Virtual Services
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 VPS Virtual Audit Partner program provides financial institution clients with fractional access to top-tier expertise on a flexible and scalable basis. Our team will work closely with you to develop customized strategies that are tailored to your specific needs and challenges. By partnering with our experienced professionals, you can be confident that you will receive the highest level of support.
- Audit Coordinator Responsibilities
- Audit Risk Assessment
- Policies and Procedures
- Audit Schedule
- Audit Committee
- Board & Management Reporting
- Change Management
- Regulatory Exams & Audits
- Help Desk Services
- Internal Auditor Mentorship
The VPS VCFO program provides financial institution clients with fractional access to top-tier expertise on a flexible and scalable basis. Our team will work closely with you to develop customized strategies that are tailored to your specific needs and challenges. By partnering with our experienced professionals, you can be confident that you are receiving the highest level of support available.
- Policy and Procedures
- Risk Assessment
- Strategic Plan and Budget
- Software Review
- Regulatory Reporting
- CFO Duties
- Employee Mentoring/Training
The Vantage Point vCISO Services program scope is specifically designed to cater to the needs of small to medium-sized regulated institutions. We understand that these institutions may face challenges in affording or finding the right talent to address their unique security requirements. Our services and program are tailored to scale based on the individual needs of each client, taking into consideration factors such as budget constraints, available staff resources, environment complexity, and risk appetite.
To ensure a comprehensive and effective approach to information security, our vCISO Services program is built upon industry best practices. We utilize the NIST Cybersecurity Framework as a foundation, which provides a robust framework for managing and mitigating cybersecurity risks. Additionally, we incorporate requirements recommended by the FFIEC (Federal Financial Institutions Examination Council) and those mandated by the GLBA (Gramm-Leach-Bliley Act) to ensure compliance with regulatory standards for clients specific to the financial industry.
By leveraging these frameworks and standards, we can provide our clients with a structured and systematic approach to information security. Our vCISO Services program will assist in identifying and addressing potential vulnerabilities, guidance on appropriate controls, and helping the client develop incident response plans. We will work closely with your organization to understand your unique needs and tailor our services accordingly, ensuring that your security program aligns with your specific risk profile and regulatory obligations.
With our vCISO Services program, small to medium-sized regulated institutions can benefit from the expertise and guidance of experienced security professionals, enabling them to enhance their security posture and effectively manage their information security risks within their budgetary and resource constraints.
- 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 BSA Partner program provides financial institution clients with fractional access to top-tier expertise on a flexible and scalable basis. Our team will work closely with you to develop customized strategies that are 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 and Procedures
- Routine Monitoring
- 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 fractional access to top-tier expertise on a flexible and scalable basis. Our team will work closely with you to develop customized strategies that are 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
- Change 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.
