Credit Unions

Credit unions have always been about people first. But keeping that commitment today takes more than just great service. The realities of evolving regulatory requirements and growing cybersecurity threats now require a larger share of focus. And at the same time, AI-driven technology and shifting member expectations are redrawing the lines of what service means in the market. It’s crucial that leaders stay apprised of major risks, how these risks are being handled, and how they affect membership and the bottom line.

At PBMares, we know from experience what it takes to run a highly regulated, specialized financial institution. That’s why when you work with us, you won’t receive an out-of-the-box solution. You’ll gain a partner who thinks with you and focuses on understanding your credit union down to the details.

By combining traditional services like audit, accounting, and business advisory, with up-to-the-minute insights into information technology and cybersecurity, we provide the resources you need to protect and grow your organization. Our experienced team delivers dependable validation support through rigorous testing and controls assessments to ensure that you have achieved the controlled environment mandated by oversight authorities. You’ll also receive knowledgeable advice to help you get from your current security position to your target goal, with specific plans to help you strengthen weak areas and your overall strategic position.