Financial Institutions

With increased regulatory enforcement, cyber threats and board of director litigation, the banking industry faces significant exposures. Managing risk is a key factor in meeting compliance requirements, as well as safeguarding you and your customers’ assets. CBIZ risk consultants leverage their financial institution knowledge to provide comprehensive insurance and risk solutions designed to safeguard your institution.

When you partner with us, you benefit from a unique combination of knowledge – ex-bankers with nearly 70 years of banking experience, insuring all sizes of financial institutions. We closely follow financial institution trends and issues to proactively identify and assess your risks. With our client engagement plan, you get outstanding consultative service and advice.


  • Community Banks
  • Financial Institutions
  • Credit Unions


  • Custom-designed insurance programs
  • Coverage and exposure analysis
  • Loss control and safety
  • Workers' compensation claims
  • Cyber risk mitigation and management
  • Professional Liability, including directors and officers, banker's professional, lender liability, fiduciary and employment practices

The CBIZ Banking & Financial Services Practice assists banks, credit unions and other financial institutions with a unique range of consulting, compliance, due diligence and business services.

Access trends and regulatory developments that affect the banking & financial services sector through our quarterly newsletter.

Consult With Us Today

Kris St. Martin

Vice President - Bank Program Director

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