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Financial Services


Elevate Your Financial Services Business with Expert Financial Services Consulting

With the Acceleration of Digital Technology in the Financial Services Industry, Companies Must Be Agile and Adaptive While Maintaining Robust Risk Management and Regulatory Compliance Best Practices.

Many companies in the financial services industry are facing intense competition, increased government regulation, digital technology innovations, changing customer expectations, and unprecedented economic challenges. As the operating environment becomes increasingly complex, your financial services company must focus more than ever on the key drivers of growth, security, sustainability, and profitability.

Cherry Bekaert’s dedicated financial services industry professionals serve as a valuable resource, assisting you in navigating the complexities of the regulatory and operating environments. Our experience advising clients regarding accounting, risk, cybersecurity, and information technology (IT) challenges, as well as complex transactions will enable you to reach your growth potential.

Cherry Bekaert’s Financial Services Practice offers an experienced team of professionals that work with clients in a variety of financial sectors:

  • Asset Management
  • Broker/Dealers
  • Credit Unions
  • Diversified Finance Companies
  • Fintech Companies
  • Insurance Companies
  • Mortgage Companies
  • Regional & Community Banks

Our industry-experienced professionals provide value-added financial services solutions centered on business consulting, risk management, accounting advisory, IT and cybersecurity capabilities needed to mitigate business risk, support your business strategy, and continuously improve your operational performance.

Effective Financial Risk Management relies on modern finance and accounting capabilities coupled with data that is digitally accessible, interactive, and easy to understand to enable leadership to quickly make vital decisions and move toward their business goals.

How Can We Help You Enable Technology?

Contact Our Financial Services Team

Some of the key financial services consulting areas you can receive guidance vital to your success includes:

How Can You Protect Customers and Employees During Economic Disruptions?

Let us help you establish or enhance your financial institution’s risk management program today!

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Brian Murrow

Brian Murrow

Risk & Accounting Advisory Leader

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Neal W. Beggan

Risk & Accounting Advisory Services
Information Technology Audit Leader

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