Financial Institutions
Financial institutions face increasing complexity due to new regulations, consolidation, and vertical integration. They contend with a multifaceted set of risks stemming from a myriad of sources: customers, investors, shareholders, competitors, regulators, and government agencies, to name a few. For almost 70 years we’ve been helping customers identify and mitigate these risks. Gallo|Thomas is here to help reduce risk and prevail through crises, lawsuits, and unexpected events.
Your financial industry advocate
Our advisors have in-depth understanding of the inherent risks in the financial industry. Gallo|Thomas provides insurance and risk management services tailored to all financial industry sectors including but not limited to:
- Asset and wealth management firms
- Banks and credit unions
- Stock brokers
- Accountants and CPAs
- Private equity and portfolio companies
- Trust companies
- Other financial services firms
Tailored solutions to fit your needs
We know that one size does not fit all, and our team of experienced advisors are dedicated to listening to your concerns, assessing your unique risks, and evaluating and implementing solutions that are customized for you. Financial institutions risk solutions include but are not limited to:
- Cyber Liability
- Crime
- Directors and Officers Liability
- Employment Practices Liability
- Fiduciary Liability
- General, Auto and Umbrella Liability
- Health and Benefits Coverages
- Professional Errors and Omissions Liability
- Property
- Workers’ Compensation/Employers’ Liability