Advisory Services

Practical guidance for your next technology decision.

Infiniti Systems helps growing and regulated organizations adopt AI responsibly, strengthen cybersecurity, improve audit and risk programs, modernize technology, and move important initiatives forward with confidence.

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Strategy that leads to action

Get the leadership you need without adding another full-time executive.

Technology, risk, and control decisions affect productivity, customer experience, resilience, compliance, and growth. Infiniti Systems provides independent, executive-level guidance backed by hands-on experience in financial services, healthcare, government, managed services, and complex multi-location environments.

Core offerings

Choose the support that fits your priorities.

Each engagement has a defined scope, clear deliverables, and practical next steps. Services may be delivered virtually, on-site, or through a hybrid approach.

AI Readiness & Governance Sprint

Move from scattered AI experimentation to a practical, responsible adoption plan aligned with your business goals and risk tolerance.

2 to 3 weeks | Typical investment: $7,500 to $25,000
What you receive
  • Leadership discovery session and current-state review
  • AI use-case and workflow opportunity assessment
  • Risk, data, privacy, vendor, and governance review
  • Prioritized 90-day AI adoption roadmap
  • Executive briefing and recommended next steps

Best for: Organizations using or considering Microsoft Copilot, ChatGPT, Claude, automation, or AI-enabled business applications.

Cybersecurity & Technology Risk Review

Gain a clear view of your most important technology risks, governance gaps, and resilience priorities without turning the engagement into a technical audit exercise.

3 to 4 weeks | Typical investment: $12,500 to $45,000
What you receive
  • Security governance and control review
  • Identity, endpoint, vulnerability, data protection, and monitoring review
  • Vendor and third-party risk observations
  • Prioritized risk register and remediation roadmap
  • Executive and board-ready summary

Best for: Banks, healthcare organizations, nonprofits, and growing businesses preparing for an audit, examination, renewal, leadership transition, or major technology change.

Fractional CIO / CISO Advisory

Add experienced technology and security leadership to your management team without the cost and commitment of a full-time executive.

Monthly engagement | Typical investment: $5,000 to $18,000 per month
Support may include
  • Executive decision support and technology prioritization
  • Cybersecurity governance, risk reporting, and board communication
  • Technology roadmap, budget, and investment planning
  • Vendor accountability and contract guidance
  • Project oversight and leadership coaching

Best for: Organizations that need ongoing leadership, an interim executive, or independent oversight of internal staff and service providers.

Technology Strategy & Roadmap

Turn competing priorities, aging systems, and disconnected projects into a focused plan that connects technology investments to business results.

3 to 5 weeks | Typical investment: $10,000 to $40,000
What you receive
  • Current-state technology and operating model assessment
  • Leadership interviews and business-priority alignment
  • Infrastructure, cloud, application, data, and support observations
  • Prioritized 12 to 24-month roadmap
  • Budget guidance, sequencing, ownership, and success measures

Best for: Leadership teams planning modernization, growth, new locations, cloud adoption, organizational change, or a new budget cycle.

Technology Cost & Vendor Optimization Review

Understand where technology dollars are going, whether vendors are delivering expected value, and where cost, contract, or service improvements may exist.

2 to 4 weeks | Typical investment: $7,500 to $30,000
What you receive
  • Technology spend and contract inventory
  • Service overlap, licensing, utilization, and renewal review
  • Vendor performance and accountability assessment
  • Negotiation and sourcing recommendations
  • Savings opportunities and 90-day action plan

Best for: Organizations facing renewals, rising vendor costs, service concerns, platform sprawl, or pressure to reduce operating expense.

Vendor Management Program Setup & Review

Build a practical vendor management program or strengthen an existing one so leadership can identify critical providers, document risk, monitor performance, and prepare for audits or examinations.

Typical investment: $5,000 to $35,000 based on review or program setup
What you receive
  • Vendor inventory, criticality, and risk-tiering framework
  • Due diligence and ongoing monitoring requirements
  • Contract, cybersecurity, privacy, resilience, and fourth-party review criteria
  • Standard questionnaires, review schedules, and issue-tracking templates
  • Executive reporting format and prioritized improvement plan

Best for: Banks, healthcare organizations, nonprofits, and growing businesses that need to establish vendor oversight, improve documentation, or prepare for regulatory review.

Employee Cybersecurity Awareness Campaigns

Turn cybersecurity awareness into an ongoing employee communication program that keeps current threats visible and reinforces the behaviors that protect your organization.

Single campaign from $2,500 | Annual programs: $12,000 to $30,000
Support may include
  • Monthly awareness topics and leadership messages
  • Employee-ready emails, articles, graphics, and quick-reference materials
  • Role-specific guidance for executives, managers, and frontline employees
  • Content addressing phishing, passwords, data protection, fraud, AI, and emerging threats
  • Campaign calendar, participation measures, and executive reporting

Best for: Organizations that need consistent, practical security education beyond annual compliance training.

AI Training & Adoption Program

Help leaders and employees use AI confidently, responsibly, and productively through practical training connected to real roles and business workflows.

Workshop from $3,500 | Adoption programs: $7,500 to $30,000
Support may include
  • Executive AI briefing and leadership alignment
  • Employee training on responsible use, prompting, data protection, and verification
  • Role-based use cases for Microsoft Copilot, ChatGPT, Claude, and approved tools
  • Prompt guides, quick-reference materials, and reusable examples
  • Adoption plan, office hours, success measures, and follow-up coaching

Best for: Organizations that have approved AI tools but need employees to use them safely, consistently, and effectively.

Critical Initiative & Vendor Oversight

Bring independent leadership and structure to high-stakes technology projects so decisions, risks, vendors, budgets, and outcomes remain visible.

Monthly or project-based | Typical investment: $6,500 to $20,000 per month
Support may include
  • Project governance and executive status reporting
  • Vendor coordination and performance management
  • Risk, dependency, decision, and budget tracking
  • Implementation readiness and change planning
  • Leadership communication and issue escalation

Best for: AI deployments, cloud and infrastructure projects, system replacements, security programs, integrations, migrations, and mergers or acquisitions.

Audit, Risk & Controls

Independent guidance that strengthens governance and prepares your organization for scrutiny.

Selected engagements are supported by a CPA and CIA with more than 20 years of senior internal audit and loan review experience working with Audit Committees, boards, executives, regulators, and external auditors.

Fractional Chief Audit Executive Advisory

Add experienced internal audit leadership during a transition, growth period, program redesign, or when executive-level guidance is needed without a full-time hire.

Monthly engagement | Typical investment: $6,500 to $20,000 per month
Support may include
  • Audit strategy, charter, methodology, and governance
  • Risk-based audit planning and resource prioritization
  • Audit Committee and board reporting support
  • External audit, regulatory, and examiner coordination
  • Team coaching, succession planning, and issue escalation

Best for: Organizations needing interim leadership, executive coaching, program oversight, or additional capacity for a defined period.

Enterprise Risk Assessment & Audit Planning

Develop a defensible view of enterprise risk and translate it into a practical, risk-based internal audit plan aligned with business priorities and regulatory expectations.

3 to 6 weeks | Typical investment: $10,000 to $35,000
What you receive
  • Risk universe and assessment methodology
  • Executive and stakeholder interviews
  • Risk scoring, prioritization, and coverage analysis
  • Annual or multiyear risk-based audit plan
  • Audit Committee-ready summary and presentation support

Best for: Financial institutions and regulated organizations building or refreshing their enterprise risk assessment and audit plan.

FDICIA, SOX & COSO Controls Readiness

Strengthen internal control documentation, ownership, testing, and evidence so the organization is better prepared for management assessment and external review.

Project-based | Typical investment: $15,000 to $50,000
Support may include
  • Control framework and documentation review
  • Process narratives, risk-control matrices, and testing plans
  • Control owner education and evidence requirements
  • Gap identification and remediation planning
  • External auditor coordination and readiness support

Best for: Banks approaching FDICIA thresholds, organizations preparing for SOX requirements, or leadership teams strengthening COSO-aligned controls.

Loan Review & Credit Risk Advisory

Provide independent guidance on loan review governance, credit risk coverage, reporting, issue escalation, and the effectiveness of the loan review program.

Review or advisory engagement | Typical investment: $12,500 to $45,000
Support may include
  • Loan review program and policy assessment
  • Risk-based coverage and sampling guidance
  • Credit risk trend and exception reporting
  • Issue escalation, tracking, and remediation oversight
  • Board and committee reporting recommendations

Best for: Banks strengthening loan review independence, coverage, governance, or reporting during growth and portfolio change.

Regulatory Examination & Audit Readiness

Organize people, documentation, responses, and leadership communication before an examination or external audit begins.

2 to 5 weeks | Typical investment: $7,500 to $25,000
What you receive
  • Readiness assessment and document-request review
  • Open issue, evidence, and ownership tracking
  • Management interview preparation
  • Examiner and external auditor coordination support
  • Executive and Audit Committee status reporting

Best for: Organizations preparing for regulatory examinations, financial statement audits, internal control reviews, or major compliance assessments.

Audit Issue Remediation & Controls Validation

Bring structure and accountability to unresolved audit, regulatory, compliance, operational, technology, privacy, and information security findings.

Project-based | Typical investment: $7,500 to $30,000
Support may include
  • Finding inventory, risk ranking, and ownership validation
  • Management action plan review
  • Evidence standards and sustainable remediation guidance
  • Independent validation and closure recommendations
  • Executive, board, and Audit Committee reporting

Best for: Organizations with aging findings, repeat issues, weak documentation, or limited internal capacity to drive remediation.

Additional specialized support
  • Financial and enterprise systems conversion controls, data reconciliation, and validation
  • Data privacy, information security, operational, and technology audit support
  • FCPA and U.K. Bribery Act compliance control reviews
  • Treasury, cash operations, financial reporting, and account reconciliation process reviews

Engagements are structured to preserve professional independence and objectivity. Management retains responsibility for decisions, controls, and operations.

Size-adjusted pricing

Pricing that reflects the size and complexity of your organization.

The lower end of each published range reflects a focused engagement for a smaller organization. Final pricing is based on bank or credit union assets, employee count, locations, vendors, regulatory requirements, project scope, and the complexity of the technology environment.

Community

Starting-price level

Financial institutions: Under $500 million in assets

Other organizations: Under 100 employees and up to 5 locations

Growth

Typically 1.5 to 2 times the starting price

Financial institutions: $500 million to $2 billion in assets

Other organizations: 100 to 500 employees or 6 to 25 locations

Large / Regional

Typically 2.25 to 3 times the starting price

Financial institutions: $2 billion to $10 billion in assets

Other organizations: 501 to 1,500 employees or 26 to 75 locations

Enterprise / Complex

Custom scope and proposal

Financial institutions: More than $10 billion in assets

Other organizations: More than 1,500 employees, more than 75 locations, or highly complex regulated environments

How the final fee is determined

Organization size establishes the initial tier. Scope is then refined based on the number of stakeholders, systems, vendors, locations, policies, deliverables, on-site requirements, and the depth of assessment or implementation support requested. A fixed-fee proposal is provided before work begins.

Fast-start services

Start with one focused business need.

These shorter engagements offer a practical first step and can be expanded into a larger advisory relationship when needed.

Executive Strategy Session

A focused working session on one AI, cybersecurity, vendor, infrastructure, or technology decision, followed by a concise action brief.

90 minutes | Starting at $1,500

Executive or Board Briefing

A customized briefing that translates AI, cybersecurity, internal audit, loan review, controls, technology risk, or emerging technology into clear business implications.

Starting at $2,500

AI or Cybersecurity Workshop

Practical, role-aware training on responsible AI use, better prompting, cybersecurity awareness, or emerging threats.

Starting at $3,500

Why Infiniti Systems

Executive perspective with hands-on operating experience.

Advice is most useful when it can survive real budgets, limited staff, vendor constraints, regulatory expectations, and day-to-day operations. Infiniti Systems combines strategic leadership with practical execution across AI, cybersecurity, internal audit, loan review, controls, infrastructure, healthcare technology, financial services, and multi-location operations.

You receive clear recommendations in business language, direct access to the person doing the work, and a plan your organization can actually carry forward.

How we work together

A clear path from question to action.

Clarify

We define the business question, desired outcome, scope, stakeholders, timing, and constraints.

Assess

We review the current state, speak with the right people, examine available evidence, and identify the decisions that matter most.

Move Forward

You receive prioritized recommendations, accountable next steps, and support for execution when you need it.

Ready to get started?

Let’s identify the right first step.

Schedule a complimentary 30-minute fit call to discuss your goals, current challenges, and the engagement that will create the most immediate value.

Schedule a Fit Call

Call Infiniti Systems: 888.374.9220

Custom scopes are available. Travel and third-party expenses, when required, are quoted separately.