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Financial Services

Plante Moran

Strategies that work, no matter what's next. Learn more now.

Strategies that work, no matter what's next. Learn more now.

Strategies that work, no matter what's next. Learn more now.

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

  • 2021 midyear business tax planning in an era of change

    Over the past year, we’ve seen a high volume of tax changes, primarily in response to the COVID-19 pandemic. Are you sure your business has taken all the recent changes into account? Join our tax experts to make sure.

    Stephen Eckert Kurt Piwko Caitlin Slezak
    Webinar June 29, 2021 60 min watch Upcoming
    Businesswoman sitting in front of laptop computer at a desk.


Financial Services Thought Leadership

  • FDICIA readiness & implementation: Is your bank prepared?

    View our on-demand webinar to learn more about FDICIA requirements and thresholds and gain insights on how to plan for FDICIA adoption at your institution. 

    Ryan Abdoo Sherrie Krowczyk-Mendoza Colin Taggart Josh Engelkemier
    Webinar June 10, 2021 60 min watch
    Businesswoman standing while using a handheld tablet in a patio outdoor area.
  • The Colonial Pipeline breach highlights risk for all companies

    If your company isn’t paying close attention to the growing threat of ransomware attacks, the Colonial Pipeline incident should serve as a convincing wake-up call. In Chief Executive, Raj Patel discusses how to protect your business from exposure and risk.

    Raj Patel
    Article June 8, 2021 4 min read
    Business professional standing at a desk looking at a computer monitor screen.
  • To PCD or not to PCD: Key takeaways from the FASB CECL Roundtable

    Should TDR accounting be completely rescinded? Does accounting for acquired loans misrepresent the economics of an acquisition? Does net income still matter? Our experts analyze the FASB’s virtual roundtable discussion on these questions and more.

    Joe Vloedman Emily Anderson
    Article June 7, 2021 4 min read
    Businessman in a cafe area using a laptop computer.
  • BSA/AML Regulatory program expectations
    Our experts share insights on keeping your bank safe and complying with BSA/AML requirements in this on-demand webinar.
    Brad Birkholz James Siegel
    Webinar June 4, 2021 48 min watch
    A staff member reading on a tablet on how to prevent fraud.

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