JUL 2025
CCB Technology, an MSP serving small to mid-sized businesses, needed a more efficient and user-friendly security awareness training (SAT) solution. Their previous platform didn’t have a pricing model that worked well for MSPs, it presented technical challenges, and took too much time to set up and manage.
Seeking a tool that would save time, reduce friction, and drive better client engagement, after a two-year evaluation of multiple providers, CCB Technology chose Phin Security.
Partner since March 2025
Size: 24 Clients
Enrolled Users: 2,044
Team Leader: Kathy Bennett
Evaluated Providers: Wizer, Mimecast, KnowBe4 (Previous Provider)
“I love how you use the term Phinatic. I am definitely a Phinatic!” - Kathy Bennett, CCB Technology
Why CCB Technology Chose Phin
Phin stood out for its intuitive interface, easy automation, and a partner-focused onboarding experience that made setup nearly effortless. They also offered a complete, all-in solution, saving CCB both time and money trying to ensure all necessary add-ons were in place, all while giving end-users and administrators a better experience.
That simplicity and transparency also showed up in Phin’s approach to pricing and deployment. Transparent, all-in pricing, no MSAs, zero complexity. The simple pricing structure and extensive customer support also set Phin apart from other vendors. Kathy was so impressed with Phin's demo video she decided to give Phin a try.
The Challenges
CCB was spending too much time managing a system that couldn’t keep up with changes in their business. Adding new clients and/or users or making updates took forever. This included removing expired training sessions and manually assessing end-user progress, all while battling significant technical difficulties to ensure nothing fell through the cracks.
Like many MSPs, CCB didn’t think the pricing strategy fit their business model either. Long-term contracts, per-seat billing (whether users received training or not), annual plan, and unexpected fees, all managed by complex MSAs. It didn’t feel right for CCB and their clients, and it wasn’t making Kathy and team’s lives any easier.
Phin's Solution
Phin gave CCB a solution that was easy to deploy and manage, letting administrators onboard new clients in 10 minutes and add users with the click of a button. Automating large portions of the SAT process, from Azure-sync user onboarding to performance tracking, was critical. It not only saved the team time, it increased the impact of the training itself.
That same automated simplicity also ensures CCB’s end-users receive the right training, with content being continuously updated by Phin’s 6 content partners. Training sessions, training reminders, and phishing simulations are delivered automatically, so there’s no manually adjustments needed. Monthly billing is also a welcome upgrade, and CCB is never charged for users who aren’t enrolled in training.
“I've onboarded I think close to 15-20 customers by now, and I was able to sit down for an hour and onboard all of them at once." - Kathy Bennett, CCB Technology
Results
"The time that you will gain back is immense. I'm so looking forward to growing with Phin.” - Kathy Bennett, CCB Technology
Choosing Phin unlocked more effective user training that was easier to manage and deliver.
- Massive time savings with onboarding time down from 4 hours to 20 minutes
- Minimal ongoing management thanks to automated user sync with Azure and instant content updates from Phin
- Engaged, interested users love the 5-minute training interval and engaging content
- 3.3% phishing click-rate across all companies (with one company’s rate dropping by 70% within the first three months)
Leave a comment: