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FREE PROCEDURE

Would your team catch a fake request to change bank details?

Get a fillable procedure for verifying every request to send money or change bank details, so a spoofed email or phone call never moves client, payroll, or vendor funds.

  • A callback rule, approval threshold, and what each request type needs
  • Red flags to watch for and a verification log for every request
  • First-hour steps and a contact sheet if money goes to the wrong place

Four-page fillable PDF. Free, with no meeting required.

Get your free procedure

Enter your details to receive the PDF.

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Verify first. Then pay.

A procedure is the first step. BlueKey IT can lock down email with MFA and impersonation protection, watch for suspicious sign-ins and forwarding rules, and help your team spot spoofed requests before money moves. This procedure is a template, not legal or financial advice.

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