60+ Core Values: Examples for Finance and Insurance Companies

Core values define a company’s culture and help to shape the way employees interact with each other, customers, and stakeholders. Core values are also important for building trust and loyalty with customers. In this article you will find examples of core values for companies that fall into the following industries:

Finance and Insurance

This industry encompasses a wide range of businesses including banks, credit unions, investment companies, insurance companies, and pension funds. Finance and insurance companies provide services such as banking, investments, insurance, wealth management, and retirement planning. They are responsible for providing customers with access to capital, providing a secure place to store money and investments, and helping manage their financial risks. They also provide advisory services on investments and financial planning.

Core values for finance and insurance companies often include: commitment to customer service, integrity, transparency, and ethical practices.

  • Customer service should be at the forefront of an organization’s core values because it is essential for providing quality products and services to clients.
  • Integrity means following through on promises, being truthful in all interactions, and maintaining high standards of conduct.
  • Transparency and communication are important values for these companies because customers and employees want to understand how their data is being used and stored; also they want to be informed of all new regulations and other changes that could affect them.
  • Ethical practices are important to prioritize customer protection while still meeting the company’s financial goals.

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Examples of core values for Finance and Insurance Companies:


1. Stewardship
2. The Best People
3. Client Value Creation
4. One Global Network
5. Respect for the Individual
6. Integrity

Pinnacle Financial Partners

1. Integrity
2. Fairness
3. Learning
4. Partnership
5. Results
6. Balance
7. Discipline

If you are looking for more examples of core values for different industries, check our main article here (click to open 250+ Best Core Values: Examples for 12 Industries)


1. Integrity and ethical values
2. Direct, open, and honest communication
3. Commitment to clients
4. Product quality and reliability
5. Continual self-improvement / self renewal
6. Having fun
7. People as the source of our strength
8. Team-orientation / commitment to each other
9. Creativity / innovation / risk-taking
10. Strong work ethic

Kohlberg Kravis Roberts & Co. L.P.

KKR’s founders established a culture based on their own partnership and lifelong friendship. We partner with whom we do business and maintain a shared sense of ownership across the firm. Today these core values remain ingrained in every aspect of our organization. They are also reflected by the values we live by:


Teamwork is at the heart of how we operate. We take enormous pride in our one-firm approach, operating proactively and collaboratively across businesses and geographies to achieve the best possible results. We continually look to help one another and work together towards common goals. We know from experience that we can achieve much more collectively than any of us could individually. In keeping with this approach, every employee at the firm has an equity interest in KKR and shares in our success.


We conduct ourselves with integrity in everything we do. Our reputation — as individuals and as a firm — is paramount. Our word is our bond – “we say what we mean and we do what we say.” As a learning organization, we are self-critical — acknowledging our mistakes and trying always to learn from them.


People do business with people they like and trust. As a relationship-driven firm, we are deeply committed to building and sustaining long-term internal and external partnerships, grounded in trust and transparency. We know it takes years to build a strong partnership and reputation, while they can be ruined in just a few minutes. We seek continually to understand and align the interests of all stakeholders, and we treat everyone with fairness, compassion, and respect. We believe that “arrogance kills” and has no place at KKR.


We readily accept accountability for our actions, inactions and decisions, both individually and as a firm. We also embrace the implied responsibilities of our one-firm approach: the obligation to speak up and say what we think and to respect and listen to our colleagues. We have the institutional and personal fortitude to say “no,” even at the eleventh hour. We deliver on our commitments — to our stakeholders, our partners, and one another.

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We are determined to be innovative: questioning accepted wisdom, creating new ideas, offering new approaches, and never resting on our laurels. We are self-starters with a willingness to take prudent risks and find creative solutions to our stakeholders’ needs. We work passionately to retain the entrepreneurial spirit that created our firm and to fight against organizational politics and bureaucracy.


We aspire to be the best at what we do and to lead by example. We set high personal and company standards, and then consistently try to exceed them. We attract self-motivated, highly capable, results-oriented people and invest heavily in their development. Our focus on impact and results creates a vibrant and meritocratic environment, directly linking individual performance with the firm’s success.


We see tremendous value in and are strongly committed to having a well-rounded, inclusive workplace – one that is reflective of the investors we serve, the companies and other stakeholders with whom we partner, and the communities in which we live and conduct business. We strive to attract, develop, retain, and promote the best possible talent – women and men of all ethnicities and sexual orientations. We believe a team comprised more fully of individuals with diverse backgrounds, experiences, perspectives, and insights will make us a stronger and more effective organization.

Cytonn Investments

Cytonn exists to serve the interest of our clients. We do this by creating innovative and differentiated financial solutions that speak very directly to the needs of our clients. To do this well, we hold the following dear:


We go to great lengths to identify, train, motivate and retain the very best people we can get. To deliver the best service and the best return to our clients, we have to attract the best people who are drawn to tackling challenging issues and excel.


We demand excellence in all that we do and we are always looking for better and faster ways of serving our client. When clients experience collaborating with us, we want them to feel the difference and get uncommon solutions and results.

Client Focus

In order to do well in the long-term, we have to do what is in the best interest of the client, always. This requires a firm commitment to integrity and adhering to our business standards.

High Performing Culture

Once we have the best people, we continuously design our culture to bring out the best in each individual in order for them to reach their full potential from both an individual and team perspective. We give enormous opportunity and responsibility, but equally demand accountability.


We are never content with the tried and tested approach to serving our clients. We are always curious about how to better serve clients and deliver the best returns through innovation and creativity.

Societe Generale

Team spirit, innovation, responsibility and commitment are the core values shared by all Societe Generale employees. These values are central to our vision of a relationship-focused bank committed to serving its customers.

Intact Financial Corporation

Living Our Values, as approved by our Board of Directors in November 2009, sets out our commitment to acting with integrity and with the highest of ethical standards. It replaces our previous Code of Conduct.

Living Our Values is organized according to five core values: integrity, respect, customer driven, excellence and socially responsible.

We behave with integrity

We demonstrate the highest ethical standards of personal conduct.
We behave with honesty, integrity, openness and fairness when dealing with each other, customers, partners and governments.

We respect each other

We value the diversity of our people and their dreams.
We foster an environment conducive to personal growth and development and to new opportunities.
We recognize and value the contribution each of us and our teams are making to our success.

We are customer driven

We listen to customers, understand their needs, offer the best solutions and deliver on our promises.
We make it easy for customers to deal with us.
We go beyond expectations and always deliver an outstanding experience.

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We strive for excellence

We are disciplined in our approaches and our actions, which is why we excel in all of our businesses.
We embrace change and the opportunities it creates, encourage innovative thinking and always seek to improve.
We value and reward high performance and success.
We provide high value to our shareholders.

We are socially responsible

We respect the environment and its finite resources.
We believe in making the communities where we live and work safer, healthier and happier.
We encourage the involvement and citizenship of all our employees.

Hong Leong Group


To consistently provide goods and services of the highest quality at affordable prices


To pursue management vision and foster entrepreneurship


To nurture and be committed to innovation


To conduct business with honour

Human Resource

To enhance the quality of human resources as the essence of management excellence


To ensure oneness in purpose, harmony and friendship in the pursuit of prosperity for all


To improve existing operations and to position for expansion and new opportunities

Social Responsibility

To create wealth for the betterment of society


Our shared values are timeless. They succinctly describe the core principles that distinguish the Deloitte culture.


We believe that nothing is more important than our reputation, and behaving with the highest levels of integrity is fundamental to who we are. We demonstrate a strong commitment to sustainable, responsible business practices.

Outstanding value to markets & clients

We play a critical role in helping both the capital markets and our member firm clients operate more effectively. We consider this role a privilege, and we know it requires constant vigilance and unrelenting commitment.

Commitment to each other

We believe that our culture of borderless collegiality is a competitive advantage for us, and we go to great lengths to nurture it and preserve it. We go to extraordinary lengths to support our people.

Strength from cultural diversity

Our member firm clients’ business challenges are complex and benefit from multidimensional thinking. We believe that working with people of different backgrounds, cultures, and thinking styles helps our people grow into better professionals and leaders.

CDC Pakistan

Our corporate values represent the core priorities in the organization’s culture. Adherence to these values makes it possible for us to continue on the road to sustainable development. Dispensing with our corporate responsibility, we are able to honour our commitments to clients, partners & shareholders and; to our most valuable resource, our employees.


Reliable & trustworthy for all our stakeholders.
Ensure integrity and security of information.


Fair & honest in all our dealings.
Take responsibility for our actions.
Strive to perform to the best of our abilities.


Policies & procedures are clearly defined, well communicated and applied equally to all.
Make adequate disclosure of company information.
Strong adherences to the best practices of Corporate Governance.


Build strong relationships within and across functions.
Share ideas / best practices and value diversity.
Communicate candidly and on an ongoing basis within team.

Capital Impact Partners

As a mission-driven lender, our core values are the foundation of the work we do each and every day. They shape our culture. They underlie our decisions and actions. They guide our relationships with borrowers, partners, investors, staff and the communities we serve. Simply put, our values inspire us to do our best every day to achieve our mission and vision.


We speak with candor even when our position may be uncomfortable


We look beyond the obvious to meet challenges head on.


We seek out and actively listen to different perspectives.


We are tireless advocates for our mission.


Create and Maintain a Positive Environment

Our Team Members are committed to an inclusive, fun and balanced environment, which is expressed through a profound sense of purpose and passion for Customer Service.

Creative Solutions

We strive to find solutions to the diverse needs of our stakeholders, including Team Members, Customers, Bankers, and Vendors. We accomplish this by constantly investing in new systems, optimizing technology and challenging our staff to think outside the box, while never forgetting the lessons learned from our vast experiences.

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Keep It Short and Simple

We embrace clarity and simplicity. We focus on what matters. We separate ourselves from traditional lenders and other Factoring Companies by eliminating the red tape that is common in the finance industry.

Move It Forward

We minimize “wheel spinning” and focus on resolution.

Help Our Customers Succeed

We believe in getting our customers paid for the hard work they do.

McKinsey & Company

Adhere to the highest professional standards

put client interests ahead of the firm’s
observe high ethical standards
preserve client confidences
maintain an independent perspective
manage client and firm resources cost-effectively

Improve our clients’ performance significantly

follow the top-management approach
use our global network to deliver the best of the firm to all clients
bring innovations in management practice to clients
build client capabilities to sustain improvement
build enduring relationships based on trust

Create an unrivaled environment for exceptional people

be nonhierarchical and inclusive
sustain a caring meritocracy
develop one another through apprenticeship and mentoring
uphold the obligation to dissent


In PwC, our purpose is to build trust in society and solve important problems.


KPMG’s global values define us as a firm for ourselves, for our clients, and for the marketplace. Our values describe who we are, what we do, and how we do it. Our values also help us attract and keep quality people, develop relationships with the appropriate clients, and protect and enhance our reputation. We aim to incorporate them into our relationships with our clients and colleagues so that they are reflected in the work we do every day and in the relationships we have with each other and with our clients.

The PNC Financial Services Group

Performance: We strive for excellence in all that we do.

Customer Focus: We understand our customers’ needs, seek to deliver an exceptional experience and provide insight to help them achieve their financial goals.

Respect: We trust the capabilities, character and judgment of our colleagues and empower them to make decisions.

Integrity: We are honest and conduct business with the highest ethical standards.

Diversity: We recognize the value of our differences and endeavor to create an environment where every employee is engaged and has the opportunity to make a meaningful contribution to the success of the company.

Teamwork: We work together to achieve our goals and to celebrate our successes.

Quality of Life: We advocate for the physical, financial and personal well-being of our employees, customers and communities, and we support the pursuit of work-life balance.


1. Being honest
2. Collaborating
3. Treating everyone with respect and dignity
4. Delivering on our promises
5. Always exceeding expectations

The Progressive Group


We revere honesty. We adhere to high ethical standards, provide timely, accurate and complete financial reporting, encourage disclosing bad news and welcome disagreement.

Golden Rule

We respect all people, value the differences among them and deal with them in the way we want to be dealt with. This requires us to know ourselves and to try to understand others.


We strive to communicate clearly Progressive’s ambitious objectives and our people’s personal and team objectives. We evaluate performance against all these objectives.


We strive constantly to improve in order to meet and exceed the highest expectations of our customers, agents, shareholders, and people. We teach and encourage our people to improve performance and to reduce the costs of what they do for customers. We base their rewards on results and promotion on ability.


We seek to earn a profit by offering consumers products and services they want. Profit is how the free-enterprise system motivates investment and rewards companies that consistently create value.

More Core Values Examples

More core values examples: 250+ Best Core Values: Examples for 12 IndustriesSee also: 1500+ Best Company Vision and Mission Statements

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