Acquisition leverage Findley is now part of USI, a global leader in risk management and benefits, offering a pronounced entry point to cross-sell retirement, benefits administration, and human capital services to USI’s expansive client base.

Retirement & benefits As a retirement consulting and benefits administration practice within USI Consulting Group, there are opportunities to upsell comprehensive plan design, fiduciary support, and population health initiatives to mid-market and large corporate clients.

Tech enabled Utilize USI’s digital platform network and Findley’s tech stack to promote data-driven plan optimization, analytics, and employee engagement solutions that integrate with existing HR and benefits ecosystems.

Client service edge Position offerings around best-in-class service and measurable bottom-line impact, aligning with USI’s reputation to win additional scopes such as compliance, communication campaigns, and benefits governance.

Scale & reach Leverage USI’s 200 offices and 8,000 professionals to pursue multi-state, international, or complex benefit programs, targeting large risk management clients seeking integrated retirement and benefits strategies.