Financial Services

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Industry experience that drives success

Today’s complex financial services landscape requires the ability to adapt to shifting market conditions and new opportunities. 

Financial services underpin every industry. As digitalization increases and clients raise their expectations, financial services organizations can meet the moment. Whether in asset management, banking, fintech or insurance, a cohesive digital strategy is the key to enabling innovation and supporting client success. Executing that strategy in a highly regulated industry raises unique challenges but doing it well can deliver a competitive advantage.  

BDO’s dedicated Financial Services teams understand the issues facing each industry. Our professionals bring years of practical experience to help clients transform their businesses efficiently and effectively as they look to scale. 

With a comprehensive portfolio of accounting, assurance, tax, advisory and digital transformation services, we assist financial services organizations in tailoring their business to promote growth and provide a best-in-class customer experience. From financial services accounting to regulatory compliance and from risk management to dealmaking and data analytics, we enable strategic innovations that move financial services forward. 

Industries We Work With

Who We Serve

We work with companies across a variety of segments and sizes, including Asset Management, Financial Institutions & Specialty Finance, Fintech and Insurance.

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Asset Management

Our Asset Management practice assists a variety of different segments, including hedge funds, private equity firms, venture capital firms, regulated funds, SBIC funds and business development companies. Our services include fund audit and tax compliance as well as strategic advisory services and digital transformation. 

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Financial Institutions & Specialty Finance

Our Financial Institutions & Specialty Finance group provides bespoke services to banks, financial institutions and non-bank lenders for a variety of needs, including improving a company’s cybersecurity posture, preparing for a transaction and complying with shifting regulations. 

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Fintech

Our Fintech industry professionals can offer guidance to a range of fintech companies, from venture-backed startups to established organizations looking to IPO. Our advisory services include helping companies navigate all stages of the dealmaking lifecycle, contend with market volatility and strengthen digital strategy.  

Insurance

Our Insurance practice works across four segments: health insurance, life insurance, property and casualty insurance and reinsurance. Our experienced professionals have deep knowledge of each sector and can offer tailored guidance as it relates to market conditions impacting liabilities, pricing and investment portfolios.  

Financial Services Insights

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Together, we thrive.

Everything we do is rooted in our core purpose to help people thrive every day. It’s not only the right business thing to do; it’s the right human thing to do. This starts by putting our people at the center of our work and extends to how we treat and value our people, our clients and our communities. With a dedication to quality and a purpose-driven culture, BDO offers a powerful choice both for clients and those seeking rewarding professional careers.

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