Think Before You Click

The Need 

Financial institutions face growing threats from social engineering and email-based cyberattacks. While many staff members receive generic compliance training, it often lacks relevance, realism, and engagement — leading to poor retention and risky behaviors.

There was a need for a modern, scenario-based learning experience that helps finance professionals not just recognize phishing red flags, but confidently respond in the moment.

The Solution 

“Think Before You Click” is an interactive microlearning module designed for finance teams. Built in Articulate Storyline 360, it immerses learners in realistic email scenarios featuring Jordan, a financial analyst navigating suspicious messages in her inbox.

Through:

• Branching decision-making,

• Click-to-reveal red flag activities, and

• A final realistic challenge,

learners practice spotting phishing tactics and choosing the safest actions — all while earning the “Cyber Aware Finance Pro” badge.