Big-Bank Technology Leadership, Sized for Your Institution
Your examiners expect the same governance, documentation, and program maturity they see at much larger institutions. Our principals have led technology and security inside regulated financial institutions, including a Fortune 100 bank and a $5B credit union.
Leadership That Follows Your Exam Cycle
- Before the exam
Be ready, not busy
Policies, risk assessments, and evidence brought current. Board reporting that shows oversight, not just activity.
- During the exam
Answer with confidence
An experienced executive in the room who can explain the program, the risks, and the plan in examiner language.
- After the exam
Close findings for good
Findings turned into owned actions with dates, tracked to closure and reported to the board.
- All year
Run it like a program
Vendor oversight, incident readiness, core platform decisions, and AI governance managed continuously.
Where We Help Financial Institutions
Information security program
A program examiners can trust, with a clear owner, risk assessment, and board reporting.
Third-party and core vendor risk
Oversight of core processors, fintech partners, and critical vendors, including contract and concentration risk.
Core and digital modernization
Core conversions and digital banking programs planned and delivered without disrupting members or customers.
Technology strategy and spend
A multi-year plan tied to the strategic plan, with spend the board can understand.
AI governance
AI use under control, with explainability for decisions that affect members and borrowers.
Incident readiness
Tested response plans, tabletop exercises, and clear notification responsibilities.
Financial Institution Results From Our Principals
Asset growth over three years while technology spend fell 17%, under the first multi-year technology strategy.
$5B federal credit unionAnnual savings from an 18-month debit and credit card processing conversion.
Fortune 100 financial services enterpriseKeep Exploring
Getting Ready for Your Next Exam?
Talk with a principal who has led technology and security inside a regulated institution.