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Ranking as one of the sector’s top five largest brokers in the country, our Financial Institutions team sets the stage for a higher standard of service excellence.
 
By delivering multinational brokerage services through a boutique service delivery model, we have become a destination of choice to manage the insurance and risk management needs of the largest organizations in the financial institution industry. Our integrated model provides a comprehensive suite of services including; 
  • Insurance due diligence 
  • Program structure analysis and advice 
  • Risk modeling and analytics 
  • Coverage critiques and audits 
  • Program placement and stewardship 
  • Claim advocacy and recovery 
 Alliant provides clients with a single, dedicated group that is focused solely on the needs and issues impacting the financial sector. This vertically integrated structure eliminates internal and geographic boundaries, allowing us to place our greatest resources and talent for each client regardless of their location. This ensures that each Financial Institutions client receives the best service team for its specific risk profile. 
 
Our dedicated professionals work closely with over 1,500 clients to design customized packages of insurance products and services, meeting the complex needs of;
 
  • Mutual Funds
  • Investment Managers
  • Investment Banks
  • Private Equity Firms
  • Specialty Finance
  • Hedge Funds
  • Commercial Banks
  • Broker/Dealers
  • Venture Capital Firms
  • Fintech

For more information, contact:

Contact Information
​Sandy Crystal 
Executive Vice President
Email​

Ron Borys
Senior Vice President
Email​


Podcasts:
Trends and risk issues driving the financial services insurance market​

Alliant Welcomes David Finz

Alliant Welcomes Steve Shappell


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