Test Your Incident Response Plan and Know Your Readiness
We walk you through a discussion-based simulation of a cybersecurity emergency to test your plans, define roles, and expose gaps.
Uncover Gaps In Your Cyberattack Response Strategy
Cybersecurity tabletop exercises are simulated, discussion-based activities where key personnel and decision-makers within a firm come together to walk through their response to a hypothetical cyber incident. Unlike live-action drills, these exercises rely on scenario-based conversations to test the organization's policies, communication strategies, and decision-making processes in response to a cyberattack. The goal is to identify gaps in the current incident response plan and ensure everyone understands their roles and responsibilities during a crisis.
By conducting a tabletop exercise, firm leaders can proactively evaluate and validate their incident response plans for a cyber event in a low-stress environment through a discussion-based simulation of a data breach or ransomware attack. Participants are encouraged to think critically about how they would coordinate with colleagues, escalate incidents, communicate with clients and vendors, and report such events to insurance providers, regulators, and law enforcement.
Participating in a tabletop exercise enables firm leaders to test their response strategies without impacting live operations, allowing them to identify gaps, uncover weaknesses, missing tools, and unclear procedures to optimize their response, improve coordination, and support a culture of continuous improvement in cybersecurity practices.
Wealth management firms handle highly sensitive client data and significant financial assets, making them prime targets for cybercriminals. A well-executed tabletop exercise ensures that firms are not only compliant with regulatory requirements but also capable of protecting client trust and minimizing the impact of potential cyber threats. Regular exercises help firms stay ahead of evolving threats and reinforce their commitment to safeguarding client information.
Their knowledge of the wealth management industry and compliance requirements gave us immediate confidence. It felt collaborative, high-touch, and completely aligned with how we serve our clients.
Take the First Step Toward Minimizing Cyber Risk
The sooner your infrastructure is hardened, the sooner your clients are safer.

