Robert Napoli

Most leaders of mid-market financial firms struggle to manage the growing complexity of their technical ecosystem. You've moved past the point where an IT support desk or outsourcing alone is sufficient, yet technical chaos continues to erode profit margins.

I work with CEOs of financial services firms where technology is a high-stakes ecosystem. When your technical infrastructure fails to operate as an integrated whole, your EBITDA, revenues and regulatory standing are at risk.

You see the symptoms: data silos requiring manual reconciliation, headcount increasing just to manage software gaps, and an IT department stuck in reactive firefighting mode. Despite constant spending on new tools, systems feel more fragmented than ever, slowing your decision velocity and ability to respond.

The root cause of this friction is rarely your infrastructure or systems. It's the lack of strategy and direction for your technical ecosystem.

Your technology is not a list of separate tools but an interconnected system where changes in one area create friction in another. Most firms keep trying to "fix the tools" when they should be optimizing the ecosystem - driving technical debt, operational drag and margin leakage. The path back to predictability is shifting from reactive maintenance to proactive ecosystem optimization.

I step in as a Fractional CIO to set strategy and direct implementation. I don't just advise - I drive the work that reduces technical debt and aligns systems with financial objectives, turning your infrastructure into a predictable asset that protects profit and supports growth.

My engagements deliver three fiduciary outcomes:

✦ 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗻𝗴 𝗟𝗲𝘃𝗲𝗿𝗮𝗴𝗲: I transition firms from reactive maintenance to proactive ecosystem direction - uncoupling headcount from volume growth so infrastructure supports expansion without ballooning overhead.

✦ 𝗘𝗕𝗜𝗧𝗗𝗔 𝗣𝗿𝗼𝘁𝗲𝗰𝘁𝗶𝗼𝗻 & 𝗦𝗽𝗲𝗻𝗱 𝗥𝗲𝗰𝗼𝘃𝗲𝗿𝘆:  I identify drag from fragmented, redundant or legacy systems. By consolidating your ecosystem and aligning tools with board-level goals, I recover significant annual spend and stop technical debt from eroding margins.

✦ 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗥𝗲𝗴𝘂𝗹𝗮𝘁𝗼𝗿𝘆 𝗥𝗲𝘀𝗶𝗹𝗶𝗲𝗻𝗰𝗲: I replace shadow IT and data silos with audit-ready, integrated environments - ensuring your data infrastructure remains an asset during regulatory scrutiny or M&A due diligence, not a liability.

If your technology is blocking growth rather than enabling it, visit Agile Tech Advisors and take our ITEO Diagnostic to identify where your margins are leaking.

Founder & CEO

I founded Agile Tech Advisors to provide businesses with the guidance and expertise they need to navigate the challenges and capitalize on the opportunities presented by technology. My extensive experience in IT leadership and consulting has shown me that companies need a strategic and proactive approach to technology management to thrive.

Agile Tech Advisors takes a value-driven approach to technology management, delivering tangible benefits and measurable outcomes that directly impact the bottom line. Our deep technical expertise and proactive approach enable us to facilitate innovation, streamline processes, and uncover growth opportunities while addressing potential cybersecurity and compliance risks.

Central to our approach is building meaningful relationships based on trust, integrity, and a deep understanding of your business. We do not believe in “technology for technology’s sake.” Your technology roadmap must align with the business and have clearly defined and agreed-upon goals. We take the time to understand your unique needs and offer customized solutions that maximize the effectiveness of your technology strategy and set the foundation for long-term success.

When you work with Agile Tech Advisors, you can expect measurable improvements in your business operations. Our results-driven approach, technical expertise, risk mitigation strategies, and commitment to building genuine relationships enable us to deliver maximum value from your technology investments.

Sales Craft | Author | TEDx Speaker | Podcast Host | Award-Winning | Trusted Advisor | Family First

We offer sales leadership. 

Currently working with SME's, helping them drive 6 and 7 figures through structured professional selling techniques and methods, improving your selling skills.

Most companies don’t miss revenue because their product is weak they miss it because their sales conversations lack structure, especially in complex, technical, and manufacturing-driven environments.

That’s when the problems show up:

Early curiosity never turns into real commitment

Technical solutions get pitched too soon

Follow-ups lose momentum and die in the CRM

Production suffers because the pipeline doesn’t match capacity

Great teams stay inconsistent because there’s no coaching rhythm

I fix that with Sales Craft™ — a proven system built for CEOs who run real operations, real teams, and real delivery deadlines… not theory.

Sales Craft helps sales teams in high-value environments close faster, with clarity, confidence, and trust, without relying on one star rep or the CEO stepping in to save the deal.

I help founders and CEOs:

• Turn slow, unpredictable pipelines into steady million-dollar wins
• Equip reps with a repeatable sales rhythm that raises conversion
• Build buyer belief without pressure or push tactics
• Align sales activity with operational capacity so your floor, techs, and delivery teams stay fully utilised
• Develop someone internally who can step into a sales leadership role

A little context:

Made my first sale at 13 and the thrill never left.
30+ years across retail, automotive, SaaS, and manufacturing.
Coach for Enterprise Ireland’s New Frontiers, contributor to the EU 2.0 Project, TEDx speaker, and award-winning broadcaster.
I’ve advised government programs, EU initiatives, and sat with European ambassadors to discuss trade, growth, and organisational scale.
I support business owners and CEOs across the U.S. and Europe on strategic clarity, sales psychology, and structured team performance.

What I believe:

Sales isn’t pressure, it’s leadership in conversation.
Buyers deserve clarity. Reps deserve confidence.
And founders deserve a sales team that runs without them.

If you want a sales function that performs consistently, protects production capacity, and gives you the freedom to get home earlier, message me “Sales Craft” and I’ll send you a quick diagnostic to pinpoint your biggest revenue unlock.



Have a strategy call with Joe https://calendly.com/joedalton/call-with-joe-dalton

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Robert Napoli

Joe Dalton

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