Financial Services

Stay ahead of the complexities facing financial institutions today.

At Forvis Mazars, we’re dedicated to helping your institution confidently navigate a highly regulated and ever-changing environment. By working seamlessly alongside you, we deliver tailored services that can help you reduce risk, streamline operations, and identify opportunities.

We have extensive experience with regulators and in serving the largest U.S. financial services institutions. Our multidisciplinary team of banking, insurance, and asset management professionals combine in-depth sector knowledge with an Unmatched Client Experience^® that’s built on trust and collaboration.

From managing regulatory compliance and sector consolidation to adopting digital innovation and market growth strategies, we can help you prepare for what’s next.

What We Offer

Here are just a few ways we help financial institutions succeed:

• Regulatory Compliance: Stay aligned with federal, state, and local regulations without slowing down your operations.
• Digital Innovation: Adopt advanced technologies to enhance customer experience and operational efficiency.
• Risk Mitigation: Identify and address potential threats to your internal controls and data security.
• Market Growth: Build a strategic foundation to expand your institution while staying competitive.

Built for Your Industry

• Community & Regional Banks & Credit Unions: Customized strategies for growth and compliance
• Top U.S. Banks: Experienced in large-scale operations and regulatory demands
• Funds & Asset Managers: Specialized knowledge for niche financial sectors
• Insurance: Tailored solutions across all lines of insurance