Case Study

CCB Technology reduces click rate while saving 136 hours on SAT

Kathy Bennett, the Service Desk Engineer at 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, had 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 Kathy evaluated several alternatives and ultimately chose Phin Security.


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Why CCB Technology chose Phin Security for SAT

“Real-time training, as well as the monthly, quarterly, even weekly cadence of having a five-minute video, it all helps keep security constantly on the mind." - Kathy Bennett

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. The simple pricing structure and extensive customer support also set Phin apart from other vendors — transparent, all-in pricing, no MSAs, zero complexity. Kathy was so impressed with founder Connor Swalm’s demo she decided to give Phin a try.

 

Size

26 Clients

Enrolled users

2,100+

Team Lead

Kathy Bennett

Partner Since

March 2025

Evaluated Partners

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Challenges

  • Spent 4 hours onboarding each new client on top of hours spent managing the platform.
  • Had to manually identify and remove expired training sessions.
  • Manually assessed end-user progress.
  • Battled significant technical difficulties.
  • Long-term contracts and an unfit pricing model.

Phin's Solution

"I've onboarded 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

 

Phin provided easy deployment and management, enabling administrators to onboard new clients in 15 minutes or less, and add users with the click of a button via Azure sync. Automating large portions of the SAT process, from training campaign scheduling 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 Technology’s end-users receive the right training, with content being continuously updated by Phin’s 6 content providers. Training sessions, training reminders, and phishing simulations are delivered automatically, so no manual adjustments are needed.

Monthly billing was a welcome upgrade, and CCB Technology is only charged for users enrolled in training. Any technical challenges they encounter are resolved within 24 hours.

Results

"The time that you will gain back is immense. I'm so looking forward to growing with Phin."

- Kathy Bennett

94%
CCB Technology reduced time spent onboarding and managing tenants by 94%, going from 6 hours per client to 20 minutes or less.
3.3%
Overall phishing simulation click rate, with one tenant already reducing click rate by 70.3% within 3 months of using Phin.
7.1 days
Median time between training assignment and completion, thanks to automated reminders.
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five-stars

"I love how you use the term Phinatic. I am definitely a Phinatic!"

Kathy Bennett

Team Lead, CCB Technology

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Features, Updates or Changes CCB Technology Wants to See

Kathy Bennett would like to see more interactive quizzes on security basics and vocabulary, a dramatic “Netflix-style” drama about emerging threats, and end-user surveys to help identify potential higher risks.