Financial services
Is your financial services company ready for the next 20 years?
With the right team of financial services industry specialists, your organization can meet today’s toughest challenges.
Blockchain, digital assets, cloud computing, AI – they’re all changing the way that financial services companies do business and build customer relationships. But you can navigate the changes when you’ve got the knowledge and expertise of a dedicated team of financial services industry and technology specialists.
We provide the people, tools, technology, and deep industry knowledge to help you instill trust with stakeholders and customers.
Who we serve
No matter how big or how small your company, no matter your area of the financial services industry, we offer deep specialization and a skill set designed to match your unique challenges.
Funds and asset management
Fund managers face increasingly complex regulatory requirements and stakeholder demands. We can address your needs with deep expertise and a specialized team.
Funds and asset management
Banking
Every bank needs to compete for customers. Crowe banking specialists bring deep functional knowledge and expertise to help you stay on top of the ever-changing banking industry.
Banking
Broker-dealers
The regulatory and business environment for broker-dealers is changing fast. Our years of experience and extensive industry knowledge can help you keep pace.
Broker-dealers
Credit unions
Find out how deep credit union expertise combined with advanced technology can help you address your complex business needs.
Credit unions
Fintech companies
We know your fintech company isn’t a bank – and we have the industry expertise to help you address your evolving needs and challenges.
Fintech companies
Insurance
Get the support and targeted expertise you need to keep up with changing regulatory requirements and intense competition.
Insurance
What challenges are you facing?
We can help you respond with deep expertise, specialization, and experience.
Ways we can help
Across audit, tax, consulting, or advisory services, we’ll connect you with experienced and focused financial services specialists. You’ll get more than services and solutions – you’ll get a team who understands your business and industry.
Audit
When the landscape is changing fast, stakeholder confidence is critical. We apply technology and extensive industry knowledge to deliver objective, credible audit services.
Tax
The complexity of taxes in the financial services sector creates constant challenges. We can provide wide-ranging and in-depth technical tax knowledge to help you stay compliant and competitive.
Advisory
We can help you respond to events and build a forward-looking strategy in critical areas such as valuation, M&A, restructuring, operations, IT, and ESG.
Consulting and technology
Wherever you need expertise and insight, we can deliver – from enabling growth strategies and improving operations to risk management, incident response, managed services, and much more.
Learn more about financial services consulting and technology
When the landscape is changing fast, stakeholder confidence is critical. We apply technology and extensive industry knowledge to deliver objective, credible audit services.
The complexity of taxes in the financial services sector creates constant challenges. We can provide wide-ranging and in-depth technical tax knowledge to help you stay compliant and competitive.
We can help you respond to events and build a forward-looking strategy in critical areas such as valuation, M&A, restructuring, operations, IT, and ESG.
Wherever you need expertise and insight, we can deliver – from enabling growth strategies and improving operations to risk management, incident response, managed services, and much more.
Learn more about financial services consulting and technology
Insight
Your customers want crypto – how will you deliver?
The market for digital assets presents imposing challenges – and massive opportunities. Banks and financial services companies who navigate this area successfully can adapt to evolving customer demands and drive new business.
What Crowe leaders are watching
We're keeping a close eye on four areas that can impact organizations strategically and operationally. See our latest thinking and available resources.
Work with us
We understand the challenges and changes at your financial services company. Let’s talk.
Managing Principal, Financial Services