A digital safety program for financial advisors, banks and credit unions
Digital Safety, Made Easy.
A digital safety program that supports the people you serve.
We help your clients, members, customers and staff stay informed about AI advancements and the latest scams.
Built for financial services
Protect the people who trust you with their money.
Financial advisors
Give clients a timely, valuable reason to hear from you between reviews, and help them protect what they've worked hard to build.
Banks
Help customers recognize scams before money moves, and show a visible commitment to their safety.
Credit unions
Deliver practical member education that strengthens relationships and reflects your commitment to the community you serve.
Immediate value for your organization
Real education, with virtually no work for your team.
Virtually no work for your team, with ready-to-share, expert-informed content
Practical education that helps customers recognize risks and make safer choices
A visible way to show customers that their safety and well-being matter
Content informed by 80 trusted global news and industry sites, and seasonal trends
White label available to build your brand, with open and click rates to measure success
What's included
Protect your customers. Support your team.
Everything is delivered through one quarterly newsletter, ready to forward to customers and staff.
Quarterly Digital Safety Newsletter
Designed to be forwarded.
A quarterly digital safety newsletter designed to be forwarded to customers and staff, to educate and inform on the latest AI advancements and scams. The newsletter is informed by 80 trusted global sites and seasonal trends.
Also included
Dear (Tech) Abby
Complimentary answers to 3 customer questions about scams and AI, appearing in the newsletter to drive engagement and discussion.
Quarterly video
1 quarterly video to share with customers and their families.
"You've been hacked, now what?"
A simple, practical guide to help customers navigate and recover from different scenarios.
Tailored to you. We can modify and tailor this program to suit your organization's specific needs.
Let's talk
Bring digital safety to your community.
Together, we can help your customers build stronger digital safety habits.