Strategic Technology Leadership
at a Fraction of the Cost
Let the expertise of Aegis Technica elevate your financial firm with expert technology leadership on demand. Navigate the complexities of fintech with a seasoned Fractional CTO who drives innovation, ensures security, and achieves regulatory compliance.
What is a Fractional CTO?
Part-Time Commitment
Flexible engagement tailored to your specific needs, from a few days per month to several days per week.
Full Strategic Value
Executive-level technology guidance without the overhead of a full-time C-suite salary and benefits.
Technology Leadership
Strategic direction, architecture planning, and implementation oversight that drives business outcomes.
Protecting Your Assets
Threat Intelligence
Deep understanding of cybersecurity threats specific to financial institutions with experience implementing NIST, CIS, and SOC 2 frameworks.
Data Protection
Mitigate risks and protect sensitive client data with robust security protocols designed specifically for financial services.
Incident Response
Develop comprehensive incident response plans to minimize damage from the 35% increase in cyberattacks targeting the financial sector.
Navigating Compliance
Zero Penalties
Proven track record of successful regulatory audits
Automated Monitoring
Implement systems that track compliance continuously
Regulatory Expertise
Navigate SEC, FINRA, CCPA, Dodd-Frank, and more
Financial firms faced over $10B in non-compliance fines in 2022 alone. Stay ahead of ever-changing regulations and protect your reputation with expert guidance.
Benefits of a Fractional CTO
40%
Cost Savings
Average savings compared to hiring a full-time CTO
100%
Expertise Access
Full access to top-tier tech leadership
30%
Efficiency Gain
Typical operational improvement for clients
Gain objective insights and strategic guidance tailored to your firm's needs while scaling your technology infrastructure seamlessly as your business grows.
Services Offered
Technology Strategy
Custom development and execution for financial institutions
Cloud Migration
Secure infrastructure optimization and modernization
Vendor Management
Selection and oversight of technology partners
M&A Consulting
Streamline Mergers & Acquisitions
Data Analytics
Business intelligence and insights generation
Find The Right Fit
ENGAGE
- A fractional Chief Technology Officer for your business
- Deploys the Functional Technology® Framework to build out technology strategy, establish KPIs and reporting, optimize cybersecurity posture, and more
- Functional Technology® Systems Map delivered after the first 30 days
- Quarterly Planning calls quarterly, Sprint Planning and Review calls led weekly, and Daily Stand-Ups with the team
- Hire, train, evaluate and fire vendors, employees, & contractors
- 3-month minimum commitment (short-term, high-octane)
- Investment: Starting at $10,000/month
CONSULT
- 4-hour Strategy Session for your team using the Functional Technology® Framework to focus your technology strategy. Custom, bespoke based on your company’s needs.
- 14-to-7-day Preparatory Period via email correspondence
- Delivery includes immediate technology punch list, list of blindspots, and technology projects for next 1-6 months
- Investment: Starting at $7,500 + travel
ADVISE
- A fractional CTO leading your team as a strategic advisor
- Available after at least one 90 Day ENGAGE or 1 CONSULT Strategy Session
- Quarterly Planning calls quarterly, Sprint Planning calls led twice-monthly
- Unlimited email correspondence
- Grow long-term with the least financial risk
- Access to our technology project standard operating procedures (SOPs)
- 6-month commitment
- Investment: Starting at $3,000/month
CUSTOM SERVICES
Schedule a call where we can discuss a custom solution, tailored for your unique needs.
Investment: Varies
Success Stories
Cloud Migration Success
Increased operational efficiency through strategic cloud migration for multiple wealth management firms.
Compliance Achievement
Made multiple RIA firms SEC Audit ready & guided them through technology requests during audits.
Security Enhancement
Implemented proactive threat detection systems that reduced cybersecurity risk for several Investment Management firms
Customer Retention
"Since working with our Fractional CTO, we have been able to grow our book of business faster & more efficiently than ever before"
About
Experience
Seasoned technology executive with 25+ years in financial technology leadership. Previous CTO at a leading Financial platform as a service overseeing technology for 30+ elite RIA's with a combined AUM of over $15 Billion
Expertise
Deep background in fintech, cybersecurity, and regulatory compliance. Proven track record of successful technology transformations for financial services firms.
Mission
Passionate about helping financial firms thrive in the digital age through strategic technology leadership that balances innovation with security and compliance.