Advisory Services
Our Financial Institution Advisory Group understands the internal workings of the banking industry. We devote a significant amount of our time to providing consulting and advisory services to financial institutions. In addition, we stay in the forefront of changing accounting and regulatory issues affecting your institution.
The following is list of advisory services that we provide to financial institutions. We have separated the "Core Services", which are the services that we believe are essential to your institutions ongoing success.
Core Services
- Internal audit outsourcing
- Information systems reviews
- Independent loan and credit quality reviews
- Asset/Liability Management (ALM) Reviews
- BSA annual reviews
- ACH Reviews
- Deposit and loan compliance reviews
Other Services
- Seminars and Board training
- Strategic planning
- Policy and procedures assistance
- Branch applications
- DeNovo Bank services
- Valuation services
- Holding company applications
- Regulatory assistance
- Merger & acquisition assistance
- Internal control review and assessment

