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Maximize Financial Resources With Customized Financial Services

Financial services organizations are increasingly held accountable for managing constantly changing risks and regulatory compliance requirements, all while continuing to improve corporate performance and results. Stakeholders – including regulators, shareholders, and customers – expect rigorous standards to be upheld. In addition, intensifying competition is driving boards and management teams to reassess their service provider relationships.

For more than 50 years, Crowe Horwath LLP has helped manage these and other critical industry focused challenges for a broad range of financial services organizations, including banks, holding companies, thrifts, credit unions, insurance companies, and broker/dealers.

Our financial services team offers:

  • Hands-on experience managing issues that impact financial institutions;
  • Deep expertise in administering the intricate reporting and operating requirements mandated by the sector’s regulatory agencies;
  • Thought leaders who are invited to speak at national industry and state trade association conferences;
  • Specialists who publish influential articles on industry focused topics; and
  • Professionals who are active at a national level with regulatory agencies, standard setters, the Securities and Exchange Commission, and trade groups.


Crowe is a preferred provider to financial services organizations in accounting and audit, financial advisory, tax services, risk, and performance consulting.

Recognized Leadership, Enduring ValueRecognized Leadership, Enduring Value
Today’s financial institutions must anticipate fast-changing competitive pressures, respond to an evolving regulatory climate, and address rising stakeholder expectations – all while managing risk and long-term strategic issues. In this complex environment, institutions need an experienced service provider with a proven record of success to help them address their industry’s challenges.

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Michael Percy
Managing Partner,
Financial Services
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