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.

Get in Touch

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.

2k+

Financial services organizations served by CL

60+

Years of industry experience

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.

Close

Convenience, productivity, and competitive advantage

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

KlariVis

Empower strategic decision-making by bringing your data to life with one of the industry’s leading banking analytics platforms.
Learn More

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.
Learn More
KlariVis
Microsoft
Arrow Arrow

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.

Watch Now

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.

Learn More

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.

Learn More

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.

Learn More

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.

Learn More

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.

Learn More

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.

Learn More

Data security and compliance

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

Learn More

Incident response

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

Learn More

Penetration testing

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

Learn More

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.

Learn More

Featured insights

On-Demand Webinar

On-Demand Webinar
Artificial Intelligence — Crawl-Walk-Run: Run — Strategy, Solutions, Ethics
Watch Now

Article

Investing in Digital Services to Unlock Opportunity for You
Read Now

News release

CLA Expands AI Capabilities with Strategic Acquisition of UK-Based Technology Firm
Read Now
View More