Consultants

Keep the conversation going with smart financial services

Our Expertise

Guidance to strengthen your consulting firm

  • Our in-depth industry knowledge of consulting firms helps us tailor financial services packages to meet your specific needs
  • Increase the transparency of your cash flow with from any device with Commercial Advantage online services
  • Use lines of credit backed by accounts receivable and inventory
  • Expedite international payments and commercial letters of credit

Products and Services
Customizable solutions for consultants

Owner Occupied Real Estate

Expand your operations with business real estate title investments and rental services.

Equipment Lending

Get flexible lending solutions for the tools and equipment you need to do business.

Credit Cards

Conveniently handle business spending and earn rewards at the same time with business Visa® credit cards.

Merchant Services

Get customized payment processing services for your consulting firm.

Commercial Advantage

Quickly access and manage your business accounts on the go, with 24/7 mobile access.

Remote Deposit Capture

Save time by depositing checks remotely using our desktop scanner.D

Fraud Risk Management

Protect your firm from every angle with advanced loss prevention services.

Insurance

Ensure your firm stays protected with a range of insurance options like property and casualty insurance, and professional liability.D

Wealth Advisory

From 401(k)s to retirement plans, our institutional wealth advisors guide your firm to better financial benchmarks.D

Professional Services Insights
Expand your expertise

Industry Expertise

Management Consulting Industry Trends

Client-consultant engagements are poised to keep benefiting from pandemic-fueled tech developments.
Not surprisingly, the mainstreaming of virtual meetings has fueled high levels of innovation.
Industry Expertise

Capitalizing on a Changing Consulting Industry

Given the significant industry changes, it may be time for a consulting business model revamp.
Being responsive to customers' needs is the key to developing a strong, loyal client base.
Risk Management

Business Liability Insurance for Growing Companies

Company expansion is exciting. But alongside growth comes exposure to additional risk.
Expanding businesses can lead to changes that expose companies to additional liabilities and risks.
explore more professional services insights

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Your investments in securities and insurance products and services are not insured by the FDIC or any other federal government agency and may lose value.  They are not deposits or other obligations of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amounts invested. There is no guarantee that a strategy will achieve its objective.

About the Entities, Brands and Services Offered: First Citizens Wealth™ (FCW) is a marketing brand of First Citizens BancShares, Inc., a bank holding company. The following affiliates of First Citizens BancShares are the entities through which FCW products are offered. Brokerage products and services are offered through First Citizens Investor Services, Inc. ("FCIS"), a registered broker-dealer, Member FINRA and SIPC. Advisory services are offered through FCIS, First Citizens Asset Management, Inc. and SVB Wealth LLC, all SEC registered investment advisors. Certain brokerage and advisory products and services may not be available from all investment professionals, in all jurisdictions or to all investors. Insurance products and services are offered through FCIS, a licensed insurance agency. Banking, lending, trust products and services, and certain insurance products and services are offered by First-Citizens Bank & Trust Company, Member FDIC, and an Equal Housing Lender, and SVB, a division of First-Citizens Bank & Trust Company. icon: sys-ehl

For more information about FCIS, FCAM or SVBW and its investment professionals, click the links below:

FirstCitizens.com/Wealth/Disclosures

SVB.com/Private-Bank/Disclosures/Form-ADV

See more about First Citizens Investor Services, Inc. and our investment professionals at FINRA BrokerCheck.

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Bank deposit products are offered by First Citizens Bank. Member FDIC and an Equal Housing Lender. icon: sys-ehl.

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