Financial Services

Our Expertise

Turn risk into opportunity

From rapidly changing economic, market, and liquidity conditions to expanding regulations and increasingly complex technology and cybersecurity concerns, risk for financial services organizations is at its highest level in years. As the pressure intensifies, so does the need to stay ahead of the challenges. Whether you’re looking to improve internal processes, streamline your product offerings, expand technology offerings, or grow your footprint through a merger or acquisition, we’re here to help you meet your goals.

Serving more than 600 banks, credit unions, insurance companies, investment funds, broker-dealers, mortgage banks, and other leasing and specialty finance companies, we’re known for our breadth and depth of technical knowledge. Our diverse team of over 200 dedicated industry experts includes CPAs, risk management professionals, valuation experts, internal audit professionals, loan review specialists, BSA/AML regulatory compliance specialists, cyber experts, and fraud examiners. We’re ready to help your organization prepare for its next chapter — and turn your challenges into success stories.


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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