Financial services

Adapt to industry shifts and prepare for the challenges of the future with a team that understands the ins and outs of the financial services industry.

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Financial Services using technology

Discover CLA digital services for financial institutions

Drawing on deep industry knowledge, CLA offers digital, automation, and cybersecurity strategies along with AI-powered solutions that propel digital transformation and help financial institutions drive efficiencies, maintain compliance, secure data, and achieve customer satisfaction.

Deep industry experience

Whether you’re a financial institution looking to navigate industry changes and requirements, or an investor looking to realize higher potential and enhance your portfolio, count on our vast industry experience to guide you along the way.

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5.5k+

Financial services organizations served by CLA

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60+

Years of industry experience

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280+

Financial services industry professionals at CLA

Bring your data to life

Visibility across your organization is critical to take advantage of evolving opportunities. Explore the list below to understand how we can help you visualize your data in one place — and protect it.

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Convenience, productivity, and competitive advantage

Discover products designed to help you remain competitive, improve efficiency, and deliver insights to drive an enhanced customer experience.

Microsoft

Get more out of your Microsoft investments. CLA applies deep experience implementing and supporting Microsoft technology — providing customized approaches to meet your specific requirements.
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Take the first step in your data journey

Is data working for your bank or credit union? Learn to harness its true potential — and significantly reduce manual processes.

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Experience our client-focused approach

From the very start of our relationship, we analyze potential scenarios so you can develop a comprehensive plan for your future.

Automation and integration

Analytics

Cybersecurity

Systems integration

Let us help you save time, reduce manual data entry, and improve data accuracy and consistency across systems.

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Workflow and process automation

Let us help you develop a strategy for seamless collaboration across teams and external partners, secure and accessible from wherever they are.

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Business intelligence and reporting

From creation to insights, CLA can help. Using data analytics and interactive visuals, business intelligence can help you turn disparate data into actionable insight.

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Data infrastructure

Empower your data-driven future by building bridges, not silos. We are committed to breaking down data silos, weaving a fabric of connectivity that fosters a trusted data ecosystem.

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Digital readiness assessment

Are you still using technology the same way you did 10+ years ago? Discover how a fresh digital approach can advance your purpose.

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Lineage and master data management

Trustworthy data is a must for modern business. CLA can help you keep important data consistent and accurate across systems and teams.

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Data security and compliance

Keeping your data secure — from confidentiality to integrity to availability — is essential to protect your organization.

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Incident response

When you suspect your network, online system, or website has been breached, you need immediate, decisive response.

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Penetration testing

Learn how hackers break in, so you can stop them before they get through.

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Payment Card Industry (PCI)

As a QSA, we can help you identify gaps in your compliance, develop remediation plans, and complete annual audit, penetration, and vulnerability assessment requirements.

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Featured insights

Article

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Top Strategies to Mitigate Current Cyber Threats
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Article

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Banking as a Verb: A Secure Path Forward for Community Financial Institutions
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Case study

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Mid America Bank Gets Strategic Operations, Digital Plans to Guide Growth
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Take their word for it

CLA conducted a comprehensive assessment of our operations, processes, and digital needs and provided tested, industry-specific recommendations. We’re now far better equipped to undergo our digital customer service and business growth plans.

Steve Linton, President and CEO

Mid America Bank

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CLA conducted a comprehensive assessment of our operations, processes, and digital needs and provided tested, industry-specific recommendations. We’re now far better equipped to undergo our digital customer service and business growth plans.

Steve Linton, President and CEO

Mid America Bank

Read Customer Story
Businesswoman_at_the_office
Success Stories