Cybersecurity, Risk, & Regulatory
Financial Services | Banking | Insurance
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Reduce Risk with a People-Centered Approach to Cybersecurity & Compliance
Protect data, strengthen controls, and confidently navigate an evolving regulatory landscape.
We help financial services teams build resilient systems, secure operations, and adopt compliant behaviors—ensuring trust, readiness, and operational excellence across the enterprise.
Proven Outcomes
BRANDON HALL 2021
Gold Award
Best Unique or Innovative Learning and Development Program
Project: Assurant’s LearnAnywhere Onboarding Program
BRANDON HALL 2021
Silver Award
Best New Hire Onboarding Program
Project: Assurant’s LearnAnywhere Onboarding Program
Proven Methods, Custom Crafted
Compliance Training
Compliance only works when people understand it, believe in it, and apply it consistently. Strengthen compliant behaviors through clear, relevant, and engaging training that equips employees and leaders to navigate regulations with confidence and accountability.
Including, but not limited to:
- Comprehensive compliance training programs for all employee levels
- Role-based modules for lending, servicing, operations, advisors, and frontline teams
- Microlearning and just-in-time performance support tools
- Scenario-based training to reinforce risk awareness and regulatory decision-making
- Leader enablement to model and drive compliant behaviors
Cyber Hygience & Workforce
Effective cybersecurity starts with people. We enable teams with the knowledge, skills, and behaviors required to reduce risk and protect sensitive financial data across daily workflows.
Including, but not limited to:
- Workforce cyber hygiene programs
- Gamified cybersecurity awareness campaigns
Role-based training for high-risk functions (operations, servicing, advisors) - Leader enablement to drive accountability and culture
- Communication campaigns for ongoing cyber readiness
Incident Response & Resilience
The question is not if an incident will occur—but how prepared the organization is when it does. Strengthen response capabilities, build resilience, and protect customer trust during high-risk events.
Including, but not limited to:
- Incident response planning and simulation exercises
- Crisis communication strategies and stakeholder playbooks
- Cross-functional planning exercises for response readiness
- Post-incident review and lessons-learned facilitation
Regulatory Compliance Readiness
Regulatory environments evolve quickly, and financial institutions must remain both compliant and adaptable. Prepare for audits and implement compliance practices that are sustainable and consistent.
Including, but not limited to:
- Implementation strategies for new or updated regulations
- Regulatory communication and training for employees and leaders
- Process improvement to mitigate compliance risks
Compliance Training
Compliance only works when people understand it, believe in it, and apply it consistently. Strengthen compliant behaviors through clear, relevant, and engaging training that equips employees and leaders to navigate regulations with confidence and accountability.
Including, but not limited to:
- Comprehensive compliance training programs for all employee levels
- Role-based modules for lending, servicing, operations, advisors, and frontline teams
- Microlearning and just-in-time performance support tools
- Scenario-based training to reinforce risk awareness and regulatory decision-making
- Leader enablement to model and drive compliant behaviors
Cyber Hygience & Workforce
Effective cybersecurity starts with people. We enable teams with the knowledge, skills, and behaviors required to reduce risk and protect sensitive financial data across daily workflows.
Including, but not limited to:
- Workforce cyber hygiene programs
- Gamified cybersecurity awareness campaigns
Role-based training for high-risk functions (operations, servicing, advisors) - Leader enablement to drive accountability and culture
- Communication campaigns for ongoing cyber readiness
Incident Response & Resilience
The question is not if an incident will occur—but how prepared the organization is when it does. Strengthen response capabilities, build resilience, and protect customer trust during high-risk events.
Including, but not limited to:
- Incident response planning and simulation exercises
- Crisis communication strategies and stakeholder playbooks
- Cross-functional planning exercises for response readiness
- Post-incident review and lessons-learned facilitation
Regulatory Compliance Readiness
Regulatory environments evolve quickly, and financial institutions must remain both compliant and adaptable. Prepare for audits and implement compliance practices that are sustainable and consistent.
Including, but not limited to:
- Implementation strategies for new or updated regulations
- Regulatory communication and training for employees and leaders
- Process improvement to mitigate compliance risks
What Our Clients Say
“For a sales agent to be able to tell a story of how our people, our processes, and our technology overall work together to protect the confidentiality, integrity, and availability of data. I think the training helps to flesh out the details of this story and create the emotions of ‘confidence’ and ‘peace of mind’ that ultimately define ‘digital trust.’”
See Case Studies
Talk with a Financial Services Consultant
Our financial services consulting experts bring deep industry knowledge and a passion for building solutions that allow your team to thrive.
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MarkRenneker
Client Partner
RafeMattingly
Client Partner
Katie Camargo – Principal