Cybersecurity for Financial Services & Fintech
Protect customer trust, money and data. Practical cybersecurity training and guidance for banks, credit unions, insurers, advisory firms and fintech companies, from the front line to the boardroom.
Request a ConsultationView TrainingWhy financial organisations are prime targets
Where money and sensitive data move, attackers follow. Trust is your most valuable asset and one incident can put it at risk.
Direct financial impact
Fraud, theft and extortion can cause immediate losses and lasting reputational damage.
Highly sensitive data
Identity, account and transaction data carry strict protection duties.
Heavy regulation
Regulators and partners expect strong controls, clear accountability and prompt reporting.
Fast-moving technology
APIs, cloud platforms, mobile apps and partners expand the attack surface quickly.
Threats we help you prepare for
Risks most relevant to financial services and fintech.
- Business email compromise and payment redirection fraud
- Phishing and social engineering aimed at staff and customers
- Account takeover and credential stuffing
- Ransomware and extortion attempts
- Insider risk and mishandling of customer information
- Third-party, vendor and open banking or API risk
- Weaknesses in cloud configuration and access management
- Impersonation scams targeting clients and executives
How we support your organisation
Support that balances security, customer experience and regulatory expectations.
Executive and board briefings
Governance, accountability and crisis decision-making for senior leaders.
Staff awareness
Role-relevant training on fraud, phishing, data handling and incident reporting.
Fraud and social engineering
Hands-on scenarios and simulations that sharpen detection and response.
Regulatory alignment
Guidance on aligning practices with expectations such as PIPEDA, PCI DSS and applicable regulator guidelines.
Incident response planning
Defined roles, escalation, customer communication and regulator notification steps, tested through tabletop exercises.
Third-party risk
Help assessing the security posture of vendors, partners and platform providers.
What leaders walk away with
- Clear understanding of cyber risk in financial terms
- Defined decision-making and communication for incidents
- Confidence engaging regulators, auditors and partners
- Staff who recognise fraud attempts and act quickly
- Stronger protection for customer data and transactions
- A practical, prioritised security roadmap
Training matched to each team
Different teams face different risks, so content reflects what each team actually does.
Executives and boards
Risk appetite, oversight, reporting and crisis leadership.
Finance and operations
Payment verification, invoice fraud and approval controls.
Customer-facing teams
Identity verification, scam recognition and safe communication.
Engineering and IT
Secure access, cloud hygiene, logging and recovery readiness.
How it works
A simple, collaborative process.
Discover
We learn about your services, systems, regulatory context and priorities.
Plan
We recommend training and support matched to your teams, risks and budget.
Deliver
Online modules, live workshops and executive sessions that fit your schedule.
Sustain
Regular refreshers and simulations keep skills current as threats change.
Frequently asked questions
Do you work with both established institutions and fintech startups?
Yes. We scale content and delivery for banks, credit unions, insurers, advisory firms and growing fintech teams.
Can training address fraud and payment scams?
Yes. Scenario-based sessions cover payment redirection, impersonation and other fraud techniques relevant to your teams.
Can you help with incident and regulator-notification planning?
Yes. We help define roles, escalation paths and communication steps, and can run tabletop exercises.
Do executives need technical expertise?
No. Leadership sessions focus on governance, risk and decisions in plain language.
Protect your customers and your reputation
Tell us about your organisation and we will recommend the right cybersecurity training and support.
Contact INCYB