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Financial Services

Protect Your Assets From Unique Risk

As a Financial Services firm, you have unique obligations related to customer funds and their high concentrations of sensitive data and Personally Identifiable Information (PII). Whether your firm is focused on traditional banking, insurance, asset management, or real estate, gaps in insurance coverage put your customers and your company at risk.

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Our relationship with Holmes Murphy is extremely valuable, because I view them as an extension of our company. When working in a small organization, we must rely on trusted advisors, and Holmes Murphy is one of our most trusted advisors. I feel like we’re being cared for, receive exceptional advice, and are responded to quickly.”

Sunny Roeder, Director of Finance, Foster Group
Sunny Roeder, Foster Group in black and white

Our commitment to technology and innovation here at Holmes Murphy puts us in a great position to support Financial Services companies as they evolve.”

Monica Minkel, Vice President & Executive Risk Enterprise Leader, Holmes Murphy
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Risk Management is the Best Investment

  • Dedicated Team
    Our dedicated team works with Financial Services firms of all shapes and sizes to tailor your insurance program to provide essential protection for the exposures that matter most.
  • Consistent Commitment
    While some insurance brokers simply renew the same program year after year, we take the time to understand you. As your business grows and changes, so should your insurance.
  • Experienced Professionals
    The experience of our team allows us to place comprehensive and customized coverage that fits the needs of your company.
  • Customized Approach
    We take a customized approach to navigate market conditions, ensure high-quality insurance programs, and provide effective insurance placement and personalized service.
Take a Deep Dive Into Our Financial Service Solutions

With the support of our experienced Claims Management team, Holmes Murphy reduces your risk. We analyze your risk management procedures to ensure your exposure is minimized.

We use a variety of products and resources to help transfer your risk by taking a customized approach to navigate market conditions, ensure high-quality insurance programs, and provide effective insurance placement and personalized service.

We develop and deliver a customized Impact Plan that identifies your opportunities for greatest impact and a meaningful ROI. The Impact Plan highlights the framework for building a case for positive change in support of your program’s overall strategy.

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Financial Services FAQs

What types of insurance do I need to protect against risks in the Financial Services industry?

We recommend Directors and Officers (D&O), Cyber Liability, Professional Liability, and Fidelity or Crime coverage, just to name a few.  Professional Liability can often be the most complex and important to customize to your operations.

How can I manage insurance costs without spending more?

We help you manage costs by reviewing program structure, limits, retention, and coverage features. We offer opportunities to implement risk management practices across your organization. Our approach helps ensure that resilient loss control measures are in place to reduce risk, and we regularly review your insurance policies to keep you up to date with industry standards.

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Why Holmes Murphy?

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