Financial Services

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.

The Crowe Horwath LLP financial services team offers:

  • Hands-on experience managing issues that impact organizations;
  • 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 has helped manage critical industry focused challenges for a broad range of financial services organizations, including:

As one of the largest public accounting, consulting, and technology firms in the United States, Crowe Horwath LLP offers asset management expertise and competencies, upheld by a deep commitment to the highest client service standards.
Crowe offers broker-dealer and wealth management expertise and competencies, buoyed by a deep commitment to the highest client service standards, to help your firm compete and grow.
Crowe understands the unique needs of credit unions and offers insight and guidance targeted to the credit union industry.
Our extensive range of industry focused services and the extent of our competencies provide your insurance company with technical expertise and thought leadership.
With its specialized expertise, Crowe can help companies in the fast-growing fintech companies address the unique and significant challenges they face.

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Michael Percy

Managing Partner, Financial Services