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2026 MSP RMR Playbook • Security Awareness • Phishing Simulation • Behavior Change

CYBERDUDEBIVASH Ranks the 7 Best Security Awareness Platforms to Maximize RMR in 2026

This is the operator’s guide for MSPs, security consultancies, and internal security leaders who want predictable monthly recurring revenue (RMR) from awareness, phishing defense, and compliance-driven human risk reduction.

Audience: MSP owners, CISOs, security program managers, compliance, HR, IT leadership

Affiliate Disclosure: Some links below are affiliate links (sponsored, nofollow). If you buy through them, CyberDudeBivash may earn a commission at no extra cost to you. Recommendations are chosen for operational value.

TL;DR (CyberDudeBivash Decision Summary)

Best overall for MSP scale: choose a platform that nails automation (enrollment, scheduling, reporting), multi-tenant management, and templates that reduce your service time per client.
RMR is won on retention: monthly micro-training + continuous phishing + executive dashboards beat “once-a-year compliance training.”
Sell outcomes, not videos: “reduced click rate,” “faster reporting,” “policy adoption,” and “audit readiness” are what keep clients paying.
Most MSPs fail at packaging: build 3 tiers (Starter / Standard / Premium) + add-ons (vishing, QR phishing drills, BEC workshops, exec coaching).
7 best platforms below are ranked by “RMR efficiency”: ability to deliver results at low operational overhead with strong reporting, integrations, and content quality.

CyberDudeBivash Partner Picks (Revenue + Security Stack)

If you’re building RMR, you need training + endpoint hygiene + a recurring revenue system. These links are sponsored.

Edureka (Security Awareness + Training)Kaspersky (Endpoint Protection)Rewardful (Recurring Revenue Tracking)TurboVPN (Secure Remote Work)

1) RMR Math: What You Should Sell in 2026

Security awareness becomes RMR when it’s positioned as a continuous risk reduction program, not a “training video” purchase. In 2026, buyers are tired of checkbox compliance. They want measurable outcomes: reduced phishing success, faster reporting, fewer credential resets, fewer BEC incidents, and audit-ready evidence that humans are being trained like a security control.

The RMR-friendly offer is a subscription with an operating rhythm: monthly micro-lessons, continuous simulations, quarterly executive reporting, and at least one live intervention (tabletop, BEC workshop, vishing drill, or incident coaching) per quarter. That’s what prevents churn.

Your platform choice should be driven by “time-to-deliver” and “proof-to-renew.” The best tool is the one that produces clean, defensible reports while minimizing the hours you spend babysitting campaigns and building slide decks.

2) CyberDudeBivash Ranking Criteria

MSP multi-tenancy: true multi-client management, role-based access, templating, and bulk operations.
Automation: SCIM/Azure AD/Google Workspace sync, auto-enrollment, and policy-driven schedules.
Phishing quality: modern templates (QR phishing, MFA fatigue, BEC, invoice scams) plus safe landing pages.
Behavior change: micro-learning, nudges, repeat reinforcement, and coaching for high-risk users.
Reporting: executive-ready dashboards, compliance mapping, and exportable evidence for audits.
Integrations: M365/Google, ticketing (PSA), SIEM/SOAR, identity, and security stack signals.
Operational cost: how many hours/month you spend per client to run the program properly.

Ranking is weighted toward MSP RMR economics. A platform with slightly less content can still rank higher if it saves you 20 hours/month across tenants.

3) The 7 Best Security Awareness Platforms (CyberDudeBivash Ranking)

#1 — KnowBe4 (Best overall for scale + program maturity)

KnowBe4 is typically the default benchmark because it has depth: extensive content, frequent template updates, strong reporting, and mature workflows. For MSPs, the value is stability: you can standardize a playbook across many clients.

Best for: MSPs managing many SMB/mid-market clients; compliance-heavy orgs; rapid rollout.
RMR win: easy monthly cadence + exec reporting + continuous phish program that shows trends.
Watch-outs: content abundance can overwhelm if you don’t templatize; success depends on consistent scheduling.

#2 — Proofpoint Security Awareness Training (Best for enterprise-aligned controls)

Proofpoint awareness programs often shine in enterprise environments where you want security awareness to sit near email security, threat intel, and broader human risk management. It’s strong when you need defensible reporting and corporate alignment.

Best for: regulated customers; larger tenants; orgs that want formal program management.
RMR win: premium tier pricing justified by executive risk reporting and enterprise integrations.
Watch-outs: ensure MSP support model matches your delivery; licensing terms can vary.

#3 — Mimecast Awareness Training (Best for “email-first” customer base)

Awareness programs work best when they mirror the actual threat environment. If your clients live inside email-driven workflows (invoices, HR docs, procurement), a strong email security ecosystem paired with awareness can create a tight narrative: “We reduce BEC and credential theft in measurable ways.”

Best for: MSPs selling email security bundles + awareness as one subscription.
RMR win: bundling increases stickiness; clients renew the bundle even if training engagement dips.
Watch-outs: validate multi-tenant operational features and reporting exports before standardizing.

#4 — Hoxhunt (Best for behavior change + “modern” micro-training feel)

Hoxhunt is often praised for engagement and “behavioral” framing rather than compliance-only training. For MSPs, it can reduce churn because employees don’t hate it. Better engagement makes your quarterly reports look good.

Best for: clients that value culture; companies with high email phishing risk and distributed teams.
RMR win: engagement drives outcome metrics; outcome metrics drive renewals.
Watch-outs: confirm reporting format and compliance mapping if your clients are audit-heavy.

#5 — Cofense (Best for phishing reporting + response loops)

Cofense is a strong pick when you want to build a “reporting culture” where employees become sensors. For MSPs, that translates into fewer incidents and a clean story: “Your people now report threats faster, reducing impact.”

Best for: clients hit by BEC/phishing; orgs that want tight report-and-triage workflow.
RMR win: add-on revenue: phishing response, mailbox triage, and managed detection tie-ins.
Watch-outs: the best results require an operational response process, not just training.

#6 — Infosec IQ (Best value for SMB training breadth)

For MSPs operating in SMB land, value matters. Infosec IQ is a common contender for broad content coverage, decent phishing, and practical administration. It can be an efficient “Standard Tier” engine when you need margin.

Best for: SMB clients; MSPs scaling standardized training packages.
RMR win: straightforward packaging: per-user monthly fee with quarterly reports.
Watch-outs: measure real engagement and outcomes; do not let it degrade into checkbox-only training.

#7 — Terranova Security (Best for multilingual/global compliance needs)

If you serve diverse regions, language and localization matter. Terranova is commonly evaluated for multilingual content, policy alignment, and program structure that fits compliance-heavy organizations.

Best for: global orgs; multilingual workforces; compliance-focused awareness programs.
RMR win: premium positioning for “global-ready” awareness.
Watch-outs: ensure integrations and automation meet your MSP delivery model.

If you want me to lock this as “2026 verified,” paste your 1–2 target vendor pages (or a shortlist of platforms you actually sell), and I’ll align the ranking to confirmed features and MSP pricing terms.

4) Comparison Table (MSP RMR Lens)

Platform	MSP Multi-tenant	Automation	Phishing Quality	Reporting	Best RMR Use
KnowBe4	Strong	Strong	Strong	Strong	Scale across many clients
Proofpoint	Good (validate model)	Good	Strong	Strong	Premium enterprise tier
Mimecast	Good (validate model)	Good	Strong	Good	Bundle with email security
Hoxhunt	Good	Good	Strong	Good	Retention via engagement
Cofense	Good	Good	Strong	Strong	Add-on: reporting + response
Infosec IQ	Good	Good	Good	Good	Standard tier margin play
Terranova	Good	Good	Good	Good	Global/multilingual needs

5) How to Package 3 Tiers for Maximum Retention

Tier 1 — Starter (Compliance + Baseline)

Monthly micro-training (5–8 minutes)
Quarterly phishing simulation
Basic executive report (PDF)

Tier 2 — Standard (Continuous Human Risk Reduction)

Monthly micro-training + policy modules
Monthly phishing + QR phishing drills
High-risk user coaching path
Quarterly executive review call (30 minutes)

Tier 3 — Premium (Managed Awareness + BEC Defense)

Continuous phishing + adaptive training
Vishing + BEC tabletop exercises (quarterly)
Managed reporting, audit evidence pack
Incident coaching: “what to do in the first 30 minutes” playbooks

RMR retention improves when the client sees a predictable cadence and a “quarterly board narrative.” Build the narrative into the service, not into your memory.

6) Sales Script (Short, Professional, High Close Rate)

Opening: “Most breaches we investigate start with a human action. We reduce that risk with a monthly program that measures behavior change and produces audit-ready proof.”

Problem framing: “Annual training is not a security control. It’s a checkbox. Attackers run phishing weekly—so we run defense weekly.”

Offer: “We deploy training and phishing simulations, then we report outcomes: click rate trend, report rate trend, and high-risk user coaching.”

Close: “If we reduce successful phishing and speed up reporting, you’ll prevent expensive incidents. Let’s start with the Standard tier and review metrics after 90 days.”

7) Metrics That Keep Clients Paying

Phish failure rate trend: reduction over 90–180 days.
Phish report rate trend: increase in reporting culture.
Time-to-report: how quickly staff reports suspicious messages.
Repeat offender cohort: smaller high-risk group receiving targeted coaching.
Policy completion + attestations: audit evidence without HR chaos.
Incident correlation: fewer password resets, fewer BEC escalations, fewer endpoint infections from email.

CyberDudeBivash Services (RMR Growth + Security Outcomes)

We help MSPs and businesses package profitable security services: Security Awareness Programs, Phishing Defense, BEC workshops, security audits, and automation. Use the official Apps & Products hub for our tools and offerings.

Apps & Products Hub Contact / Consulting

FAQ

What’s the fastest way to increase RMR with awareness platforms?

Sell a monthly program (not a license) with a fixed cadence and quarterly executive reporting. Productize delivery with templates and automation so your service time per tenant stays low.

How do we stop clients from canceling after “training fatigue”?

Use micro-learning, rotate themes (BEC, QR phishing, credential theft, MFA fatigue), and show outcome metrics quarterly. Make it feel like a security control, not homework.

Which one should I pick if I’m starting from zero?

Pick the platform that gives you the strongest multi-tenant automation and executive reporting with minimal effort. The “best” platform is the one you can deliver consistently across clients every month.

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