Financial Services

We can help you stay focused on the future of financial services - one that is stronger, fairer and more sustainable.

Now more than ever, as we plan for a post-COVID-19 world, financial services will need to harness the power of technology to transform and grow, while meeting future customer expectations.

Our strength lies in the proven power of our people and technology, and the possibilities that arise when they converge to reframe the future. Our deep sector knowledge combined with a holistic point of view delivers true value from strategy through to implementation. Whether your business challenge is simple or complex, small or large, we can be trusted to deliver solutions that work - today and tomorrow.

We are helping clients build stronger and more sustainable financial services. It’s how we play part in building a better working world.

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Latest thinking

EY Banking Barometer 2024 – Confidence

Patrick Schwaller
11 Jan 2024

Regulatory Update Swiss Financial Services – Summer 2024 edition

Discover the latest EY Regulatory Updates which provide an overview on the most important regulatory developments affecting financial institutions in Switzerland.

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Technology enabled business transformation

See more, spend less: How to make the most out of your legal function
See more, spend less: How to make the most out of your legal function

EY teams helped a multinational financial services provider bring their legal department up to speed by embracing technology.

27 Jan 2022 Yacine Benyaa

How banks can fight tax crime, be compliant and reduce costs parallelly
How banks can fight tax crime, be compliant and reduce costs parallelly

EY teams helped a major international bank leverage technology to establish effective control over its customer tax compliance procedures.

25 Jan 2022

How intelligent automation can empower employees to drive greater value
How intelligent automation can empower employees to drive greater value

A banking client wanted to automate some of their business processes: EY provided a route to a much more comprehensive vision of automation.

27 Jul 2021

EY Holistic Wealth Management Advice Whitepaper

Explore growth through holistic advice in wealth management amid industry challenges in the EY Whitepaper. Learn its value and delivery best practices.

Download whitepaper

Sustainability in financial services

Discover how we are building a better financial services industry – one that is stronger, fairer and more sustainable.

 

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EY Nexus for Financial Services

EY Nexus accelerates innovation, unlocks value in ecosystems and powers frictionless customer experiences.

 

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EY Financial Services EMEIA

Financial Services, EMEIA

Across Europe we train and nurture inclusive teams to develop minds that can transform, shape and innovate financial services. Not just for today but for the future.

 

Minds made for transforming financial services.

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EY Alliances in Financial Services

Unlock new value in the Transformative Age with EY alliance and ecosystem relationships.

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How EY can help

EY Nexus for Wealth and Asset Management

A business transformation platform optimized for wealth and asset management.

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EY Nexus for Insurance

A transformative solution that helps insurers launch innovative new products, brands and marketplaces at speed.

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Financial services strategy consulting

EY-Parthenon financial services strategy consulting teams help C-suite drive future value-creation.

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Customer Tax Operations and Reporting Services

Meet your customer-related regulatory obligations through our integrated suite of end-to-end customer tax operation services.

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Tax and Finance Operate

EY teams help banks reimagine tax and finance operating models to address evolving regulation, technology and talent demands. With our Tax and Finance Operate (TFO) solution, banks can co-source select activities, leveraging our significant investment in technology, people and process.

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Private equity value creation services

Our hands-on value creation leaders work at pace to help PE companies and sponsors deliver their investment case by accelerating cash and profit improvements from ideation to results.

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Corporate, Commercial and SME Banking services

Rapid technology advances are reshaping the entire banking ecosystem, and Corporate, Commercial and SME (CCSB) banking sectors are not immune. EY is helping banks shift their focus back to growth, placing an increased emphasis on client experience, new technology and operational efficiency.

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Digital transformation

We collaborate with insurers on technology transformation programs and the deployment of digital tools. From concept to implementation, we work with you to develop strategies that optimize performance, drive efficiency and enhance quality.

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Digital enterprise transformation

Unlock the advantages of the digital era to harness innovation, drive operational efficiencies and grow your business.

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Financial crime operations

Our skilled teams enabled by innovative technology and flexible global delivery service centers can help you manage financial crime risk in a cost-effective, sustainable way.

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Operational efficiency

We help you implement strategies to improve efficiency across your firm’s value chain, increasing margins while reducing long-term costs and risk.

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Technology-enabled transformation

We help you effectively harness the power of technology to simplify, rationalize and centralize your firm’s operations, clearing the way to improve efficiency and extend product capabilities to attract new investments.

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Global Regulatory Network

Our Global Regulatory Network, consisting of former regulators and bankers from the Americas, Asia and Europe, provides strategic insights on financial regulation that helps clients adapt to the changing regulatory landscape.

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Payment services

The global payments industry is undergoing major change and transformation, driven by changing customer demands. Our global network and proven expertise can help you manage the disruption along the entire value chain within cards, payments, digital commerce and digital convergence.

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Cost transformation

Banks that redefine their cost base and rethink operating models are best positioned to strengthen profitability for the long term. From strategy to implementation, EY can help deliver enterprise-wide and business-unit-specific cost transformation programs for banks.

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Managed Services

EY Managed Services revolutionizes non-core but board-critical activities with easy-to-integrate solutions. With a combination of people- and asset-based outsourcing for tax, legal, risk and compliance, finance and beyond, we help financial services companies transform and build long-term value.

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Explore Financial Services

Ecosystems in Financial Services

Explore how harnessing the power of digital ecosystems can make finance effortless and create value for all stakeholders.

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On the agenda (4)

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Disrupting financial crime

Featured: Do you see name screening as a journey or a destination?
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Transformation and growth in banking

Featured: Five priorities for harnessing the power of GenAI in banking
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Business transformation in insurance

Featured: EY Insurance Outlook: what should insurers do to prepare for tomorrow?
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COVID-19 in Financial Services

Featured: How divestments are helping banks respond to industry shifts
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