Financial Services

Our Expertise

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 600 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.

2023 Financial Institutions Advisor: Exclusive insights to help navigate industry disruptions & welcome cost-saving opportunities.

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Insights

MORE INSIGHTS

Smiling businessman talking to blurred colleague near laptop and notebook in a modern, open office

February 01, 2023

Case Studies

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Brown & Brown Insurance new leased space in Troy, Michigan

October 26, 2021

Tenant representation firm assists Brown & Brown with lease negotiation on new office space

Brown & Brown, Inc., is the fifth largest insurance brokerage firm in the nation, and as the company grew, Plante Moran Cresa helps find office space that would support its business objectives.

Case Study / 1 min read

April 23, 2017

Cybersecurity testing for credit union

A regional credit union strengthens security environment, passing its regulatory exam with flying colors.

Case Study / 1 min read

Client Experience

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.”

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