HUB Financial Services

HUB Financial Services

Your Financial Institutions Expert

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Our Expertise: Serving Financial Institutions

At HUB Financial Services, our singular focus is on financial institutions. We specialize in managing institutional and lending risks, creating process efficiency, maximizing net interest margins, and increasing non-interest income. With 1,500+ clients, our unique industry experience sets us apart, empowering banks, credit unions, mortgage servicers, finance companies and specialty lenders to thrive.

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Our Value-Driven Approach for Financial Institutions

Financial institutions demand expertise that goes beyond general knowledge. At HUB Financial Services, we’re built on that premise, offering a team of dedicated subject matter experts to address your unique challenges. Our exclusive focus on financial institutions allows us to understand the intricacies of enterprise risk, lending risk, compliance, net interest margin, and non-interest income, without the blind spots of traditional brokers. In a constantly evolving landscape, partnering with industry-specific experts like us is essential to staying ahead and maximizing your success.

The scale and depth to support you.

Large enough that you won’t outgrow us, but agile enough that every client is important.

ranked among the world's largest insurance broker
Employees Across North America
Financial Institution Clients

How We Help

Our industry-specific expertise and comprehensive approach enable banks, credit unions, mortgage servicers and finance companies to effectively navigate challenges, optimize performance, and safeguard their future.

  • Lending Risk

    We specialize in managing loan level collateral risk for financial institutions across various portfolios, including residential and commercial real estate, auto, watercraft, RV, powersport, and equipment. Our leading expertise in outsourced insurance tracking, blanket, and impairment programs ensures tailored strategies that meet your specific needs.

    • Commercial Real Estate & Multi Family
    • Residential Real Estate
    • Consumer / Vehicular
    • Watercraft / RV / Powersport
    • Equipment
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  • Balance Sheet Advisory

    We provide tailored balance sheet advisory services to help financial institutions navigate challenges and achieve their goals. Our unique, holistic approach addresses key areas like ALCO, investments, and regulatory compliance to optimize profitability. With a focus on client education and transparency, we empower banks and credit unions to take control of their financial success.

    • Balance Sheet Management
    • Investment Advisory
    • Crisis Management
    • Loan Growth Pricing Strategy
    • Deposit Growth Pricing Strategy
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  • Revenue Generation

    Unlock your financial institution’s potential with our revenue generation services. Our subject matter experts specialize in designing value-based, compliant direct-marketed, loyalty, and affinity fee income programs to help you deliver exceptional value to your clients.

    • GAP
    • High LTV Default
    • Direct Marketing AD&D
    • Checking Accounting Strategies
    • Quilo Lending Platform
    • Life & Disability
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  • Institutional Coverages

    We boast a team of subject matter experts exclusively focused on providing Professional Lines and Enterprise Risk products and services to financial institutions. Unlike most brokers, our enterprise risk professionals don’t spread their time across various industries. Instead, they concentrate on becoming experts in serving your specific sector.

    • D&O (Primary & Excess)
    • Financial Institution Bond
    • Bankers Professional Liability
    • Property & Casualty
    • General Liability
    • General Liability
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Why HUB Financial Services?

We make it easy.
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Serving the Entire U.S.

With over 350 professionals focused on financial institutions.

HUB Financial Services has the scope and scale to serve financial institutions nationwide.