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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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.


Financial services organizations served by CL


Years of industry experience


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.

Convenience, productivity, and competitive advantage

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


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


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.