Business Continuity Made Easy for
Financial Services
The Problem: Business interruptions jeopardize both financial and information flow and the people vital to your operations. Despite having limited time and resources, financial service businesses of any size must be prepared to mitigate and recover from a wide range of possible crises and potential business disruptions, plus remain compliant with a variety of governance, risk and compliance standards.
Solution: Preparis’ leading technology and services will help you regardless of where you are in your business continuity and cybersecurity program maturity — from creating your initial BC plans to full program implementation. Taking an “all hazards approach”, we’ll help guide you through everything your business needs — including training your people and providing you with a full-featured emergency notification and operations technology platform that organizes everything you need to prepare and respond to an emergency — all in one place. Plus, we’ll help you comply with guidelines such as those from the SEC, FFIEC and NCUA and their calls for proactive risk mitigation, cybersecurity, pandemic planning, and protection from environmental hazards.
How It Works

Assess & Plan
Our proven approach allows our clients to identify risks to their business operations, plus provide the reporting needed for your industry’s compliance needs such as those from FFIEC and NCUA.
Assessment
We partner with our clients to determine recovery priorities for your critical functions by performing a Business Impact Analysis (BIA) when we conduct a risk and vulnerability assessment. Once we establish your desired recovery time objectives (RTOs) and recovery point objectives (RPOs), we will conduct a recovery options study (ROS) to understand all options available to mitigate your risks.
Planning
The key to effective risk mitigation is documenting your organization’s recovery requirements into Business Continuity Plans (BCP). The foundation of an executable BCP is Disaster Recovery Planning (DRP) in order to guide your recovery technically and logistically to keep you in business before, during, and after a disaster.
Train & Test
Educated teams make better decisions in an emergency. Our interactive crisis training content use our proprietary “Read, React, Recover” methodology equips your team to respond effectively in a crisis.
Training
Well-trained employees are imperative for the success of your financial services continuity program. The Preparis’ portal features threat-based interactive online courses, checklists, exercises and more to teach roles, responsibilities and emergency response protocols, plus graphical dashboards to report your team’s training progress.
Testing
Your BC program’s success depends on employing comprehensive testing of your plans and procedures. Through tabletop drills of threat-specific scenarios, our approach prepares your team, monitors and records progress, then analyzes results in order to expose gaps and vulnerabilities to the unexpected.
Respond & Recover
In the event of a crisis, your financial services team can rely on our expert assessment, planning and training for guidance in applying what you learned to communicate across the organization to enact its recovery plans.
Respond
Effectively responding to a crisis includes alerting your employees rapidly with our two-way emergency notification system then use our incident management tool to update their statuses. In just a few clicks, you can pass on information to first responders and communicate with crisis team members.
Recover
With Preparis you will always have access to critical documents in order to help you continue your operations after a crisis. Our cloud-based portal allows you to store and share your plans. Wherever you are, you can electronically access your data from any tablet, smart phone or other mobile device 24/7.
We combine expertise, technology, content, and client service to integrate your organizational preparation, response and recovery efforts plus make them actionable. Each of these key elements is aligned with the necessary stages of your Business Continuity program: Assess & Plan, Train & Test, and Respond & Recover.
Our technology helps your people read, react and recover from any threat to keep your financial business up and running during a crisis.

All-in-One Administration
Bring all your business continuity initiatives together in one place — no more separate emergency notification, incident management, training and document management systems:
- Create a role & group structure and chain of command that fits your organization
- Get consistency across all your teams and locations with your business continuity program, from plans to training
- Integration with your HR system means users always stay up-to-date without data entry
- Access graphs and data on user activity, the training status of your teams, incident reports and more to get an integrated view of your overall preparedness
- Spend less time administrating your preparedness programs
Emergency Notification
Preparis is the premier emergency notification solution built for small-to-midsized businesses, so our system is streamlined, simple to implement, and quick to use in an emergency:
- Alert your employees rapidly with our two-way emergency notification system featuring voice, text & email message delivery
- Communicate with your entire organization or by identified role or group (Executives, Security, IT, DR Team, etc.)
- Use the incident management tool to filter and update employee statuses and document key incident milestones
- Establish conference calls to discuss next steps with key team members in just a few clicks
Send a Sample Emergency Notification Message
Online Crisis Training
Preparis’ online crisis training teaches roles and responsibilities and vital emergency response protocols that can be applied to any crisis event:
- Access procedures and checklists for nearly 100 identified threats to businesses, from natural disasters to workplace violence
- Practice your response and recovery efforts with tabletop exercises on the same topics to let you align group drills with individual training
- Ensure user engagement with interactive, visual-based training courses and Knowledge Center layout
- Track your team’s progress with an executive-level view of preparedness – by location, role, date, level of certification, etc.
Cloud-Based Document Sharing
Unlike “hard-copy” plans in binders, Preparis’ cloud-based document sharing system allows you to keep your business continuity documents at your fingertips wherever or whenever you need them. You can easily upload, manage and share disaster recovery and business continuity plans, plus any other corporate documents that you might need in a crisis:
- Ensure safe, reliable document access even if your company facilities or servers are unavailable
- Upload almost any file type
- Set titles, descriptions, categories, and keywords to help users find documents easily
- Utilize security controls to determine which roles, groups or locations can see which documents
- Access your documents from any tablet, smartphone or computer
Expert Content
Keeping your organization prepared is an ongoing initiative. Preparis includes a wealth of expert content, accessible from any computer, tablet, smartphone or other mobile device, to help you get prepared and stay prepared:
- Access easy-to-follow response instructions to over one hundred threats that could impact your people and operations
- Share actionable checklists with your employees and team members
- Scan the headlines or research in depth with topical articles, blogs, real-time feeds and webinars
- Submit preparedness questions and receive a personalized response from one of our specialists
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