Zero Trust helpdesk for banks, RIAs, and fintech.

Wire-fraud vishing, voice-cloned CFO calls, and helpdesk impersonation are the loudest losses of the past 24 months. MSP Process answers every inbound call with an AI voice agent, verifies the caller against your identity provider, and refuses to grant access until identity is proven — on every channel, before a single privileged action.

$2.7B
U.S. wire-fraud losses 2024 (FBI IC3)
442%
YoY rise in vishing attacks (CrowdStrike)
100%
Privileged actions verified
SOC 2
Type II + audit-ready logs

The attacks financial firms are paying for in 2026.

Every one of these started with an unverified phone call, an email reply, or a helpdesk request. MSP Process closes the front door.

Wire-Fraud Vishing

"This is the CFO — push the wire."

Attackers spoof the CFO's number, voice-clone the cadence, and pressure the AP team or wholesale ops desk into approving an outbound transfer. By the time treasury catches it, the funds are in three shell accounts overseas.

Helpdesk Reset Abuse

Password resets that hand over admin accounts

A caller claims to be a portfolio manager locked out of the OMS. The helpdesk resets the password on trust alone. The attacker now has session access to client accounts — and the audit log shows the tech approved it.

MFA Push Fatigue

Approving MFA prompts they never requested

Once an attacker has a stolen password, they flood the user with MFA pushes until one gets approved at 11pm by reflex. No identity check at the helpdesk = no second line of defense.

Deepfake Video Calls

Synthesized executives on Teams & Zoom

$25M wired in Hong Kong on a deepfake video call where every "executive" was synthetic. The same playbook is now hitting U.S. RIAs and community banks — cheap to run, hard to spot, untouched by voice MFA alone.

An AI Voice Agent that answers, verifies, and refuses.

Every inbound call — helpdesk line, treasury desk, branch IT — lands on the AI voice agent first. The caller is identified, the request is captured, and identity is verified through your existing MFA before a human ever picks up.

Patent-pending voice verification, integrated with the MFA you already run.

The AI agent answers in your brand, captures the caller's intent, looks them up in Entra ID, ServiceNow, or your CRM — and pushes an Authenticator, Duo, or SMS challenge to the registered device. No challenge, no privileged action. No verification, no transfer to a human.

  • Caller identified against your IdP — not a number on caller ID
  • MFA push (Authenticator, Duo, Okta) fires before transfer
  • Deepfake- and voice-clone-resistant by design
  • Refuses privileged actions until verification clears
  • Full transcript + audit row written to ConnectWise / ServiceNow ticket

End-User Verification on every channel that touches your firm.

Voice is the loudest attack vector, but it's not the only one. Wherever an employee, advisor, or client requests a privileged action — that request runs through the same identity check.

Phone & AI Voice

Every helpdesk call routed through identity verification before any reset, account unlock, or wire approval.

Microsoft Teams

Verification challenges fire inside the Teams thread where the request was made. No swivel-chair, no doubt.

SMS & WhatsApp

Inbound text from a branch manager? Identity confirmed via Authenticator before any privileged response.

Email & Client Portal

Out-of-band MFA before email-driven password resets, beneficiary changes, and document-share approvals.

Auditor-ready out of the box. Mapped to the frameworks you live under.

Every verification, every privileged action, every transfer of access — logged with caller identity, method, timestamp, and device. Exportable to your GRC tool, your auditor, and your regulator.

SOC 2 Type II
Access controls · monitoring
PCI DSS 4.0
Req. 8 identity & authentication
SOX 404
IT general controls evidence
FFIEC CAT
External Dependency Management
GLBA Safeguards
Multifactor access · monitoring
NY DFS 23 NYCRR 500
MFA + privileged access
SEC Reg S-P
Customer information security
FINRA 4370
Business continuity · audit trail

What changes when every privileged action is identity-gated.

Average outcomes across financial-services firms running MSP Process for 90+ days.

0
Unverified privileged actions
Refused at the helpdesk before any access change
< 6s
Caller to verified
From AI greeting to MFA push approval
100%
Audit chain attached
Caller, method, device, time on every action
−73%
Helpdesk handle time
AI handles intake & triage before the tech

Close the helpdesk loophole before your next wire goes wrong.

Book a 30-minute walkthrough. We'll demo a live vishing call hitting the AI Voice agent, the MFA challenge, and the refused privileged action — with the audit row sitting in your PSA ready for the auditor.