Tailored Solutions for Financial Institutions GALLAGHER FINANCIAL INSTITUTIONS PRACTICE

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1 GALLAGHER FINANCIAL INSTITUTIONS PRACTICE Tailored Solutions for Financial Institutions Insurance Brokerage Benefits & Retirement Consulting Claims Administration & Advocacy Institutional Investment & Fiduciary Services Alternative Risk Program & Administration Risk Management

2 Tailored Solutions for a Complex Industry Financial institutions contend with a multifaceted and dynamic set of risks stemming from myriad sources: customers, investors, shareholders, competitors, regulators and government agencies, just to name a few. Challenging times require partners willing and able to step forward to help you anticipate and mitigate the risks inherent in your business and you ll find that partner at Gallagher. We ll help you identify and assess the risks that affect your business and address them through a comprehensive risk management plan. Our goal is to ensure the absolute protection of your business assets while helping you remain competitive in today s ever-changing risk environment. Gallagher s Financial Institutions Practice has a team of specialists that understands the factors and trends applying pressure on the financial industry: increased regulatory oversight, reputational risk, cyber security, business continuity and disaster preparedness, healthcare reform, credit risk, vendor management and more. With industry experts in our offices across the globe, we are able to provide you with a network of dedicated resources, ensuring you have the most comprehensive coverage at a competitive price. But that s just the beginning. We go far beyond just the placement of insurance, employing a consultative approach dedicated to continuous communication. Your business is our business: public or private, large or small, we have our finger on the pulse of the financial institutions industry and bring our collective experience to you, committed to a partnership backed by the best customer service in the industry.

3 Expect More from Your Broker We Speak Your Language The diversity inherent in the various segments of the financial institutions industry requires a broad range of expertise from your broker. Gallagher s Financial Institutions Practice dives deep into industry verticals, continually exploring nuances and analyzing trends specific to your business. Whether you are a regional bank, an insurance company, a hedge fund or a broker-dealer, we have brokers who know and are dedicated to your business. This highly concentrated knowledge coupled with the breadth of Gallagher s resources lends itself to best-in-class tailored solutions and services to help manage your unique risk exposures. We speak financial institutions.

4 Your Industry Advocate Our clients represent a varied group of financial institutions companies of all shapes, sizes and risk appetite. We have expertise in every region of the country and while we are truly a global firm, we pride ourselves in doing business in the communities where we live and work. We believe this allows us to establish deep, personalized and relevant partnerships with our clients right in their own backyards, embracing the different perspectives and challenges inherent in each city, state and country where they operate. Gallagher provides insurance and risk management services tailored to all industry sectors, including, but not limited to: Asset and wealth management firms Banks Broker-dealers Credit unions FinTech companies Hedge funds Insurance companies/mgas/mgus Investment advisors Investment banks M&A firms Mortgage banks and brokers Private equity and portfolio companies Trust companies Other financial services firms

5 Expertise Across All Lines of Coverage Our knowledgeable and experienced team of professionals is dedicated to providing uncompromising products and services in all aspects of the financial institutions industry. Solutions We Offer Collateral protection programs Cyber liability Directors & officers liability Employment practices liability Environmental liability Fiduciary liability Financial institution and other fidelity bonds Foreclosed/force-placed coverages Foreign insurance programs General, auto & umbrella liability Health and benefits coverages Mortgage impairment liability Professional errors & omissions liability Property Transactional risk products Workers compensation/employer s liability Services We Provide Annual stewardship reviews Board presentations Claims consultation and advocacy Contract review and analysis Detailed acquisition due diligence Illustrated benchmarking reports In-depth exposure and coverage reviews/comparisons Industry-specific risk management guidance Comprehensive, customized marketing Targeted communications regarding industry hot topics

6 Why Gallagher? Small World, Big Network Arthur J. Gallagher & Co. is one of the largest insurance brokers in the world with divisions specializing in retail insurance brokerage operations, benefits and HR consulting, wholesale distribution and third-party administration, captive solutions and claims processing. Gallagher has more than 710 offices in 33 countries and provides client-service capabilities in more than 150 countries around the world. Wherever you are and whatever your risk management needs we re nearby.

7 We Want to Be Your Partner Experience the Difference for Yourself Gallagher s Financial Institutions Practice is committed to providing our clients with market-leading, cost-conscious solutions supported by exceptional service. Through our comprehensive approach, we analyze the challenges confronting you and work hard to mitigate both anticipated and resultant risks, offering solutions across all lines of insurance. Our team of industry experts monitors the news and trends of the industry while working with key insurance markets to craft tailored solutions. We have the extensive knowledge and experience required to guide you through the industry s ever-changing landscape. Trusted advisors, diverse product mix, strong execution, industry awareness, market leverage and exceptional customer service make Gallagher s Financial Institutions Practice your complete insurance solution.

8 Eileen Yuen Managing Director Financial Institutions Practice 200 Jefferson Park Whippany, NJ Gallagher Financial Institution Practice Corporate Headquarters 2850 W. Golf Road Rolling Meadows, IL Arthur J. Gallagher & Co. at a glance Arthur J. Gallagher & Co. has been designing solutions to meet our clients unique needs for 90 years. We pioneered many of the innovations in risk management used by businesses in all industries today. We believe that the best environment for learning and growing is one that remembers the past and invents the future. Founded in 1927 by Arthur J. Gallagher and still run by the founding family. A global corporation with a strong heritage and culture, Gallagher is a company with 24,500+ family members. Divisions specializing in retail insurance brokerage operations, benefits and HR consulting, wholesale distribution, and third-party administration and claims processing. More than 710 offices in 33 countries and revenues of $4.2 billion as of Offering client-service capabilities in more than 150 countries around the world through a global network of correspondent brokers and consultants. Insurance brokerage and services to be provided by Arthur J. Gallagher Risk Management Services, Inc. and/or its affiliate Arthur J. Gallagher & Co. Insurance Brokers of California, Inc. (License No. 0D69293 and/or ) 2017 Arthur J. Gallagher & Co. All rights reserved. FIP8BSD0417

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