Financial Services

How CCK Advisors Reduced IT Costs by 38% While Strengthening Cyber Governance

A regulated financial-services firm moved from reactive support to executive IT governance, cut infrastructure and support costs, and established board-level cyber reporting in under 90 days.

Challenge

CCK Advisors was operating without executive-level IT oversight, relying on a break-fix support model that led to fragmented vendor management, unpredictable spending, aging infrastructure, and limited visibility into technology risk and value in a highly regulated FFIEC-aligned environment.

Results

With Get IT Sense, CCK Advisors achieved a 38% reduction in IT infrastructure and support costs, established board-level cyber-risk reporting within 90 days, passed an independent external cyber audit with no material findings, and implemented real-time dashboards for continuous financial and risk posture visibility.

Key Product

vCIO, Cyber Applications

Team members reviewing laptops and advisory materials
CCK Advisors logo
CCK Advisors
Financial Services
cckcpa.com
38%
Cost Reduction
100%
Security Control
$1M+
Mitigated compliance and breach exposure
The Challenge

Prior to working with Get IT Sense, CCK Advisors was constrained by a reactive, break-fix managed service provider model that lacked executive oversight. The absence of a dedicated CIO or CISO resulted in minimal strategic direction, aging on-premises infrastructure, unpredictable technology spending due to fragmented vendor relationships, and limited insight into the organization's risk posture and technology return on investment. These challenges increased compliance exposure in a regulatory environment guided by FFIEC standards, highlighting a critical need for structured governance and cost control.

The Solution

Recognizing the limitations of their existing approach, CCK Advisors engaged Get IT Sense for independent, vendor-neutral advisory. The decision was driven by the need for embedded fractional CISO leadership, structured policy development, risk scoring, and executive reporting aligned with FFIEC compliance. Get IT Sense provided a disciplined framework by embedding a fractional CISO, developing policies, risk scoring methodologies, and regular board briefings. Infrastructure modernization was addressed through a phased refresh, cloud-ready network architecture, and zero-trust edge strategies. Enhanced cybersecurity and compliance were achieved via managed SOC deployment, advanced email security, staff awareness initiatives, and a three-year, FFIEC-aligned roadmap. As Jim Hicks, CFO at CCK Advisors, stated: "The 'Get IT Sense' methodology provided us with the executive oversight and strategic discipline we needed to move from reactive support to proactive governance."

The Results

With Get IT Sense, CCK Advisors realized measurable improvements: a 38% reduction in infrastructure and support costs in the first year, a successful independent cyber audit with no material findings, and board-level cyber-risk reporting established within 90 days. Real-time dashboards now provide ongoing visibility into IT spend, resource utilization, and risk posture, supporting disciplined technology governance and long-term roadmap execution.

CCK Advisors office environment
About the customer

CCK Advisors is a financial services firm operating in a highly regulated, FFIEC-aligned environment, requiring stringent governance and cybersecurity measures.

Get IT Sense's methodology was eye-opening yet easy to act on. Our security posture leapt forward the moment the virtual CISO stepped in.

Jim Hicks
Jim Hicks
CFO, COO, CCK Advisors
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