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  • About
    • The AP Team
    • Community
    • Diversity, Equity & Inclusion
  • Solutions
    • Health Insurance
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Financial Institutions and Fintech

Invest in the future.

In today’s global economy, financial institutions and fintech companies face the never-ending challenges of securing your bottom line, increasing productivity, and supporting clients with around-the-clock digital solutions. As a result, you’re confronted with unique risks to your business, from regulatory changes, compliance, cyber breaches, and economic volatility. The experts at ABD partner with you to develop a sound plan to protect your organization and your employees as you grow and navigate ever-changing environments and market cycles.

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ABD Advantage

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Services & Coverages

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Get
in Touch

Contact Us

ABD Advantage

Learn More

Services & Coverages

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ABD Advantage

custom-strategy

Custom Strategy

Once we have a complete profile of your objectives, risk exposures, and risk tolerances, we work as an extension of your team to create a strategy that keeps your assets, balance sheet, and employees safe.

full-service-claim-management

Full-Service Claim Management

If you need to file a claim, we handle everything from immediate actions for minimizing loss to serving as your dedicated liaison and advocate with carriers to help you address each issue the right way.

deep-relationships

Deep Relationships

With a strategy in place, we use our industry expertise and deep relationships – both local and global – to negotiate innovative solutions to safeguard your business and your employees.

hands-on-approach

Hands-on Approach

There is no off-the-shelf policy that fits every business, given the industry’s unique exposures. The experts at ABD will work with you and underwriters throughout the year to ensure the right program is developed to grow as your business evolves.

GREEN__Consultative Team

Consultative Team

We believe in a consultative approach – a single point of contact for your insurance needs. ABD is the broker that can tell your story, is excited about your focus, and novel in dealing with underwriters – while thoughtful about your competition and comparable companies.

ORANGE__Insightful Risk Management

Insightful Risk Management

We help you address your risks by understanding your options for reducing, avoiding, or transferring risk through risk control, contract management, insurance, and alternative risk financing techniques.

Services & Coverages

Business Segments

  • Private equity
  • Venture capital
  • Banks
  • Credit unions
  • Non-bank lenders
  • Fintech companies
  • Mutual funds
  • Hedge funds
  • Investment advisors
  • Crypto
  • Insurance companies
  • Litigation finance

Select Services

  • Risk management consulting
  • Claims management
  • International insurance program management
  • Peer benchmarking
  • M&A and transactional solutions
  • Contract review

Key Coverages

  • Directors & Officers liability
  • Financial Institutions Errors & Omissions
    • General partnership liability
    • Bankers professional and lenders liability
    • Insurance company professional liability
    • Cost of corrections coverage

 

  • Cyber liability and technology Errors & Omissions
  • Intellectual property liability
  • Employment practices liability
  • Fiduciary liability
  • Crime and financial institutions bonds
  • Global property and casualty
  • Workers’ compensation
  • Reps & Warranties

Resources

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Overview: Executive Risk Solutions

Support your leaders with confidence.

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Overview: Financial Institutions and Fintech

Invest in the future.

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Overview: M&A Advisory

Create certainty with understandable solutions.

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ABD Solutions

ABD brings full-service brokerage capabilities to the industries we serve. ABD’s proven, custom strategies fit your unique risk landscape and culture, taking care of the details so that you can stay focused on building success.

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Employee Benefits

Executive Risk Solutions

HR Services

M&A Advisory

Private Client Services

Property & Casualty

Retirement Services

Wholesale Benefits

Whether you are a producer, employer, association, carrier, or product partner, Advanced Professionals can help you and your business.
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Advanced Professionals is a legal entity of ABD Insurance and Financial Services, Inc., which is the surviving company of the January 1, 2022 merger of three insurance agencies: ABD Insurance and Financial Services, Inc., Newfront Insurance Services, LLC and Aviation Marine Insurance Services. ABD Insurance and Financial Services, Inc. is licensed to sell insurance products in all 50 states, the District of Columbia and Puerto Rico, and is authorized in certain of those jurisdictions to use the names of its predecessor companies as DBA names. See this link for a list of licenses held by ABD Insurance and Financial Services, Inc. and the names under which it operates in each jurisdiction. Privacy Policy