Banks

Experience

Our bank practice serves a wide-range of financial institutions — from small mutual savings banks to large publicly held, multi-state regional and national commercial banks. At Wolf & Company, we have 100+ years of experience serving financial institutions, so you can rest-assured that you are working with top-tier advisors who know your industry. We develop effective service strategies based on our research of new accounting pronouncements, industry trends, regulatory requirements, and taxation issues—giving you guidance to anticipate challenges, excel in a competitive environment, and exceed stakeholder expectations.

Our team of seasoned auditors and consultants have experience in all stages of banking growth, including de novo, initial public offerings, and mergers and acquisitions. We work with you to optimize your bank’s risk management procedures, increase profitability, and encourage value creation to give your bank the competitive edge it needs to succeed.

 

Clients We Serve

John J. Doherty

Principal

[email protected]

(617) 261-8172

Events

Western Bankers: Lenders & Chief Credit Officers Conference

Wolf will be speaking the Western Bankers: Lenders & Chief Credit Officers Conference.

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Insights

How to Choose the Right Digital Wallet for Cryptocurrency

When it comes to storing virtual currencies like Bitcoin in a digital wallet, users should...

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Events

Money 20/20

Wolf will be attending Money 20/20.

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Events

On-Demand Webinar: PCI DSS v4 – What You Need to Know

This On-Demand webinar provides and overview of the major changes to the control requirements, testing...

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Insights

Monitoring Fintech Companies for Proper Third-Party Risk Management

As the use of third-party fintechs increases, financial institutions must perform third-party risk assessments early...

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Insights

Credit Risk Management: Being Prepared for Ever-Evolving Risk Trends

The pandemic has shifted the credit risk environment for financial institutions. Here’s how you can...

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Case Studies

Leveling Up One Florida Bank’s IT Audit Maturity

When One Florida Bank experienced rapid growth, they knew it was time to mature their...

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Case Studies

Better Banking with Exceptional BCP

Challenge Southside Bank in Tyler, Texas was struggling with their business continuity plan (BCP). They...

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Case Studies

Crypto & Financial Audits: Expertise When You Need It

Overview The cryptocurrency and blockchain industry is rapidly evolving, and regulations are hard-pressed to keep...

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