Meet your evolving needs with three integrated business lines in one professional services firm.

Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

Back Office Co-Sourcing Solutions for Banks

Bank Teller Line

Strengthen your bank by reducing risk, minimizing costs, and allowing management to focus on serving members.

CliftonLarsonAllen’s unique solutions offer a full range of support, compliance, and strategic guidance for your finance and IT operations.

What’s on your mind?

  • Minimizing employees’ time spent on back office or overhead duties so they can focus on what’s most important — providing excellent customer service.
  • Having an effective risk management program.
  • Maintaining a reliable IT system that is secure from inside and outside threats and lets you reliably and cost-effectively serve your customers.
  • Ensuring the bank is originating properly underwritten loans, updating risk ratings in a timely manner, and that loan officer sare adhering to the bank’s loan and credit administration policies and procedures.
  • Ensuring the institution remains in compliance with banking laws and regulations.
  • Keeping risk management, regulatory compliance, and technology-related costs as low as possible.
  • Obtaining satisfactory regulatory exam ratings.

A unique approach

It’s difficult to stay on top of ever-changing regulations and examiner expectations while also satisfying customer demands for outstanding service and shareholder goals for growth and profitability. Our back office solutions can be provided on both a co-sourced or complete outsourced basis, allowing your bank to operate these back office functions in a cost-effective and efficient manner. 

We custom design a solution that is scaled to your bank’s needs.You obtain the ultimate in flexibility as you choose the specific services you need. We then tailor our fees to your choices. 

You will benefit from our proven tools, methodologies, and technologies. You will also receive best practice recommendations based on our work with many financial institutions across the country.

Back office co-sourcing services for banks