Financial Institutions

For your insurance solutions, your financial institution can bank on us.

Your clients count on you to do right by their money—count on us to provide comprehensive insurance solutions for everyone’s peace of mind.

BKS Partners’ team of financial industry experts provides tailormade risk transfer and insurance architecture to best suit the needs of your organization.

Financial institutions and dealer marketplace topography is ever-evolving—our team understands how to navigate insurance solutions, wherever the winds of change may blow. Our financial industry experts offer solutions conducive to the specific needs of your company. Rest easy knowing that we work with you to perform due diligence on your acquisition target’s insurance programs and assist in post-closing insurance placement and restructuring.

BKS financial institution experts work with:

  • Banks
  • Credit Unions
  • Government-Sponsored Agencies
  • Insurance Companies
  • Investment Advisors/Asset Managers
  • Investment Banks
  • Private Equity Firms
  • Securities Brokers/Dealers
  • Venture Capital Firms
  • Other Diversified Companies

BKS provides financial institution risk management and insurance expertise in:

  • Business Continuity
  • Competitive Employee Benefit Plans
  • Compliance
  • Corporate Governance
  • Employee Communications & Advocacy
  • Mergers & Acquisitions
  • Operational Risk
  • Wellness

Ensure your protection is as distinctive as you are.

Get in contact with an advisor today to see how BKS can support you.