Our Expertise

Conquer challenges and leverage opportunities

The pressure on today’s banks is relentless. Whether its concerns about liquidity management and credit risk, keeping up with new regulations and reporting requirements, adapting to changing customer demographics, handling growth, or managing data governance and cybersecurity issues, banks must navigate it all. As the decision-maker, your challenge is to build a long-term strategy that right-sizes growth, maximizes operational efficiencies, and ensures an adequate return to shareholders. We’re here to help you ease the burden. 

Your issues are our priority

Our team of 200 professionals is known for its breadth and depth of technical knowledge in the banking industry, supporting de novo, community, and regional banks. Serving more than 275 financial institutions, we’re experts in financial statement audits, internal audits, cybersecurity, as well as regulatory compliance, loan review, trust, and other risk management services.

Our Offerings

With comprehensive accounting, tax, and consulting services, we have the industry knowledge, experience, and resources to help you meet your goals.

Audit and accounting

We help ensure the accuracy of your financial statements and provide actionable insights.
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Regulatory compliance

We provide practical guidance and forward-looking recommendations to balance risk, value, and cost.
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Cybersecurity and technology

We assess your IT strategies while helping protect your sensitive data from cyberthreats.
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Internal audit

We provide independent assurance that your internal controls are designed and operating effectively.
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Loan review

We monitor, identify, and analyze the root cause of abnormal credit risk.
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Model validation

We evaluate your model risk management program and offer strategies to improve business results.
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Business advisory

From strategic planning and M&A support to fintech and real estate expansion, we support your goals.
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We provide strategies to reduce your tax burden and stay current on ever-changing regulations.
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Navigating CECL accounting requirements

Risk management strategies for growth and innovation


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Client Experience

Collaborating for your success

We have more than 50 years’ experience serving clients just like you. We apply this deep industry knowledge to every engagement, providing customized solutions to your unique situation — and with one of the lowest turnover rates in the industry, the same team members will collaborate with you for every step of your engagement.

In an industry rife with complexity and change, it’s reassuring to partner with people you can depend on to see your project all the way through. Like our financial services practice leader Brian Franey often tells clients, “Our staff know this industry and they act as key business advisors for our clients, helping them grow and thrive in a tough regulatory environment.”

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
Chief Financial Officer, Cornerstone National Bank & Trust Company
2023 Financial Institutions Advisor: Exclusive insights to help navigate industry disruptions & welcome cost-saving opportunities.