Mitigate risk with deep industry expertise.

An advisory services provider works with institutions to deliver expertise, recommendations or solutions to specific business challenges, including IT- or IS-related issues. Advisory services providers employ experts in their respective fields, so institutions can reap the benefits of their deep bench of knowledge without investing in full-time employees.

Advisory services, or business advisory services, encompass professional services that help businesses improve their functions or operations. These services are delivered by companies with specialized talent, providing institutions with outside perspectives and recommendations on a variety of topics, including IT and IS strategies.

As an advisory services partner, CSI works with your institution on a variety of IT- or IS-related initiatives, such as developing an IT strategic plan, strengthening your disaster recovery measures and testing or preparing for upcoming audits and exams.

While consulting services meet the needs of some institutions, many need a higher level of engagement for business consulting and a greater degree of help around regulations and security. An advisory services model for IT governance covers topics beyond traditional consulting.

Partnering with a trusted advisory services provider like CSI gives your institution access to experienced industry professionals and their deep bench of knowledge, allowing you to develop a risk-based governance process for managing cybersecurity and IT while implementing controls that align with your goals.

Compliance is critical for every institution, and the tactics to achieve compliance will differ based on institutional factors, such as budget and risk appetite. An advisory services partner like CSI works with your institution to develop an effective compliance program, factoring in budgets, specific controls, strategic goals and regulators’ expectations.

Advisory services are utilized across a variety of industries and entail an industry expert working with an organization to provide recommendations surrounding IT governance. As the IT and cybersecurity landscapes evolve, most financial institutions require a partner to navigate complex requirements. CSI Advisory Services offer valuable experience and insight, helping you tackle IT strategic planning, IT exam and audit support and more.