Financial Services

Financial Services

primary contact: James Yard CPA CIA CISA (Pittsburgh)

Financial institutions operate in a heavily regulated environment that is experiencing unprecedented change. Schneider Downs’ financial institutions consulting practice is well-equipped to help institutions navigate the changes.  As one of the largest consulting practices in the region, the depth of our resources enables us to provide financial institutions like yours with the expertise to effectively address risk management and internal audit needs. Our team of dedicated risk mitigation consultants also includes our IT audit specialists, who work with financial institutions of all sizes in addressing their IT security needs and challenges.

All team members of Schneider Downs’ financial institutions practice have significant roles in supporting our financial services clients and many have worked within the industry prior to joining the firm.  This collective experience results in uniquely diverse and deep expertise delivered on each engagement.  Not only do we strive to ensure the objectives of our clients are met, we strive to identify efficiency and best practice opportunities in all engagements.

The following is a listing of services we offer to our clients in a Co-Sourcing or Full Outsourcing arrangement:

 

Contact us to learn how we can help your financial services company.

case studies

 
Let’s discuss preventing ransomware attacks on your company. Email me directly <a href='mailto:twarren@schneiderdowns.com?cc=contactSD@schneiderdowns.com'>here</a>.
big problem:
Let’s discuss preventing ransomware attacks on your company. Email me directly here.
big thinking:
Company impacted by ransomware.
 
Let’s discuss opportunities to reduce your company’s tax burden. Email me directly <a href='mailto:dmorally@schneiderdowns.com?cc=contactSD@schneiderdowns.com'>here</a>.
big problem:
Let’s discuss opportunities to reduce your company’s tax burden. Email me directly here.
big thinking:
Inefficient tax credit realization.
our thoughts on
What Financial Institutions Need to Know About R-SAT
Financial Institutions and COVID-19 – One Year Later
FedLine Solution Security and Resiliency Assurance Program Overview
Climate Change – A Key Risk to Financial Stability
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