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Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

Virtual Chief Information Officer

Business Meeting with Woman Client

Align technology and business goals with the help of a strategic IT leader who understands the financial services industry.

CliftonLarsonAllen provides virtual chief information officers (V-CIO) who are high-level industry professionals with years of experience operating in diverse IT environments.

What's on your mind?

  • Having an experienced IT leader without the expense of a full-time executive
  • Refocusing your senior executives to other critical business initiatives
  • Gaining assurance that IT strategies are being adequately executed and managed
  • Capturing and understanding your true IT costs, both recurring and investment
  • Maintaining oversight, growth, and development of your IT staff
  • Obtaining a broader knowledge of available technologies, costs, and risks

A unique approach

Finding a leader with the knowledge of a seasoned business executive who also has technical and operational depth in IT can be a challenge for financial institutions. CliftonLarsonAllen can help fill the gap with a practical solution called virtual chief information officer (V-CIO).

Our V-CIO will serve as a resource, leader, and partner, to help your financial institution identify, plan, and execute strategy, while balancing the regulatory, competitive, and financial challenges you face. The V-CIO can be scheduled on a recurring basis or as needed, giving you the capabilities of a CIO at a fraction of what a full-time executive would cost. We work with you to assess your business needs and customize our offering.

Virtual CIO services for financial institutions

  • Technology strategy, design, and implementation
  • Technology management, including steering committee, budgeting, and board presentations
  • System selection, negotiation, and implementation
  • Operational efficiencies and business process improvement initiatives
  • Leveraging technology, cost containment, and revenue enhancement
  • Information system security and risk management
  • Industry expertise and marketplace knowledge
  • Blending systems during mergers and acquisitions
  • Audit and examination preparation and oversight