Financial Services
Expertise
Major financial services sub-sectors, including banking and credit, insurance, and wealth and asset management
Banking and Credit
Sample client sectors:
- Retail and b2b banks
- Credit unions
- Mortgage lenders and brokers
- Alternative lenders
- Consumer financing
Insurance
Sample client sectors:
- Individual life and health
- Property and casualty
- Employee benefits
- Brokers
- MGAs
Wealth and Asset Management
Sample client sectors:
- Retail asset managers
- Alternative asset managers
- Bank- and insurance-owned investment dealers
- Independent wealth advisory firms (RIAs)
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