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Financial Services

Future-ready strategies tailored for finance.

Empower your financial enterprise

In a changing landscape marked by regulatory reform, disruptive technology, and new service delivery channels, financial institutions need sound, profitable, and forward-thinking strategies for success.

At BDO, we’ve carved a niche in providing support for banks, credit unions, pensions and benefits plans, insurance, and asset management companies. Our dedicated governance, risk, and compliance team can help you meet regulatory requirements and optimize internal controls, anti-money laundering, business process reviews, and more.

We can even help you drive digital transformation, mitigate cybersecurity risks, and give you the peace of mind that comes with third-party attestation services—SOC 1 or SOC 2 reports—so you can focus on lean operations.

Guidance and advice for the financial services industry

Each business valuation is based on a unique set of factors—financing, business models, acquisitions, re-organizations, succession plans—and requires a thorough understanding of the industries involved. BDO's Chartered Business Valuators (CBVs) bring extensive experience working with owner-managed businesses to large public companies, always taking the time to understand your business and offering tailored services for individual client needs—from financial and tax reporting to transaction and litigation support to complex financial instruments.

How much financial risk is your business willing to take on to pursue objectives? This question is becoming increasingly difficult to answer as the risk landscape is continuously being rewritten. Our team uses a mix of both new and existing models and methodologies to identify, assess, and manage your tolerance for financial risk—providing you with meaningful benchmarks to evaluate new opportunities.

Businesses across all industries are embracing digital transformation and cloud adoption to modernize, optimize, and mature their underlying technology capabilities. By adopting cloud technologies, your business can unlock digital innovation that can increase revenue, reduce costs, and mitigate risks. We work closely with your team to guide you through BDO's Cloud Adoption Framework to provide a comprehensive strategy and roadmap towards a successful cloud transition.

BDO's Wealth Advisory professionals build an extensive understanding of individual client situations. This approach enables our team to develop a thorough and comprehensive financial plan that aligns to our clients' unique investment, retirement, and estate planning goals.

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