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Trust Is A Currency.
KnowBe4 Protects It.

Human Risk Management Designed To Overcome The #1 Cybersecurity Risk In Financial Services: Email and Human Error

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Financial services companies move fast, must stay compliant and keep client data secure.

Yet email, one of the most commonly used tools in the business, remains its biggest cyber risk. Despite advances in email filtering and encryption, the leading cause of email-related security incidents is human error:

68%

of data breaches in financial services is due to human error

90%

of outbound email security incidents go undetected

1 in 3

clients would switch providers following a data breach

A Smarter Approach

Legacy tools and static policies built for simpler workflows can’t keep up, and miss the nuanced, real-world behaviors that create regulatory risk. Rather than relying on one-size-fits-all rules, The KnowBe4 Platforn understands how users communicate, detects risky behavior and enforces adaptive controls in real time. 

With the KnowBe4 Platform, financial services organizations can leverage:

  • Checkmark
    Behavioral analysis flags risky user actions, such as sending confidential client data to unusual addresses
  • Checkmark
    Context-aware scanning identifies sensitive financial data in emails and attachments, alerting users before they hit send
  • Checkmark
    Recipient anomaly detection learns patterns and flags unusual activity, like sending payroll files to unknown addresses
  • Checkmark
    Real-time policy enforcement blocks risky messages or prompts users for confirmation
  • Checkmark
    Audit-ready reporting documents every action, giving compliance and regulators insight into risk mitigation

Recognized by industry experts & trusted by customers

G2 Best Software 2025 Trust Radius Top Rated 2025 G2 Grid Leader Summer 2025 TrustRadius Buyer's Choice 2025

Latest Financial Services Insights, Trends and Resources

Infographic
Financial Services Cyber Snapshot: Trends, Threats and Tactics
Download now
Whitepaper
The 3 Biggest Email Security Challenges Facing Financial Service Organizations
Read the whitepaper
Report
Financial Sector Threats: The Shifting Landscape
Read the report
Datasheet
Human Risk Management for Financial Services
View the Datasheet

See how Publix's focus on email threat protection resulted in a near-perfect 1% Phish-prone™ Percentage

Customer Spotlight

Publix Employees Federal Credit Union

With millions in daily financial transactions at stake, see how their focus on advanced protection against email threats saved hours every week and resulted in a near-perfect 1% Phish-prone™ Percentage
Request a Demo

Join these success stories

Latest Financial Services Insights, Trends and Resources

Financial Services Cyber Snapshot: Trends, Threats and Tactics

View infographic

The 3 Biggest Email Security Challenges Facing Financial Service Organizations

Read Whitepaper

Financial Sector Threats: The Shifting Landscape

Read report

Human Risk Management for Financial Services

Read datasheet
HP-Banner-Outline

KnowBe4's Human Risk Management Platform (HRM+)

HRM+ is a comprehensive, AI-driven “best-of-suite” platform that fortifies user behavior against security threats. It comprises: 

  • Security Awareness Training
  • Cloud Email Security
  • Anti-Phishing Defense
  • Real-Time Coaching
  • Compliance Training
  • AI Defense Agents

Learn more

Compliance & Regulatory Standards

Keeping our customers' data secure is the most important thing we do. We go to considerable lengths to ensure that all data provided to KnowBe4 is done so securely; keeping KnowBe4 systems and your data secure is fundamental to our business.
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A-LIGN_ISO_27701 (1)

Reduce risk where it starts:
human and agentic decisions.

KnowBe4 protects your most vulnerable attack surface: humans, and now their AI agents too. Discover how our end-to-end platform thwarts threats by weaving risk deterrence into everyone's workday:

Security Awareness Training

Change behavior. Build resilience.

Go beyond check-the-box training. Deliver timely, personalized education that helps people recognize and resist evolving threats.

Explore Training

Cloud Email Security

Block threats before they ever hit the inbox.

Our layered cloud defenses spot and stop phishing, malware, and social engineering attacks—no tuning, no guesswork, just smarter protection where it matters most.

Explore Email Security

AI Defense Agents

Spot human risk before it strikes.

Leverage behavior-based intelligence and real-time insights to detect risky actions — and stop them cold with Agentic AI defense responses.

Explore AI Defense

Agent Risk Manager

Secure your AI agent workforce.

Eliminate AI security blind spots with real-time visibility, automated threat detection, and active AI agent control.

Explore Agent Risk Manager
Platform Overview

See The KnowBe4 Platform in Action

Request a personalized demo today to discover how you can turn the tables on AI-powered social engineering threats.

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Secure the Digital Workforce: Human + AI

KnowBe4 empowers the modern workforce to make smarter security decisions every day. Trusted by more than 70,000 organizations worldwide, KnowBe4 is the pioneer of digital workforce security, securing both AI agents and humans. The KnowBe4 Platform provides attack simulation and training, collaboration security, and agent security powered by AIDA (Artificial Intelligence Defense Agents) and a proprietary Risk Score. The platform leverages 15 years of behavioral data to combat advanced threats including social engineering, prompt injection, and shadow AI. By securing humans and agents, KnowBe4 leads the industry in workforce trust and defense.

The Gartner Peer Insights Customers’ Choice badge is a trademark of Gartner, Inc. and/or its affiliates. All rights reserved. Gartner® Peer InsightsTM content consists of the opinions of individual end users based on their own experiences, and should not be construed as statements of fact, nor do they represent the views of Gartner or its affiliates. Gartner does not endorse any vendor, product or service depicted in this content nor makes any warranties, expressed or implied, with respect to this content, about its accuracy or completeness, including any warranties of merchantability or fitness for a particular purpose.