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Financial Institutions

Ensuring stability and growth, together.

Financial institutions face ever-evolving global, regulatory, and technological risks. We’re here to help you navigate the uncertainty and create solutions to minimize those risks. Our specialized teams work with you to tailor financial institution insurance, employee benefits, and retirement services. We have the numbers to serve a variety of financial institutions, such as:

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

Financial institutions solutions

Our solutions are the currency for empowering your business. Go beyond financial institution insurance by safeguarding your balance sheets and organization with a partner that invests in trust and stability for your future.

Cyber risk consulting

Safeguard your organization with data-driven cyber insurance solutions. Enjoy personalized service to assess, mitigate, and insure cyber risks.

Executive and professional liability

Our professional liability team will help your company minimize the possibility of significant financial loss, ensuring that your organization’s assets are managed and protected from risk.

Legal compliance and workforce

Stay compliant with federal, state, and local laws, by using our seasoned attorneys for guidance. Mix and match HR service offerings to home in on the skills of your future workforce.

Employee benefits and wealth management

Minimize turnover while shaping your company’s future. Invest in your employees with voluntary as well as virtual and mobile benefits. Support their retirement and wealth planning needs.

Trade credit insurance

Protect your accounts receivable, enabling you to trade or expand without the risk of bad debt. Safeguard your bottom line with the backing of trade credit insurance.

Analytics and benchmarking

We provide you with cost-saving risk strategies through financial analysis and decision modeling, helping you reach the best decisions with data and analyses to back them up.

Meet Jennifer, a financial wellness specialist.

Jennifer Sahady

Financial Wellness Consultant
Boston, MA

Learn More

Meet a financial institutions specialist.

Featured Insights

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Business Insurance Trends

04/18/2025
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Financial Trends

08/01/2024
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2025 Employee Health & Benefits Trends

02/13/2025