Banking & Financial Services Project Management Simulations

TD Insurance · Financial Services — Insurance (Auto / P&C)

Digital Channels / Claims Self-Service Project Manager Simulation

Pilot a self-service auto claims portal for TD Insurance customers — letting them start a claim, upload damage photos, and track status without calling. Lead a $1.5M, 16-week build connecting a new customer portal to Guidewire ClaimCenter through MuleSoft, with Tractable's AI sizing the damage. The catch: the claims team you're meant to relieve isn't sure they want it, and the regulators are watching.

27-day simulation →

BMO Financial Group · Financial Services — Banking

Data Center Consolidation / M&A Integration Project Manager Simulation

Lead the consolidation of Bank of the West's California data centers into BMO's North American footprint after the bank's largest-ever U.S. acquisition — roughly 180 residual applications and 640 servers that must come off two leased colocation floors before the leases expire. The cutover date cannot move, and two regulators — the U.S. OCC and Canada's OSFI — do not agree on what counts as proof that nothing broke.

27-day simulation →

Scotiabank · Banking & Financial Services

Branch Tech / Customer Self-Service Project Manager Simulation

Lead a $1.5M pilot deploying customer self-service kiosks — deposits, transfers, and balance inquiries — across 10 Scotiabank branches in the Greater Toronto Area. The hardware is the easy part; the real work is winning over district and branch managers whose customer-satisfaction scores are on the line during the transition, while clearing accessibility and InfoSec review before the first kiosk goes live.

27-day simulation →

CIBC · Banking

Branch Technology Rollout Project Manager Simulation

Take CIBC's digital account-opening rollout from a 12-branch pilot to all 1,000+ Canadian branches — a single tablet workflow on Salesforce, Adobe Sign, and Mitek ID verification replacing thirty years of paper. The pilot posted a 28% time saving and leadership wants it network-wide by quarter-end. But the pilot branches were urban, fibre-connected, and hand-held by vendor techs — and the SVP who owns every CSR's productivity metric was never in the room.

27-day simulation →

JPMorgan Chase · Financial Services

Disaster Recovery Infrastructure Project Manager Simulation

The OCC has issued a Matter Requiring Attention after a peer bank's catastrophic DR failure exposed industry-wide gaps. JPMorgan Chase's legacy disaster recovery infrastructure — dual data center hot/warm failover, tape backup for Tier 2 systems, and manual runbooks with 4-8 hour RTOs — doesn't meet heightened regulatory expectations. You have a hard deadline, a $14M budget carved from other teams' initiatives, a Markets Technology MD who treats every request as optional, and an OCC examiner who will accept nothing less than documented, tested, automated recovery. Nobody wanted this project. The regulator doesn't care.

27-day simulation →

Scotiabank (Bank of Nova Scotia) · Financial Services — Retail & Commercial Banking

Waterfall Project Manager Simulation

Lead Scotiabank's migration of 5,400 contact-centre agents across Canada, the US, Mexico, Chile, and Colombia from legacy Avaya to Genesys Cloud — bilingual EN/ES IVR rebuilds, a consolidated agent desktop, and carrier porting in five countries — before the Avaya support contract runs out. The platform is funded and well-sponsored; the test is the discipline to run a clean, boring, on-time program where the quiet shortcuts are what sink you.

27-day simulation →

HSBC · Financial Services — Global Banking

IAM Infrastructure Overhaul Project Manager Simulation

Deliver a regulatory-mandated Identity & Access Management overhaul at HSBC after the FCA and PRA issue a formal Section 166 notice citing critical weaknesses in privileged access controls. Replace a 15-year-old Active Directory/LDAP identity estate with a modern Zero Trust IAM platform across 200,000 employees in 62 countries — while the bank continues to process $4.5 trillion in daily foreign exchange transactions. The regulator has set a hard deadline. The DOJ consent order from the bank's prior compliance failures adds a second layer of scrutiny. Failure means potential restrictions on HSBC's UK banking licence.

27-day simulation →

State Farm · Insurance

Cloud Migration Project Manager Simulation

Lead a $12.5M mainframe-to-cloud migration for the largest auto insurer in the US. Navigate vendor complexity, hidden integrations, and data migration risk across 27 simulated days as the true scope of a 40-year-old system slowly reveals itself.

27-day simulation →

CIBC · Financial Services / Retail Banking

Hardware Refresh / Mortgage Tech Project Manager Simulation

Lead a $1.2M refresh of 120 iPads for CIBC's Atlantic Canada mortgage specialists — the deskless advisors who close deals at clients' kitchen tables across four provinces. Get faster devices, Jamf management, and reliable in-home e-signing into the field before the spring buying season, without costing a single specialist a selling day.

27-day simulation →

Royal Bank of Canada (RBC) · Financial Services — Banking & Capital Markets

Cloud Migration Project Manager Simulation

Lead Wave 3 of RBC's public Microsoft Azure partnership — migrating a tranche of wholesale banking and capital-markets workloads off on-prem data centres under OSFI cloud guidance. The platform is ready and the executive mandate is loud, but the application owners who run the trading and treasury systems never asked for this. Your real job: sequence the waves, win over a Capital Markets MD who guards his on-prem stack, and prove production parity before a single server is decommissioned.

27-day simulation →

Royal Bank of Canada (RBC) · Banking & Financial Services

Digital Channels / Customer Acquisition Project Manager Simulation

Launch RBC's online account-opening pilot for newcomers to Canada — a $1.3M digital acquisition project. Streamline a multilingual application funnel through Trulioo identity verification while holding the line between aggressive conversion targets and a compliance team that won't bend on FINTRAC identity rules.

27-day simulation →

Goldman Sachs · Financial Services — Investment Banking

SIEM Platform Migration Project Manager Simulation

Lead a $14.5M SIEM platform migration for Goldman Sachs after an OCC examination finding mandates modernization within 12 months. What was framed as a technology refresh is actually a regulatory remediation project — the OCC found critical gaps in log coverage, correlation capabilities, and incident response timelines that put Goldman's banking charter at risk. Navigate the Compliance Hammer across 27 simulated days as regulatory pressure, SOC operational complexity, and trading floor politics collide.

27-day simulation →

American Express · Financial Services

Data Warehouse Migration Project Manager Simulation

Lead a $9.2M Snowflake data warehouse migration for American Express. What looks like a straightforward Teradata-to-Snowflake lift reveals layers of hidden complexity — undocumented Informatica jobs, shadow ETL pipelines, PCI-DSS compliance gaps, and 15 years of legacy technical debt that nobody felt safe surfacing. Navigate the Technical Iceberg across 27 simulated days as the true scope of the migration reveals itself.

27-day simulation →