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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

Financial Services Thought Leadership

  • The Analytics Center of Excellence: Make better, faster, and more cost-effective decisions

    The requirements of regulatory bodies are changing rapidly, and our clients need a clear path to manage those changes, make accurate and efficient budgeting decisions, and optimize their supply chain. Our solution? The Analytics Center of Excellence.

    Mark Richards Stephanie Henry
    Article October 15, 2021 5 min read
    Business professionals in a modern conference room having a meeting.
  • Congress extends debt ceiling as all eyes turn toward tax legislation

    On October 14, President Biden signed into law a short-term extension of the federal debt ceiling. This, coupled with other recent funding extensions, sets the stage for further negotiations over the major tax proposals. Our tax experts discuss. 

    Stephen Eckert Michael Monaghan Kurt Piwko
    Article October 15, 2021 7 min read
    Business professionals walking down a flight of stairs outside a courthouse.
  • Q3 2021 National Office Real Estate Market Summary
    Market trends established during the pandemic continue to plague the office sector in Q3 2021, but some forward-looking metrics predict that the market’s downturn is dissipating.
    Ron Gantner Plante Moran Cresa Rick Pifer Plante Moran Cresa
    White Paper Q3 2021 10 min read
    National Office Real Estate Market Summary: National office real estate trends for Q3 2021
  • Fraud risks and COVID-19: Where to look for clues

    Pandemic-related changes in the work environment have triggered an increase in fraud. Forensic accounting experts Amanda Fletcher, Eric Conforti, and Gary Zeune discuss the trends and how to combat fraud in your organization via the Tennessee CPA Journal.

    Eric Conforti
    Article September 29, 2021 2 min read
    View of an office chair next to an empty desk.

Our clients say

I view our relationship with Plante as a strategic business partnership — an alliance that I can rely on for sound business advice. They are recognized as a true industry leader. The staff assigned to our account are very talented, dedicated professionals who take pride in their work. We have also had significant continuity in staffing which has been a real plus. Their "we care" client service culture is evident in the way they interact with our staff and consulting with us throughout the year.

Dan Hollowed EVP / Cashier and Chief Financial Officer, Cornerstone National Bank & Trust Company

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 Franey, 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