Succeed in a Complicated Marketplace
Financial institutions must balance regulatory compliance, risk management, and financial efficiency in an evolving market. Banks, investment firms, and fintech companies must navigate tax regulations, reporting requirements, and cybersecurity threats while maintaining profitability and stakeholder trust.
CBIZ partners with financial institutions to provide audit, tax, valuation, and risk advisory solutions, helping them meet compliance demands, strengthen governance, and enhance operational efficiency.
Whether you’re preparing for regulatory examinations, optimizing tax strategies, or assessing risk, we offer the expertise needed to ensure financial stability and growth.
Deep Industry Expertise
Financial and operational vision to guide you forward.
Banks & Credit Unions
Ensure regulatory compliance, improve financial reporting, and strengthen risk management.
Investment Firms
Optimize tax strategies, perform valuations, and enhance financial transparency.
Insurance Providers
Manage compliance, financial risk, and evolving industry regulations.
Fintech
Strengthen cybersecurity, regulatory reporting, and technology-driven financial strategies.
Private Lenders
Support transaction due diligence, compliance, and investor reporting.
Support for a Strong Financial Future
Financial Solutions
Accurate financial reporting and regulatory compliance are essential for publicly traded companies. CBIZ delivers audit, tax, and advisory services to help businesses meet SEC requirements with confidence.
Financial Statement Audits
Independent audits and financial statement preparation for transparency and compliance.
Learn MoreCorporate Tax
Stay ahead of tax law changes while maintaining full compliance with federal and multi-state tax regulations.
Learn MoreSEC & Regulatory Guidance
Ensure adherence to SEC, FINRA, FDIC, and OCC regulations with compliance advisory services.
Learn MoreFinancial Accounting & Advisory Services
Access strategic and tactical support for all your accounting and financial planning needs.
Valuation Advisory
Financial institutions require precise valuations for regulatory reporting, acquisitions, and strategic planning. CBIZ provides objective, data-driven valuation services for financial service firms.
Learn MoreBusiness Valuation
Valuation support for M&A transactions, shareholder reporting, and fair value assessments.
Learn MoreComplex Valuation Advisory
Provide fair value analysis and financial modeling to support investment decisions and SEC disclosures.
Learn MoreProperty Valuation/Insurable Values
Ensure accurate property valuation and insurable values to protect physical assets, comply with regulatory reporting standards, and secure comprehensive coverage.
Learn MoreRisk Management & Compliance
With increasing scrutiny from regulators and growing cyber threats, financial institutions must proactively manage risk. CBIZ offers customized solutions to enhance compliance and safeguard financial assets.
Internal Audit
Support optimal control practices and internal audit functions to mitigate financial risks.
Learn MoreEnterprise Risk Management
Strengthen governance practices and risk frameworks to enhance regulatory compliance.
Learn MoreInsurance Solutions
In today’s highly regulated financial landscape, protecting assets and managing risk is critical to stability and growth. CBIZ provides tailored insurance solutions designed to address the unique exposures of financial institutions. From professional liability and cyber risk to regulatory compliance and operational security, our strategies help mitigate threats and ensure long-term resilience.
Comprehensive Coverage
Tailored solutions to help you mitigate liability risks, protect physical and digital assets and ensure regulatory compliance.
Learn MoreExecutive Risk Protection
Protect your leadership team with tailored solutions for liability, regulatory risks, and complex exposures.
Learn MoreLoss Control Services
Mitigate risks and safeguard your business with customized strategies, employee training, and compliance support.
Learn MoreClaims Management
CBIZ guides you through insurance claims, ensuring timely resolutions and protecting your interests.
Learn MoreAlternative Risk & Captives
Customized strategies to manage unique risks, reduce costs, and gain greater control over your insurance.
Learn MorePremier Client Services
Exclusive insurance solutions for financial leaders, protecting personal wealth and valuable assets.
Learn MoreHuman Capital Management
The financial sector is highly competitive, requiring firms to invest in talent acquisition, workforce retention, and compensation planning. CBIZ helps institutions optimize workforce strategies and align compensation with industry benchmarks.
Benefits Consulting
Create a competitive edge with benefits solutions designed to recruit, retain, and engage top talent.
Learn MoreTalent Strategy
Align workforce planning with corporate objectives to ensure leadership continuity and optimization.
Learn MoreRetirement Plan Consulting
Design and manage competitive retirement plans that comply with regulations.
Learn MoreTechnology Solutions
Enhance operational efficiency, ensure regulatory compliance, and protect sensitive data by implementing digital solutions that enable you to streamline processes, strengthen security, and maintain a competitive advantage.
Cybersecurity Protection
Protect sensitive client data, transaction records, and internal systems from cyber threats with cutting-edge security solutions, real-time monitoring, and compliance-driven risk management.
Learn MoreHR Technology
Optimize payroll management, employee benefits administration, and workforce analytics with cloud-based HR systems designed to meet regulatory compliance and reporting standards in financial services.
Learn MoreAI Consulting & Implementation
Utilize artificial intelligence to enhance fraud detection, automate financial modeling, and improve customer insights, driving smarter decision-making and operational efficiency.
Learn MoreERP Selection & Integration
Deploy ERP platforms tailored for financial institutions to enhance reporting accuracy, automate compliance workflows, and streamline financial management across multiple business units.
Learn MoreCloud Services & Infrastructure
Leverage secure cloud computing to improve data storage, enhance disaster recovery planning, and support scalable IT solutions.
Learn More
Overcome Compliance While Driving Growth
Financial institutions face increased scrutiny from regulatory bodies such as the SEC, FINRA, OCC, FDIC, and CFPB. At the same time, they must manage market risks, cybersecurity threats, and changing customer expectations while maintaining operational efficiency and financial transparency.
CBIZ helps financial institutions stay ahead of regulatory changes, optimize tax strategies, enhance risk management frameworks, and streamline workforce solutions.
Our integrated approach ensures that banks, investment firms, and other financial service providers can maintain compliance, manage risks, and capitalize on growth opportunities.
