world awareness of phishing tactics. Manual awareness programs were inconsistent, and financial advisors often failed to report suspicious emails. This created vulnerabilities in fraud detection and audit compliance.

Solution
Solurius SAT delivered:

• Realistic phishing simulations tailored to financial fraud scenarios.

• Interactive awareness modules on social engineering and password security.

• Real-time reporting tools to encourage immediate flagging of threats.

Implementation
The program was first introduced to customer-facing teams, then rolled out to all departments. Personalized learning paths ensured relevance for advisors, IT staff, and back-office employees.

Evolution

• Automated phishing campaigns tested employee resilience regularly.

• Analytics dashboards helped managers track risky behaviors.

• Continuous microlearning reinforced fraud-prevention habits.

Results

• 65% increase in phishing report rates.

• 40% reduction in risky behaviors within the first six months.

• Stronger compliance with financial security regulations.

Recommendation
“Solurius SAT transformed our approach to cyber risks. Employees now act as our first line of defense, not our weakest link.”