Financial Institutions

COMPLIANCE FIRST…

Financial Services firms have very unique risks and most of them center around sensitive data and personally identifiable information (PII).  We understand that your customers are your most important asset and privacy is paramount.

Whether you are in the banking industry, insurance, asset management or possibly real estate, the potential holes in your program can put your clients and your company at risk.

Winter-Dent helps coordinate the risk management programs to create customized solutions around a multitude of issues in this industry such as:

  • Employment Practices Liability
  • Cyber & Digital Risk Management
  • Regulatory compliance
  • Directors & Officers Liability
  • Banking, Private Equity, Asset Managers

We understand that this universe is in a constant state of change and it is our job to help guide you through the minefield of risk

WHERE WE CAN HELP

BUSINESS CONTINUITY WEALTH MANAGEMENT
CAPTIVES
CLAIM MITIGATION LOSS PREVENTIONS
COMPLIANCE TECHNOLOGY
DIGITAL RISK CONSULTING
EMPLOYEE BENEFITS
ENVIRONMENTAL
ESOP
EXECUTIVE RISK
GLOBAL RISK MANAGEMENT
SURETY
WORKERS COMPENSATION

LET’S START A CONVERSATION

Whatever your industry needs, we want to understand them and put together a plan to help protect you in both the short- and long-term. Once we begin a relationship, it doesn’t stop there: It’s just our nature — human nature, if you will — to be a key partner in your growth and success for many years to come.