Financial Services Industry Solutions - CPCON

Financial Services Asset Management: Precision at Scale

Featured Insight

Financial Services Asset Management: Precision at Scale

IT equipment inventories, branch audits, and fixed asset reconciliation for banks and financial institutions.

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2025 Financial Services Outlook: Technology Asset Optimization

Featured Insight

2025 Financial Services Outlook: Technology Asset Optimization

How institutions are modernizing IT asset management to reduce costs and improve compliance.

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Financial Services Expertise

Trusted asset management for the most regulated industry

CPCON provides specialized inventory, asset management, and reconciliation services to financial institutions operating under the most stringent regulatory and security requirements. Our teams are experienced in working within secure environments, maintaining chain-of-custody protocols, and delivering results that satisfy SOX, OCC, and FDIC audit requirements.

From multi-branch IT equipment inventories to corporate headquarters fixed asset reconciliation, our financial services professionals understand the unique challenges of managing assets across distributed networks of offices, data centers, and branch locations.

We combine deep financial industry expertise with proprietary technology to deliver comprehensive asset visibility, enabling better capital planning, lease management, and depreciation optimization for institutions of all sizes.

What Our Clients Say

CPCON inventoried IT assets across 450 branch locations in under 90 days. Their project management and security protocols were exemplary throughout the engagement.

— CTO

Regional Commercial Bank

The fixed asset reconciliation CPCON performed identified $8M in ghost assets on our books, significantly improving our financial reporting accuracy and tax position.

— VP of Finance

Insurance Company

Their team maintained the highest level of confidentiality and security awareness while working in our trading floor environment. Truly professional.

— Director of Operations

Investment Bank

CPCON helped us establish a sustainable asset management program that has reduced our annual audit preparation time by 60%. Outstanding ROI.

— CFO

Credit Union

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2025 Financial Services Outlook: IT Asset Management Trends

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2025 Financial Services Outlook: IT Asset Management Trends

SOX Compliance and Fixed Asset Management: A Practical Guide

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SOX Compliance and Fixed Asset Management: A Practical Guide

Branch Network Optimization: Asset Rationalization Strategies

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Branch Network Optimization: Asset Rationalization Strategies

Data Center Asset Lifecycle: From Procurement to Disposition

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Data Center Asset Lifecycle: From Procurement to Disposition

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