August 16, 2025
Insight
Role-Based Simulations Beat Generic Tests
Generic phishing tests don't prepare your finance, HR, or vendor teams for the scams they'll actually face. Role-based simulations do - and they give you the audit-ready evidence your regulators and insurers expect.
Your HR manager gets an email asking for employee bank details to "update payroll." Your vendor coordinator receives a phone call to change supplier payment details. Your finance director hears a deepfake voicemail demanding urgent authorisation.
None of these people are helped by the classic "You've won a prize!" phishing test. Yet those generic blasts are still what most awareness programmes run - because they're easy to measure.
For scaling tech companies, that's a dangerous gap. For fintechs, it's a compliance blind spot.
Why generic tests fail
Attackers don't cast wide nets anymore. They research your business. They know your CFO's name, your suppliers, your payroll cycles. They craft scams that feel authentic to your people in their roles.
That means:
HR faces fake CVs, dodgy ID docs, and recruitment scams.
Finance faces supplier fraud, invoice tampering, deepfake authorisations.
Vendor managers face supply-chain compromise and contract manipulation.
Execs face voice-cloning and impersonation attempts.
If your training is generic, you'll miss the weak points. Worse, you won't even know which departments need more support.
The role-based approach
Finance
Simulate fake supplier invoices, payment diversion fraud, deepfake calls. Teach "verify through another channel" until it's muscle memory.
HR
Run drills with malicious CVs and fake identity documents. Test whether they escalate suspicious candidate behaviour.
Vendor Management
Throw in fake supplier onboarding requests or contract "updates." See whether they spot it, and whether they tell finance.
Execs & Assistants
Test voice cloning and "urgent" crisis comms. Train assistants how to politely but firmly verify before acting.
IT/Security
Not just technical phish - but social engineering targeting privileged access, insider-style scenarios, and multi-channel attacks.
Why it matters for compliance
UK scale-ups → ISO 27001 wants evidence that training addresses actual risks, not just generic awareness. Insurers increasingly want the same.
Fintechs → FCA operational resilience requires role-specific testing of critical business services. If you can't show your finance team can resist targeted scams, you've got a gap.
EU ops → DORA (for financial entities) requires function-specific resilience testing; NIS2 demands role-appropriate training.
Exporting simulation outcomes by department gives you audit-ready evidence across all three.
What good looks like
Finance team passes a deepfake call drill by verifying through another channel.
HR spots a malicious CV and logs it with security.
Vendor management coordinates with finance when a fake supplier request comes in.
You can export department-level metrics showing improvements, gaps, and evidence for auditors.
That's not "security theatre." That's resilience you can prove.