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
Managing Cash Flow Through Uncertainty

Managing Cash Flow Through Uncertainty

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 […]

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Model Risk in Financial Institutions

Model Risk in Financial Institutions

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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Connect with our team.

To learn more about our services and areas of expertise, send us a message.