SAFE FROM BVS — SECURITY AWARENESS

Your employees are the target. Make them your strongest defense.

Cyber threats don't break in — they log in.
And more often than not, they come through your employees.

SAFE is a structured, ongoing security awareness and phishing defense program built specifically for banks and credit unions. It doesn't just check a compliance box — it builds awareness, reinforces behavior, and reduces real-world risk.

Financial institutions are prime targets.
The weakest link is rarely technology — it's people.

SAFE changes that. It gives your team the knowledge, awareness, and ongoing reinforcement they need to recognize threats and respond with confidence — whether it's a phishing email, a social engineering call, or a suspicious link. Security awareness isn't a training event. It's an ongoing practice.

THE SAFE SOLUTION

Quarterly training that actually sticks


SAFE delivers a fully built, quarterly cybersecurity curriculum combined with the ability to generate custom phishing campaigns for real-world reinforcement.

PHISHING-RESPONSIVE ASSIGNMENTS

When an employee fails a phishing simulation, SAFE automatically assigns targeted training to close that specific knowledge gap — turning a vulnerability into a learning moment.

INTEGRATED IN MONARCH LMS

No extra platform. No additional logins. Full tracking, reporting, and documentation built into Monarch — the LMS your institution already knows.

WHAT SAFE DELIVERS

Phishing & spear phishing

Social engineering tactics

Malware & ransomware threats

Password protection & device security

Safe network navigation

Social media risk

Handling sensitive data

THE BIGGER PICTURE

What makes SAFE different

Generic cybersecurity training wasn't built for your institution, your examiners, or your employees. SAFE was.

Built for financial institutions

Every course addresses threats specific to banks and credit unions — not generic corporate content repurposed for your team.

Quarterly reinforcement model

Security awareness isn't annual. SAFE is continuous — delivering reinforcement every quarter so knowledge stays current and sharp.

Phishing-responsive assignments

Failed a phishing test? SAFE automatically assigns targeted training to close that specific knowledge gap before it becomes a real incident.

Dynamic course design

Short, focused modules minimize disruption while maximizing retention — with many SnapShot versions available for experienced employees.

Integrated in Monarch LMS

No extra platform. No additional logins. Full tracking and reporting built into the LMS your institution already uses.

REAL BENEFITS

For your team and your institution

SAFE delivers measurable value at every level — from the employee who now recognizes a spear phishing attempt to the examiner reviewing your security documentation. The three core components of BVS Individualized Learning — each designed to work together.

FOR YOUR EMPLOYEES

Documented, demonstrable protection

Clear understanding of current cyber threats

Practical, real-world prevention techniques

Short, manageable training sessions

Increased confidence handling suspicious activity

FOR YOUR INSTITUTION

Documented, demonstrable protection

Reduced phishing vulnerability across all staff

Documented cybersecurity recurrency for examiners

Ongoing reinforcement — not once-a-year training

Demonstrable, exam-ready security practices

Stronger organization-wide security culture

PART OF BVS DYNAMIC LEARNING

Most cybersecurity training is a once-a-year checkbox. SAFE is built differently.


It combines three things that most training programs treat as separate — reinforcement, simulation, and remediation — into a single continuous system.

1

Continuous reinforcement

Quarterly training keeps security awareness active — not something employees
do once and forget.

2

Real-world simulation

Custom phishing campaigns put employees in real scenarios — so awareness becomes instinct.

3

Targeted remediation

When a gap is identified, SAFE closes it immediately — automatically, and with precision.

So your employees don't just complete training — they actually change behavior.

TRAIN

Quarterly cybersecurity modules

Assign, track, and report on every course — library and custom — in one place

SIMULATE

Custom phishing campaigns

Real-world phishing tests that reveal actual vulnerabilities before cybercriminals do.

IDENTIFY

Surface knowledge gaps

Failed simulations trigger automatic identification of exactly where reinforcement is needed.

REMEDIATE

Automatic targeted training

SAFE closes the gap immediately — turning a near-miss into a genuine behavior change.

BETTER TOGETHER

A smarter approach to
cybersecurity training


SAFE becomes even more powerful when combined with BVS's broader learning ecosystem. Each component strengthens what the others deliver.

SnapShot keeps training efficient

Experienced employees test out of content they already know — focusing time only where reinforcement is genuinely needed.

Automated Remediation closes every gap

When knowledge gaps are identified — through assessments or phishing failures — targeted follow-up training is assigned automatically.

Monarch LMS provides full visibility

Every training activity, phishing simulation result, and remediation assignment is tracked and documented in one place — no extra platforms or logins.

Together, they deliver cybersecurity training that is continuous, targeted, and measurably effective — not just compliant.

FAQ

Common questions

Everything you need to know about how SAFE works — and what to expect.

What makes SAFE different from other cybersecurity training programs?

Most cybersecurity training is annual, generic, and quickly forgotten. SAFE is built specifically for banks and credit unions, with a quarterly reinforcement model, real-world phishing simulations, and targeted follow-up training when issues are identified. It's designed to change behavior — not just check a compliance box.

How does SAFE help reduce phishing risk?

SAFE combines simulated phishing campaigns with phishing-responsive training. When an employee fails a phishing test, they are automatically assigned targeted training to address that exact knowledge gap — closing the loop between mistake and improvement.

How is SAFE different from once-a-year cybersecurity training?

Annual training creates temporary awareness. SAFE delivers continuous, quarterly reinforcement — keeping cybersecurity top-of-mind and helping employees retain what they learn throughout the year, not just during audit season.

How does SAFE integrate with SnapShot?

SAFE pairs seamlessly with SnapShot, allowing experienced employees to test out of content they already know and focus only on areas where they need reinforcement. This keeps training efficient while still ensuring full coverage and accountability.

What happens when an employee struggles with cybersecurity concepts?

SAFE works alongside Automated Remediation to automatically deliver targeted follow-up training when knowledge gaps are identified — whether through assessments or phishing failures. Instead of repeating full courses, employees receive focused instruction until mastery is achieved.

Do employees need to use a separate platform?

No. SAFE is fully integrated into Monarch LMS, so there are no additional logins or systems to manage. All training, phishing simulations, tracking, and reporting happen in one place.

What topics does SAFE cover?

SAFE delivers a structured cybersecurity curriculum refreshed quarterly to reflect evolving threats:

Phishing and spear phishing

Social engineering tactics

Malware and ransomware threats

Password protection and device security

Safe network usage

Social media risks

Handling sensitive data

How does SAFE support compliance and exams?

SAFE provides documented cybersecurity recurrency, ongoing reinforcement, and measurable participation — helping demonstrate a clear, consistent commitment to security awareness during audits and exams.

Will this disrupt our employees' workflow?

No. SAFE uses short, focused training modules designed to minimize disruption while maximizing retention. With SnapShot, experienced employees can move quickly through material, reducing unnecessary time spent in training.

How does SAFE improve overall security culture?

SAFE builds a continuous cycle of awareness, simulation, and reinforcement — helping employees become more confident in identifying and responding to threats. Over time, this creates a stronger, organization-wide security culture, not just individual knowledge gains.

TRAINING DONE RIGHT

Make your people your strongest defense — not your biggest risk.

Talk with BVS about how SAFE can strengthen cybersecurity awareness and phishing defense across your institution — built into the platform you already use.

Get in Touch

Get In Touch

Get In Touch

A member of our team will follow up with you shortly.

PHONE: 1-800-553-5972