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COVID-19: Adapt faster, emerge stronger. Access our resource center.

COVID-19: Adapt faster, emerge stronger. Access our resource center.

COVID-19: Adapt faster, emerge stronger. Access our resource center.

A future-focused partnership with the technical expertise you need

From financial institutions and investment funds grappling with increasingly complex reporting, governance, and regulatory requirements to insurance and specialty finance companies seeking to protect against mounting cybersecurity risks, the financial services industry faces increasing pressure. As those pressures mount, so does our desire to help you stay ahead of challenges.

We’re known for our breadth and depth of technical knowledge, serving more than 500 banks, credit unions, investment companies, broker-dealers, mortgage bankers, and other leasing and specialty finance companies. Our 200 financial services experts include CPAs, risk management professionals, internal audit professionals, loan review specialists, regulatory compliance specialists, management consultants, technology experts, and fraud examiners. We’ll help you meet tight schedules and deadlines, advocate for best outcomes, proactively stay ahead of cybersecurity risks, and assure stakeholders in today’s tough economic climate.

Related Events

COVID-19 benchmarking report insights
Key findings and strategies to help insurance companies emerge stronger.

Financial Services Thought Leadership

  • New guidance clarifies the timing of PPP-related expense deduction disallowance
    The Treasury and IRS have issued long-anticipated guidance on PPP Loans which accelerates the disallowance of PPP-funded expense deductions in 2020 based on a reasonable expectation of loan forgiveness.
    Stephen Eckert Brett Bissonnette Kurt Piwko Michael Monaghan
    Article November 20, 2020 7 min read
    Outside of a building with large columns
  • Credit risk management during the COVID-19 pandemic

    Listen in as our loan review specialists share their experiences helping clients manage their credit risk through the pandemic as part of the Plante Moran Financial Institutions Symposium 2020.

    Steve Schick
    Webinar November 19, 2020 60 min watch
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  • Cybersecurity amid COVID-19: The biggest threats facing financial institutions

    Our cybersecurity experts share their insights on how to identify and minimize cybersecurity threats on Day Three of the Plante Moran Financial Institutions Symposium.

    Joe Oleksak Alex Brown Ben LeClaire
    Webinar November 19, 2020 60 min watch
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  • The basics of cost segregation
    Many owners of income-producing real estate are unaware that they can maximize the tax savings on their investments with an IRS-approved project called a cost segregation study. Are you one of them?
    Jonathan Winterkorn Lawrence Knutson Jeremy Sompels
    Video November 18, 2020 3 min watch
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Our clients say

The Plante Moran team that performs our audit and tax work is top notch. They not only give us high quality work in this area, they are trusted advisors. I always involve them in our strategic discussions because they provide good insight that helps us make proper management decisions.

Michael Burke President & CEO, CSB Bank

Individualized attention and service

As trends, economic factors, and regulations change, we help you keep a step ahead by looking at the implications for your institution. Our ability to react quickly in an increasingly complex and evolving field — and translate how that affects you — is what sets us apart.

Brian Pollice, financial services practice leader, knows that taking the time to understand the specific dynamics that separate you from your competitors is a key factor. “When our clients raise a concern, we don’t just provide a canned response. Each engagement is unique. We put their fears to rest by investing our efforts into studying their particular organization and providing practical, effective, and timely solutions.”

How can we help your business?

Contact us or submit an RFP