Services
Advisory that produces decisions and documents.
Each service ends in something you can hand to a board, an insurer, an auditor, or a client.
Ongoing
Insurance-aligned vCISO and vCIO
A named leader for security and technology, available on a defined schedule instead of a full-time salary.
- Risk register with owners and dates
- Decisions presented as Option A, B, or C with costs, timelines, and consequences
- Support completing cyber insurance applications and renewals
- Vendor and IT provider oversight against the written plan
- Regular reporting to owners or the board
Policy and retainer
AI governance and Continuous AI Controls
AI adoption is outrunning policy in most firms. We write the rules, then keep them current.
- AI use policy short enough that people read it
- Approved tool list and a process for adding tools
- Data handling rules for client and confidential information
- Continuous AI Controls retainer for ongoing review
Fixed scope
Assessments and briefs
Shadow AI Discovery Assessment
Finds the AI tools your staff already use, so policy starts from what is real. Delivered in partnership with CMIT Solutions of Edison-Piscataway. Fixed fee based on seat count.
AI Workflow Governance Assessment
Reviews specific workflows that use AI for data exposure, human review, and accountability.
Board AI Readiness Brief
A short briefing that tells directors and owners where the firm stands on AI risk and what decisions are theirs to make.
Ask about an assessment