Technology leadership without hiring a CIO

Many capital markets institutions do not have the scale to sustain a full-time technology director, but they do face the technology decisions of one. That is the gap we fill.

Expensive decisions made without technical criteria

Refreshing servers, choosing between cloud and on-premise, deciding whether a system is bought or built, evaluating a vendor proposal, answering what the CNV requires of the infrastructure. These are decisions that commit money and years, and in many institutions they end up being made by whoever has the freest calendar that day.

The typical result: infrastructure that grew by accumulation, contracts that renew themselves, systems nobody quite remembers the purpose of, and no view of where the technology is heading.

What a virtual CIO brings

  • A 12 and 24 month technology roadmap with priorities and budget, not a wish list.
  • Independent criteria to evaluate vendor proposals and decide buy versus build.
  • Presence at board meetings when the decision has a technology component.
  • A real map of the infrastructure, the contracts and their expiry dates.
  • Technology risk assessment: what happens if a system fails and what covering it costs.
  • Interlocution with auditors and the regulator on infrastructure and security.

A role, not a one-off consultancy

The virtual CIO does not deliver a report and leave. It participates in the operation at an agreed cadence and answers for the decisions it recommends.

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Initial assessment

Inventory of infrastructure, systems, contracts, licences and expiry dates. A picture of where the institution stands today, with the risks identified.

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Roadmap and budget

A plan prioritized by impact and risk, with the estimated cost of each initiative so it fits into the annual budget.

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Regular reviews

A fixed cadence with management: what moved, what stalled, which decision is due and by when.

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Vendor evaluation

Technical analysis of third-party proposals, with a written recommendation and its reasoning.

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Risk management

Which systems are critical, what happens if they fail, what the backup covers and what is left exposed.

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Optional execution

If the institution wants, the same team executes what the plan defines. If it prefers another provider, that works too.

Who makes the technology calls today?

If the honest answer is “whoever is available”, we should talk.