Virtual Access to Professional Expertise
Expert Guidance. Custom Solutions. Trusted Support.
Every year, financial institutions navigate an increasingly complex landscape of compliance, technology, and security challenges. At Vantage Point Solutions, we provide the expertise and tailored solutions you need to stay ahead.
Our team members are professional, certified, and experienced community bankers who have walked in your shoes. We understand the pressures of regulatory requirements, emerging IT threats, and operational efficiencies—and we’re here to help.
With a holistic approach to security and compliance, we stay up to date on regulatory changes, evolving cybersecurity threats, and best practices in banking technology. Whether you need ongoing support or targeted solutions, our experts work as an extension of your team to strengthen your institution’s security, compliance, and operational resilience.
The Vantage Point Virtual Audit Partner program provides financial institution clients with access to top-tier expertise on a flexible and scalable basis. Our team will work closely with you to develop customized strategies tailored to your specific needs and challenges. By partnering with our experienced professionals, you can be confident you will receive the highest level of support.
- Audit Coordinator Responsibilities
- Audit Risk Assessment
- Policies and Procedures
- Audit Schedule
- Audit Committee
- Board & Management Reporting
- Regulatory Exams & Audits
- Help Desk Services
- Internal Auditor Mentorship
The VPS fractional CFO program provides financial institution clients with access to top-tier expertise on a flexible and scalable basis. Fractional CFO services include:
- Policy and Procedures
- Risk Assessment
- Strategic Plan and Budget
- Software Review
- Regulatory Reporting
- CFO Duties
- Employee Mentoring/Training
Vantage Point’s vCISO Services are purpose-built for financial institutions that need expert security leadership—without the overhead of a full-time hire. We understand the challenges of limited budgets, lean teams, and complex environments. That’s why our program scales to fit your institution’s unique needs, balancing security priorities with practical constraints.
Grounded in the NIST Cybersecurity Framework and aligned with FFIEC and GLBA requirements, our approach ensures your institution meets regulatory expectations while strengthening overall security. We help you identify vulnerabilities, recommend appropriate controls, and develop tailored incident response strategies.
With Vantage Point, you get seasoned cybersecurity expertise, a customized roadmap, and confidence that your information security program is aligned with your risk profile, resources, and regulatory demands.
- Annual Governance Review
- Business Continuity Plan with Business Impact Analysis Guidance
- Disaster Recovery Plan Guidance
- Incident Response Plan Development
- IT Risk Assessment Guidance
- Quarterly Vulnerability and Penetration Tests
- Ransomware Readiness Assessment
- Regulatory Compliance Support
- Security Assessments and Audit Support
- Security Awareness and Training
- Security Governance and Strategy
- Security Metrics and Reporting
- Security Policies, Programs, and Guidelines
- Tabletop Exercises
The Vantage Point Virtual AML/CFT Partner program provides financial institution clients with access to top-tier expertise on a flexible and scalable basis. Our team will work closely with you to develop customized strategies tailored to your specific needs and challenges. By partnering with our experienced professionals, you can be confident that you receive the highest support level.
Vantage Point will work with your financial institution to maintain and refine your institution’s compliance with the Bank Secrecy Act (BSA), Anti-Money Laundering/Countering the Financing of Terrorism (AML/CFT) rules, and Office of Foreign Assets Control (OFAC).
- BSA Officer Responsibilities
- Risk Assessments
- Policies & Procedures
- Board & Management Reporting
- Regulatory Exams & Audits
- Employee Training
- Help Desk Services
- BSA Officer Mentorship
The Vantage Point Virtual Compliance Partner program provides financial institution clients with access to top-tier expertise on a flexible and scalable basis. Our team will work closely with you to develop customized strategies tailored to your specific needs and challenges. By partnering with our experienced professionals, you can be confident that you receive the highest support level. Vantage Point will work with your financial institution to maintain and refine your institution’s compliance management program.
- Compliance Officer Responsibilities
- Compliance Risk Assessment
- Policies and Procedures
- Routine Monitoring
- Compliance Committee
- Board & Management Reporting
- Complaint Response Management
- Regulatory Exams & Audits
- Employee Training
- Help Desk Services
- Compliance Officer Mentorship
The Vantage Point Virtual Credit Analyst program provides financial institutions with expert credit analysis support on a flexible and scalable basis. Our team of seasoned credit professionals works alongside your institution to assess risk, streamline underwriting, and enhance decision-making—without the overhead of a full-time hire.
By partnering with Vantage Point, your institution gains access to experienced credit analysts who deliver reliable, independent, and data-driven insights. We collaborate with your team to evaluate borrower financials, assess creditworthiness, and ensure sound lending decisions that align with your institution’s risk appetite and regulatory expectations.
Vantage Point will work with your financial institution to strengthen and refine your credit analysis processes, allowing you to manage risk more effectively and serve your customers with confidence.
