Financial Institution
Identifying opportunities.
With increasing competition, regulatory changes, and constant cybersecurity concerns, financial institutions rely on Blue & Co. to guide them through the complexities of business.
We have a specialized team of professionals that proactively monitors regulatory changes affecting the financial services industry and helps our clients navigate these complex guidelines. Our professionals are experienced in addressing challenges and recognizing opportunities to help industry leaders adapt to the changing landscape and stay ahead of their competition.
Services Overview
- External audit of financial statements
- Outsourced compliance reviews
- Outsourced internal audit
- Enterprise risk management
- Strategic planning
- Field exams for asset-based lending
- Loan review
- Pre-loan field surveys
- Tax return preparation
- Cost segregation studies
- Policy development and review
- Customized board and staff training
- IT risk assessment and reviews
- Bank secrecy act/anti-money laundering reviews
- Automated clearing house reviews
- Quality control reviews
- Merger and acquisition services
- Mutual-stock conversion
- Business valuations
- Model validation
Related Articles View All Thought Leadership
May 05, 2020
Cash flow management is a critical exercise during uncertain times like these and one that is top of mind for every business owner. It involves managing every aspect of the business that can have an effect on cash inflows or outflows, including focusing on accelerating inflows, prioritizing spending, and overall allocation of valuable resources. Where […]
March 13, 2020
As the uncertainty of the impacts of COVID-19 (coronavirus) continues, many organizations are considering Work From Home (WFH) or remote work contingency plans or reevaluating WFH plans already in existence. While few companies have yet to implement this contingency as a mandatory requirement for employees, the potential for the enactment of these plans has never […]
March 14, 2019
Management of community financial institutions continue to place even more reliance on models to help guide the decision-making process across all operational activities. With this increased reliance on models, there is a directionally consistent increase in the risk associated with the use of models. Managing risks is the fundamental basis of financial institutions, and in […]
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