Financial Services

We’re inspired to simplify the complex so you can focus on your customers.

Financial Services

Learn how to navigate opportunities and obstacles in the financial services industry with trusted guidance.

Our team understands that today’s decisions impact your future. We help you navigate consolidation, digital transformation, and operational efficiency for peak performance. Having a trusted advisor by your side can help you simplify the complex and focus your attention where it belongs: on your customers.

Our Segments Within Financial Services

Banks

Adapt with confidence when the market shifts and expectations change, so you can operate successfully and provide exceptional service to your customers.

Credit Unions

Show your members and community you’re ahead of the curve with advisors who know your industry, challenges, and potential.

Regulatory Consulting

Simplify complex, ever-changing regulatory concerns and take a proactive approach to your compliance efforts.

Resources

  • Annual Banking SeminarAnnual Banking Seminar
    Providing knowledge, ideas, and solutions for your bank.
  • HM BradleyCase Study: HM Bradley
    Fintech startup chooses Eide Bailly to drive efficiency and streamline processes.
  • Core Processing AnalysisResource
    Core Processing analysis
Defining your goals?
Here are some common objectives of our financial services clients.

Our team is a proven leader in the financial services industry.

We’ve been a trusted advisor in the financial services industry for over 75 years. Let us help simplify the complex so you can focus on your members.

  • 75+
    years in the financial services industry
  • 1.1k+
    financial services clients
  • 200+
    financial industry professionals
  • De novo clients to
    $10b+
    asset institutions
Latest Thinking
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Wherever you are in your financial services journey—Eide Bailly can help.

Compliance, regulations, and ever-changing guidance are tough to keep up with. We’re here to make sure you can navigate what’s ahead.

Financial Services Leadership

Gary Smith

Gary W. SmithCPA

Partner/Financial Services Industry Leader

Gary joined Eide Bailly in 2012, bringing decades of public accounting experience with him. He's the Partner over Financial Services at Eide Bailly and works primarily with clients in the financial industry, providing audit, accounting and consulting services. Gary has extensive experience in project management and has led audit engagements for financial clients ranging in size up to $4 billion in assets. He's also a thought leader, writing articles and comment letters, as well as presenting at various training programs and seminars.
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