Email Security & BEC Defense for Regulated Firms

Behavioral BEC defense, encryption, DLP, and retention-grade archiving layered on Microsoft 365 and Google Workspace — for the fraud native filters miss.

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Elevate Solutions provides managed email security for regulated firms running Microsoft 365 or Google Workspace. The service layers behavioral analysis for business email compromise, encryption, outbound DLP, and retention-grade archiving on top of native filtering. Native protection catches commodity phishing; the invoice fraud and vendor impersonation that move money require this dedicated layer.

What's included?

Advanced phishing and BEC protection (behavioral analysis)

Email encryption with TLS-first routing, portal fallback

Data Loss Prevention (DLP) for outbound email

Archiving with 7-year retention (legal), 6-year (financial), indefinite (healthcare)

Security awareness training with targeted phishing simulations

DMARC, SPF, DKIM implementation and monitoring

Domain impersonation and typosquatting detection

What outcomes can you expect?

Phishing Click Rate

<3% after 6 months of targeted training

BEC & Invoice Fraud

Layered filtering + verification workflow

Encryption Friction

Zero for inline TLS; portal only where required

Common questions

Do we still need this with Microsoft Defender for Office 365?

Yes. Defender catches commodity phishing. Business email compromise, invoice fraud, and vendor impersonation carry no malicious payload to detect — they require a behavioral-analysis layer that models who normally emails whom, about what.

Will encryption break email for our clients?

No. We use TLS-first routing, so encrypted mail arrives like normal mail. The portal is the fallback only for recipients who cannot receive TLS inline.

How long is archived email retained?

Per your regulatory requirement: seven years for legal, six years for financial services, indefinite for healthcare. Retention policies are set per firm and documented.

Does awareness training actually reduce risk?

Measured by simulation, yes. Targeted training with phishing simulations brings click rates under 3% within six months for typical clients — and the simulation results are evidence for insurers.