Case Study: Publix Employees Federal Credit Union achieves 89% reduction in Phish-prone Percentage and 100% training completion with KnowBe4

Publix Employees Federal Credit Union Strengthens Member Security With KnowBe4

Publix Employees Federal Credit Union (PEFCU), a not‑for‑profit financial institution in Lakeland, Florida, faced targeted phishing and social engineering attacks aimed at its leadership and finance teams that native Microsoft 365 controls couldn’t fully stop. To strengthen human risk management and protect member funds, PEFCU turned to KnowBe4, adopting its HRM+ platform including Defend, Prevent and PhishER alongside Security Awareness Training.

KnowBe4’s combined solution quarantined and sanitized threats, provided real‑time outbound warnings, automated phishing triage, and delivered organization‑wide training—giving PEFCU “one pane of glass” for investigations. The results included an 89% reduction in Phish‑prone™ Percentage (to about 1%), a 100% training completion rate, two months of zero phishing test clicks, and roughly 50–60% time savings for the IT/security team.

Publix Employees Federal Credit Union

Ricky Robertson

Director of Information Security