Program setup
CyberNest works with your firm to establish participants, exclusions, approved themes, key contacts, blackout dates, and reporting preferences.
A managed program. Not another platform to run.
Managed Phishing and Security Awareness for Professional-Service Firms
CyberNest runs short employee training, realistic phishing practice, targeted follow-up, and leadership reporting—so your firm can reduce human-risk exposure without taking on another system to manage.
Built for professional firms where email, client trust, sensitive data, and payments matter.
- Accounting & Tax
- Law Firms
- Real Estate
- Financial Services
- Insurance
- Property Management
- Professional Services
Familiar messages. Consequential decisions.
The emails that cause the most damage often look ordinary.
The relevant examples depend on your firm’s work. A request can look familiar while asking someone to share information, change payment details, or open an unexpected link.
CyberNest helps professional-service firms build and maintain safer email habits through managed employee training, phishing practice, targeted follow-up, and leadership reporting.
- A client sharing a document
- A vendor changing payment instructions
- A request to update banking details
- A wire-transfer, closing, invoice, or payment-related request
- A message appearing to come from a partner, executive, carrier, title company, vendor, or client
- A familiar-looking login or document-sharing prompt
The first 90 days
What Your Firm Receives
A structured beginning that establishes the program, not simply a one-time training package.
Baseline staff training
Employees receive short, practical security-awareness training at the beginning of the program.
Three phishing simulations
CyberNest runs three realistic, approved phishing-practice campaigns across the initial 90-day baseline.
Targeted follow-up learning
Employees who interact with a simulation receive additional learning designed to reinforce safer habits.
Leadership updates
Leadership receives understandable aggregate summaries, trends, and recommended areas of focus.
Final executive summary
At the end of the baseline, your firm receives a concise summary of participation, trends, lessons, limitations, and practical next steps.
A beginning, with a path forward
Built to continue, not end after one training cycle
CyberNest begins with a structured Human-Risk Baseline. After the first 90 days, firms can continue with Managed Awareness to keep employee training, phishing practice, follow-up learning, and leadership reporting active throughout the year.
- 01
Establish the baseline
Training, setup, approved simulations, and leadership visibility.
- 02
Build safer habits
Practice, targeted reinforcement, and practical review of what the program shows.
- 03
Maintain the program
Ongoing training, phishing practice, reporting, and separately scoped advisory support where appropriate.
Continuation is your choice. Your firm receives a clear written scope before any ongoing work begins.
Explore Managed AwarenessClear work. Clear responsibilities.
Why Firms Use CyberNest
Less work for your team
CyberNest manages the program from setup through reporting. Your firm supplies the appropriate contacts, approvals, and technical coordination when needed. You do not have to build campaigns, chase training completion, or interpret another security dashboard alone.
Practice for the emails employees actually receive
The program focuses on recognizable risks such as invoice fraud, payment-change requests, document-sharing lures, familiar-looking login prompts, and impersonation attempts.
A non-punitive approach
The goal is better decision-making, not an employee failure list. Leadership reporting is aggregate by default, while follow-up learning can still reach the people who need additional reinforcement.
A documented, recurring program
CyberNest helps firms move beyond a once-a-year video by establishing a scheduled, repeatable awareness rhythm with training activity, approved simulations, and reporting.
Clear visibility for leadership
Leaders receive straightforward summaries and practical focus areas, not raw technical dashboards or an overwhelming list of metrics.
Ongoing support when needed
Firms can continue with Managed Awareness to keep the program active as employees, risks, and business priorities change.
Safety is part of the process
Responsible by design
Practice should help people learn, not distress them. The program is built around firm-approved guardrails and a clear path for raising concerns.
Simulations are designed to teach recognition without collecting or retaining real employee passwords. CyberNest confirms platform data-handling behavior before activation.
- Every simulation follows firm-approved guardrails and is approved before it is sent.
- CyberNest honors named, group, and shared-mailbox exclusions.
- We avoid distressing themes, including layoffs, payroll issues, medical emergencies, disciplinary action, and current tragedies.
- Authorized firm contacts can request that pending sends be stopped. Stopping a campaign cannot recall messages already delivered.
- A real security event takes priority over simulations. CyberNest pauses the practice activity and does not provide incident response.
Start with a conversation
See whether the CyberNest program fits your firm.
During the conversation, we will discuss your current approach, the employee-facing risks most relevant to your firm, the level of support you need, and whether CyberNest is the right fit.
Book a 20-Minute Readiness Review