Advisory Services
Expert consultants and specialized tools designed to enhance IT, information security, and regulatory compliance strategies.
Bridging the Gap
Navigating the technology landscape is challenging. To help guide community banks and further deliver technology clarity and leverage for our customers, UFS offers strategic consulting services designed to bridge the gap between business and technology.
CIO Suite
VISO Suite
Security Awareness Training
Consulting
CIO Suite
CIO360 offers expert CIO guidance, operational improvements, and technology solutions through a flexible model that works for your bank. Whether you need strategic planning, remediation tracking, GLBA Board reporting, or risk management support, CIO360 helps your bank confidently achieve your IT and information security goals.
Governance & Management
- Annual GLBA Board Report
- Strategic IT Plan
- IT Steering Committee
- IT Budget Planning
Cyber & Information Security
- Cybersecurity Management
- Cyber Insurance Review
- Managed Connectivity, Print
- Log and Security Report Review
Compliance & Audit
- Audit and Exam Assistance
- RSAT/CAT Coordination and Review
- Policy/CIRP Management
- Remediation Tracking
- Risk Assessments/BIA
Operations & Resilience
- IT Asset Management
- Vendor Management
- Change Management
- DR/BCP Planning and Tabletop Coordination
- Vulnerability and Risk Management
Stories from Our Clients
“Bill and his virtual CIO services were an integral part of our bank reducing its network complexity, saving IT costs while improving our security posture and reducing our IT risk.“
CEO & President
$110 Million Bank
“For over four years, we received valuable guidance and action advice through Bill, our fractional CIO, who provided IT planning, guidance, remediation tracking and follow through, examiner assistance, and board-level annual IT communication translating tech reporting and speaking to business needs.“
VP of IT
$540 Million Bank
Why Fractional/Virtual CIO Services Make Sense
How Can We Help You?
VISO Suite
ISOversight is with Your ISO Every Step of the Way
ISOversight® gives you everything you need to streamline compliance, offering easy-to-use online applications and dedicated specialists to help you to implement key policies, guide you through maintenance, prep for exams and audits, and provide monthly support and coaching. Plus, you’ll have access to comprehensive reports for all your stakeholders, so everyone stays informed and confident.
A Complete Toolkit
ISOversight includes the following online applications for managing vendors, audits, exams, BCP, ISP, risk assessments, and cybersecurity in one unified platform.
Audit Trail
Track and stay on top of the exam and audit findings throughout the year. Audit Trail will help streamline preparation, responses, and findings in a central library with easy to pull reports, so you are ready for your next exam.
BCP Blueprint
Take advantage of automation to help you build, review, and adjust your business continuity plan. Our application is designed to keep up with changing regulations, so you are compliant and prepared for any unplanned business outage.
Cybersecurity RADAR/ECAT
Simplify the management of your FFIEC and NCUA cybersecurity assessments. Our tools come with a team of compliance experts to help you better assess your cybersecurity risk and maturity and meet examiner expectations with confidence.
Information Security Program
Use our proven regulatory framework to automate policies, risk assessments, and compliance processes in a centralized location. A dedicated compliance team will help you with process and risk assessment and provide training and support.
Vendor Management
Our web-based vendor management application ensures compliance, helps you better measure and manage risks, automates vendor contract renewal reminders, and allows you to easily generate reports for senior leaders and examiners.
Stories from Our Clients
“Even examiners have commented on the progress we’ve made and recognized the value that the integrated platform provided to our management. It’s not simply buying a portal and application; it really is buying into a relationship. This makes a huge difference in reporting and preparing for audits and exams.“
ISO and CFO
$1.9 Billion Bank
“The solution has provided much-needed consistency across our IT program, and we love having a dedicated compliance professional to help us understand IT from an information security standpoint. Among other results, we have eliminated the need for manual reviews with filtered reports and streamlined multiple processes.“
ISO
$215 Million Bank
Security Awareness Training
Turn Cybersecurity Awareness into Culture
Security Awareness Training is a standalone product that uses real-time scenarios to educate bank employees on how to identify and stop cyberthreats from occurring. It includes an end user portal for training and sends real-time threat simulation via email. While this is a turn-key solution with automated coursework and training, administrators may update training, courses, or simulations.