Financial Institutions

Protecting assets in financial institutions.

Safeguarding the financial institutions industry with expert risk management.

A resourceful partnership.

Financial institutions face complex challenges, including evolving regulatory demands, economic volatility, and emerging cyber threats. Organizations today require a comprehensive risk management approach tailored to their specific exposures, risk tolerance, and operational goals. IMA delivers customized solutions that encompass risk assessment, benchmarking, and strategic planning to help safeguard your assets and operations.

Our experienced team employs advanced tools and analytics to provide data-driven solutions, optimizing risk treatment strategies and ensure your organization remains agile in the face of dynamic market changes. IMA helps financial institutions prepare for unexpected events such as economic downturns, cyberattacks, and shifting regulatory landscapes across all industry segments, including but not limited to:

  • Asset Managers
  • Banks
  • Broker/Dealers
  • Credit Unions
  • Digital Asset Firms
  • Family Offices
  • FinTech
  • Hedge Funds
  • Insurance Companies
  • Investment Banks
  • MGAs/MGUs
  • Real Estate Investors / REITs
  • Specialty Lenders

Leveraging a global network and strategic alliances, IMA provides personalized risk solutions with the resources of a global firm while maintaining the personal touch of a local broker. Our independence allows us to prioritize each client’s distinct needs, ensuring we always act in your best interests.

Support and Services
IMA helps clients in the manufacturing industry see around corners, enabling them to take advantage of risk rather than simply purchasing insurance.
Certificate Compliance
Claim Advocacy & Management
Complex Risk & Finance
Contract Review
Cyber
Employee Benefits
Environmental Risk
Executive Risk Solutions
General Liability
Global
Mergers & Acquisitions
Property
Retirement
Risk Control
Risk Innovation Solutions Collaboration
Surety
Workers’ Compensation
Employee Benefits Solutions

Risk management is just one piece of the puzzle.

People are the heart of every successful business, and employee benefits are key to a thriving workforce.

Our Benefits team is your partner in achieving people success. We handle the complexities of benefits, allowing you to focus on building a workplace your people love. From benefits design to implementation and management, we’ve got you covered.

Attract and retain top talent with a benefits package that moves your team forward.