Skip to main content

As the situation in Ukraine evolves, businesses should be mindful of potential risks to their people, assets, operations, or supply chains in the region and globally. Marsh, as part of the Marsh McLennan family of companies, has created a page with information, tools, and resources related to the Russia-Ukraine conflict. Please visit the page for the latest information.

Financial Institutions

Financial institutions face ever-evolving global, regulatory, and technology risks. We’re here to help navigate the uncertainty and create solutions to minimize those risks.

Marsh McLennan Agency's industry-leading specialists understand and respond to the complex needs of financial services organizations.

Our Financial Institutions Practice provides public and privately held institutions with risk management and employee benefit strategies to help you stay competitive, manage volatility, and prepare for the future. 

Changing market conditions affect the bottom line and you need an experienced team with the data analytics and sophisticated risk management strategies to meet the challenges ahead. Our responsive service team works as your partner to ensure your continued growth and success.

  • Retail and commercial banks
  • Credit unions
  • Investment banks
  • Asset management companies
  • Private equity firms
  • Savings and loan associations
  • Brokerage firms
  • Insurance companies

Financial Institutions Industry Services

Our many essential services are tailored not just for financial institutions in general, but also for the specific needs of each client.

Financial Analysis

We conduct a detailed comparison of all available funding options to include financial aspects, risks, potential economic benefits, tax savings, cash flow, and other elements of self-funding.

Tax Liability Mitigation

In the tax liability mitigation process, our team helps the client minimize the amount of tax owed by identifying available and relevant fiscal incentives in current tax legislation.

Balance Sheet Diversification

We help guide clients through the diversification process, which includes moving into a new market or product (organically or via acquisition) to generate a new source(s) of revenue and increase cash on the balance sheet.

Private Exchange Plans

Along with our client’s chosen insurance carriers, we set up a user-friendly online resource where employers and employees can shop for and enroll in health insurance plans, as well as access customer support.

Captive Plans

We provide guidance and/or help in transitioning to a captive plan where clients work outside of the traditional commercial insurance marketplace to achieve their own risk financing objectives by wholly owning and controlling their own insurance company.

Retirement & Wealth: 401(a), 401(k), 403(b) and 457 Plans

Our team provides clients with guidance on choosing the right plan for the organization and its employees.

Plan Design, Consulting, and Benchmarking

Our team takes a personalized approach to plan design and consulting by assessing our client’s financial objectives and assessing both organization and industry issues and related risks, while also drawing from our Global Benchmarking Portal to analyze critical information needed in determining the best approach to risk management decisions.

Employee Education and Engagement

We provide clients with safety and risk management educational and engagement opportunities through our 360 Online Risk Management Center—accessible to our client’s entire organization.

Vendor Selection and Management

We walk clients through the vendor selection and management process to ensure partnerships are meeting the key needs of your organization.

Investment Analysis and Recommendations

Through our investment analysis, we make recommendations based on current market trends and client-specific financial goals.

Executive Benefits

Executive benefits include supplemental benefits and perks, such as additional insurance coverage, extended PTO, a deferred compensation plan, financial and legal counseling, and more.

Tailored Coverages for Financial Institutions

  • Bank-owned Life Insurance (BOLI) and Credit Union-owned Life Insurance (CUOLI)
  • Group Medical, Dental, Life, and Disability Plans
  • Supplemental Life Insurance Protection
  • Supplemental Disability Income Benefits
  • Long Term Care Insurance
  • Long and Short Term Incentive Plans

Meet Jennifer, a financial wellness specialist.

Jennifer Sahady

Financial Wellness Consultant
Boston, MA

Meet a financial institutions specialist.