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Social Engineering Defense for Financial Institutions
In finance, trust and reputation are everything. Threat actors are increasingly using AI to exploit both at scale. Doppel detects and eliminates impersonation, phishing, and fraud before they reach your customers and teams.
Protecting financial brands
By the numbers
Social engineering in financial services
From phishing to impersonation, attackers are increasingly exploiting human behavior—making social engineering one of the fastest-growing and most effective threats facing financial institutions today
60 seconds
is all it takes—the median time for users to submit credentials after a phishing attempt
Where Financial Risk Starts
Modern financial fraud is multi-channel, fast-moving, and built to scale.
AI-generated messages, deepfakes, and spoofed identities exploit trust to initiate high-value transactions.
Executive & Broker Impersonation
AI-generated messages, deepfakes, and spoofed identities exploit trust to initiate high-value transactions.
Phishing & Credential Theft
Lookalike domains, fraudulent contact center calls, fake banking apps, and phishing campaigns capture customer credentials and enable account takeover in seconds.
Rising Regulatory Risk
New requirements surrounding vishing and smishing simulations to contact centers increase compliance pressure. NYDFS, MITRE ATT&CK, and NIST, and others even specifically reference vishing.
Brand Abuse Across Channels
Fake ads, spoofed websites, and brand impersonation on social and messaging platforms deceive and mislead customers at scale.
Data Exposure
Leaked PII, payment data, and credentials fuel fraud risk and erode customer trust.
Legacy training programs
Static and generic training doesn't reflect the social engineering threats targeting financial services organizations today.
How it works
Built for modern financial infrastructure
Most organizations rely on fragmented tools that only address part of the threat, flooding teams with noise and leaving critical blind spots. Legacy tooling only defends against isolated vectors, leaving analysts to manually stitch together defenses across channels.
Doppel exposes and eliminates threats before they can scale. By unifying detection, correlation, and disruption with simulation, red teaming, and training, Doppel protects brands, employees, and customers against the full social engineering attack surface.
Regulatory Compliance for Vishing & Smishing Simulations
Address regulatory requirements calling for vishing and smishing simulations.
Helpdesk & Contact Center Resilience
Build resilience within the helpdesk and contact centers.
Cross-Channel Brand Impersonation Monitoring
Track impersonation targeting customers and weaponizing brand trust across domains, social, messaging, and emerging platforms.
Fraud & Credential Threat Prioritization
Identify and prioritize threats linked to fraud, credential theft, and exposed financial data.
Automated Takedown of Malicious Assets
Automate takedowns of phishing sites, fake apps, and impersonations before they scale.
Unified Visibility, Intelligence & Remediation
Centralize cross-channel attack activity into a single view, with actionable intelligence that reveals how campaigns operate and provides clear remediation guidance.
Insider Risk & Social Engineering Red Teaming
Uncover insider risk with social engineering red teaming.
Customized Security Training Programs
Create custom training based on company policies and protocols, or sector-specific attack patterns.
Employee Readiness Against Social Engineering
Equip employees to recognize and respond to real-world impersonation and social engineering.
Impact
Reduce fraud. Protect trust. Stay ahead of AI-Driven threats.
We're not just another security vendor. We're redefining what's possible in threat intelligence and brand protection.
Prevent Fraud, Account Takeover, and Data Exposure
- Stop scams before funds are transferred or accounts are compromised.
- Reduce exposure to phishing, impersonation, and credential harvesting.
- Protect PII, payment data, and account credentials from being weaponized.
- Prevent account takeover attacks originating in the helpdesk or contact center.
Strengthen Compliance and Employee Readiness
- Strengthen compliance posture across PCI DSS, FFIEC, NYDFS, GLBA, FINRA, NIS2, DORA, and UK Cyber Security and Resilience Bill expectations.
- Educate employees on finance-specific security protocols.
Improve Operational Efficiency and Business Protection
- Reduce manual workload and eliminate fragmented workflows across teams.
- Protect customer trust, prevent losses, and safeguard revenue.
Live Webinar
How to Switch from Legacy Security Awareness Training to Modern HRM
Learn how to transition from legacy security awareness training to modern Human Risk Management. Discover a step-by-step framework to simulate real attacks, measure risk, and strengthen employee defenses.
TUESDAY, MAY 19, 202610:00 AM PT / 1:00 PM ET
Sameera Kelkar
Sr. Product Marketing Manager, Doppel
Tamir Samman
Vice President Labs, GTM, Doppel
Register for Webinar
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Doppel Platform
Connected intelligence delivers comprehensive protection
Safeguard your brand, leaders, and business from social engineering attacks with the most comprehensive social engineering defense platform.
Brand Protection
Protect your brand, preserve trust
Protect your digital brand by continuously detecting and disrupting impersonation and fraudulent activity across digital channels through unified intelligence and real-time monitoring, stopping threats before they escalate.
Executive Protection
Defend leadership, protect the business
Protect high-risk leaders from targeted social engineering, doxxing, impersonation, and deepfake attacks by continuously monitoring personal data exposure and threat activity across open and dark channels. Rapid mitigation and risk-based guidance reduce executive attack surface and response time.
Simulation
Retire the phishing test, launch the simulation
Doppel Simulation delivers measurable business impact through realistic simulations and awareness training. Every scenario is designed to reveal real vulnerabilities, build response readiness, and feed directly into your defense strategy, turning training into tangible risk reduction.
Security Awareness Training
Train your teams. Build resilience.
Doppel Security Awareness Training strengthens employee defenses against the latest attacker tactics with tailored, deepfake-enabled, threat-informed training and personalized coaching. Every training is relevant, engaging, and designed to build resilience against modern security threats.
Email Security
Fight back against social engineering attacks.
Doppel Email Security empowers organizations to take an active role in their defense against phishing attacks with unmatched accuracy, agentic disruption, and actionable insights. Powered by external attack infrastructure intelligence from the Doppel Threat Graph and agentic AI, it is trained on billions of signals from across the internet to catch what other tools miss and stop the campaign in its tracks.
Phishing Triage
Stop phishing attacks faster and more accurately.
Stop sophisticated phishing that bypasses filters. Doppel Phishing Triage uses agentic AI to turn employee signals into machine-speed remediation and defense. Doppel Phishing Triage enables teams to defend against sophisticated phishing attacks that bypass email security filters through efficient, accurate, and scalable automated triage and remediation of employee-submitted emails.
Customer Success
Real results from real customers
ARK Invest faced a surge of sophisticated, multi-channel impersonation attacks that overwhelmed manual defenses and strained internal teams. By shifting to automated, AI-driven detection and takedowns, they reduced response times from weeks to minutes—significantly cutting scam volume and restoring trust across their investor community.
Since we switched to Doppel, there are situations where we can get scams identified and removed within minutes, if not maybe a day or two.Matthew StaudtBrand Marketing Manager, ARK Investment
Blog Posts
Fresh perspectives, straight from our team
Article
Why is Financial Services the Ultimate Prize for Attackers?
Attackers win big when they hit the financial services sector, with AI-native deception driving phishing success rates to 54%.
See how unified SED disrupts attacks and reduces domain takedown times to <1 hour.
Read Blog Post
Article
How DFS-Regulated Entities Meet New Targeted Awareness Training & Vishing with Doppel HRM
Learn how NYDFS and 23 NYCRR Part 500 updates are shifting cybersecurity compliance from basic awareness training to measurable, behavior-driven security—and how Doppel HRM helps organizations prove real-world resilience against modern social engineering threats.
Read Blog Post
Article
5 Cyber Attack Vectors in Banking and How to Prevent Them
Cyber attack vectors in banks are growing in complexity. Explore 5 major threats in 2025 and learn how to protect your financial institution.
Read Blog Post
FAQs
Frequently asked questions
What types of financial sector threats does Doppel protect against?
Doppel detects and removes threats targeting financial institutions including broker and executive impersonation, phishing domains such as fraudulent login pages, fake banking apps, social media scams, and other instances of impersonation or fraud across digital channels. Doppel also strengthens defenses within the helpdesk and contact centers through tailored training, compliance-ready reporting, and hyper-realistic vishing and smishing simulations.
We already have fraud and security tools; where does Doppel fit?
Most tools operate in silos and focus on transactions or login events. Teams are left manually stitching together threats across domains, social, messaging, and voice. Doppel brings it together, identifying and eliminating external threats early, while giving fraud, security, and risk teams a unified view of coordinated attack activity.
How does this relate to compliance?
Regulators require financial services organizations to conduct regular training and simulation exercises that mirror actual attacker tactics in order to achieve compliance. Doppel helps meet explicit requirements including vishing and smishing simulations targeting the helpdesk or contact center, continuous training on industry-specific attack patterns, and data-backed human risk scoring. And external threats like phishing, impersonation, and data exposure often lead to incidents that trigger regulatory scrutiny. Doppel helps reduce that exposure by identifying and eliminating risks early.
Which types of impersonation are most common in financial services?
Common patterns include broker and advisor impersonation, deepfakes of executives targeting internal users, and fake recruiting or support accounts used to exploit trust and redirect funds.
What’s the impact of not proactively addressing external threats?
Unmanaged external threats lead to customer scams, account takeover scenarios, security breaches, credential theft, and unauthorized transactions. Over time, this increases fraud losses, erodes customer trust (that takes years to re-build), and creates regulatory and reputational risk.