Financial Services

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

Financial services must harness the power of technology to transform and grow at scale and speed, while meeting the growing expectations of the customer of the future.

To address this, our global team of business strategists, technologists and industry leaders bring fresh thinking and sector knowledge across banking and capital markets, insurance, and wealth and asset management. By using technology as a tool, we transform what a business can be, and what people can do, to build long-term value for our financial services clients.

Read our financial industry insights below to see what new possibilities arise when the power of people and technology converge to reframe your future.

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Our latest thinking

Cryptocurrency and digital assets subject to IRS reporting

Our information and reporting tax professionals summarize the provision in the Infrastructure Investment and Jobs Act.

EY Nexus: a digital platform for financial services

EY Nexus is a cloud-ready acceleration platform that enables leading financial services firms to deliver digital-first offerings at speed and scale.

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Customer and growth in financial services

In a changed financial services market, growth starts with hyperpersonalized, “anywhere, anytime” solutions that meet customer needs.

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On the agenda (5)

The EY Region of the Bahamas, Bermuda, British Virgin Islands and Cayman Islands

Featured: Intelligent automation: creating differentiated value in financial services

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Private Equity Services

Featured: How private equity is refining exit strategies for stronger valuations

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Reframe your future: Transformation in Financial Services

Taking a strategic view to transform costs for a global asset manager

Using a strategic approach to cost transformation can create significant and sustainable benefits.

13 Jul 2020 Alex Birkin

How the right conversations can empower finance transformation strategies

Companies need more open dialog about how to effectively implement new technology. Finding the headspace for these conversations is key.

3 Dec 2020 Christophe Kasolowsky

How curating ecosystems enables self-disruption

Nationwide Insurance required a new brand and a new technology platform to access a customer segment that may otherwise have been unobtainable.

7 May 2021 David Connolly

How EY can help

Advanced Analytics

Our team consists of data scientists, financial industry executives and change management specialists.

Cloud

EY teams help financial services organizations realize value from cloud investments.

Digital transformation

We combine our deep understanding of financial services’ needs, risk and regulatory challenges with transformative technologies, including —advanced analytics/AI, next-gen data, robotics, cloud, blockchain, cybersecurity and innovation accelerators — to quickly and safely achieve business outcomes.

EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients.

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About EY

EY is a global leader in assurance, consulting, strategy and transactions, and tax services. The insights and quality services we deliver help build trust and confidence in the capital markets and in economies the world over. We develop outstanding leaders who team to deliver on our promises to all of our stakeholders. In so doing, we play a critical role in building a better working world for our people, for our clients and for our communities.

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This material has been prepared for general informational purposes only and is not intended to be relied upon as accounting, tax, or other professional advice. Please refer to your advisors for specific advice.