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 email-fraud 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 first 90 days that puts a working program in place.
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.
After the first 90 days
Built to continue, not end after one training cycle
Once the Baseline is complete, firms can continue with Managed Awareness to keep training, phishing practice, follow-up learning, and leadership reporting active throughout the year. Continuing is your choice, and it starts with a written scope.
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 teach recognition without collecting or retaining real employee passwords.
- Your firm approves every simulation before it is sent.
- Named employees, groups, and shared mailboxes can be excluded.
- Distressing themes are off the table: layoffs, payroll issues, medical emergencies, disciplinary action, and current tragedies.
- Authorized contacts can stop pending sends at any time.
- A real security event takes priority. Simulations pause until your firm says otherwise.
Start with a conversation
See whether the CyberNest program fits your firm.
Twenty minutes, by phone or video. You bring your current approach and your calendar; we bring a clear picture of what the first 90 days would look like for your team.
Book a 20-Minute Readiness Review