Strengthen and Protect Banking, Insurance, and Asset Management

At the heart of our FSO practice is a singular focus – working with financial institutions to elevate their risk, control, and assurance capabilities to meet the demands of a rapidly evolving marketplace. We specialize in supporting our clients across three core sectors – banking, insurance, and asset management where expectations are increasing, technology risk is accelerating, and stakeholders are demanding greater transparency and assurance. Whether you are preparing for a regulatory exam, transforming your internal audit function, implementing new technologies, or enhancing ERM across your lines of business, we provide practical, industry-aligned solutions that deliver impact.

Helping Banks Navigate Risk, Regulation, and Transformation

We serve the full spectrum of banking institutions, from regional and community banks, credit unions, super-regional banks to global systemically important banks(GSIBs). Our professionals have deep experience helping financial institutions modernize their internal audit functions, manage complex technology and cyber risks, and prepare for increasingly rigorous regulatory scrutiny.

Modern Risk and Advisory Support for Insurance Carriers

We understand the evolving risk landscape facing insurance companies, whether life, property and casualty, or reinsurance. From Model Audit Rule (MAR) compliance to actuarial governance, our specialists bring deep industry insight and leading best practices to modernize internal audit, manage cyber threats, and embed ERM in the business.

Risk Advisory for Investment Managers and Funds

Increased regulatory oversight, reporting pressures, and operational risk complexity continue to reshape the asset management landscape. We help investment advisors, mutual funds, and alternative asset managers enhance performance, meet SEC obligations, and implement technology-enabled risk and control solutions.