Crisis Simulations for Financial Services & Insurance

Built for organizations where operational failure becomes a board, regulator, and reputational issue — banks, credit unions, asset managers, and insurers working under operational resilience expectations.

Regulated, funded, and taken seriously at the board level.

A decade at Deloitte was spent largely inside financial services and other regulated industries — resilience assessments, IT re-tiering, merger-related recoverability mapping, and end-to-end disaster recovery testing. That depth carries directly into exercise design: scenarios built around the dependencies, regulatory notification timelines, and governance structures this sector actually runs on.

A beachhead, not a boundary.

Financial services and insurance are where this work is most mature — but the same approach applies anywhere operational failure becomes a board, regulator, or reputational issue.

Financial Services Insurance Technology Critical Infrastructure Professional Services Complex Global Enterprises

Selected engagements in this sector.

Led while at Deloitte and the World Bank Group, prior to founding The Crisis Studio — described in the same anonymized terms used in that work.

Regional bank

Resilience assessment & IT re-tiering

Conducted a resilience assessment that led to the alignment and re-tiering of the organization's IT environment.

Regional bank

End-to-end disaster recovery test

Facilitated the first end-to-end disaster recovery test spanning thirteen critical business services.

See full representative experience →

Scope an exercise for your institution.

Reach out directly. All inquiries are confidential.

Location — Austin, Texas — working with organizations nationally
Confidential by design

Exercises often require access to crisis plans, escalation structures, and vulnerabilities. That material is handled in confidence, and NDAs are available on request.

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