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.


Our latest thinking

Sustainability questions for Australian FI boards

5 sustainability questions Australian financial institution board members should be asking

12 Sept 2024 Lara Gaede

How bolder CEOs take charge to shape their future with confidence

EY CEO confidence index assesses CEO sentiment across sector growth, price and inflation, business growth, talent, and investment and technology. Read more

04 Sept 2024 Andrea Guerzoni + 2

How to navigate the US$18t wealth management challenge

Wealth managers must shift the narrative to ride the breaking inheritance wave – and avoid running aground. Learn more.

11 Apr 2024 Olaf Toepfer + 1

How government can keep Australian fintechs powering the economy

The eighth EY FinTech Australia Census finds the sector needing new focus to continue to drive economic growth and remain a world leader.

29 Nov 2023 Malia Forner + 1

How artificial intelligence is transforming financial services

At EY, we bring together deep business insights, industry knowledge and a strategic ecosystem to help you embrace the opportunities presented by generative AI. In this video series for Australia and New Zealand financial services, some of our AI practitioners discuss how you can reimagine every aspect of your business.

21 Feb 2024

Why today’s banking CRO must be master of many trades

The EY/IIF global risk management survey results surface new challenges faced by today’s CRO as their strategic and tactical remit expands. Read more.

06 Feb 2024 Jan Bellens + 2

Top 10 resolutions for wealth and asset management success in 2024

Wealth and asset management firms should aim to be “the best versions of themselves” in what promises to be another challenging year. Read more.

23 Jan 2024 Gurdeep Batra + 4

How financial firms can prepare for the 2024 regulatory landscape

Financial services firms will need to prioritize both event-driven and existing regulations to capitalize on untapped opportunities. Learn more.

04 Dec 2023 Jan Bellens + 4

Artificial Intelligence

EY.ai - a unifying platform

16 Nov 2023

Five priorities for harnessing the power of GenAI in banking

For banks with the right strategy, talent and technology, GenAI can transform operations and help reimagine future business models. Learn more.

28 Nov 2023 Jan Bellens + 1

How can the net zero transition create a nature-positive advantage?

Explore how Australia’s net zero goals could support a nature positive economy, biodiversity conservation, environmental protection and sustainability.

22 Nov 2023 Dr. Steve Hatfield-Dodds + 1

How COP28 can inspire meaningful climate action

This episode explores the upcoming COP28 and the first-ever Global Stocktake to assess climate change progress across the world. Listen now.

16 Nov 2023 26m

How can Asia-Pacific banks attract Gen Z to be future banking leaders?

Attracting Gen Z talent toward future leadership roles in Asia-Pacific banks – here are two approaches that leadership should consider.

20 Nov 2023 Soumee De + 1

Major Australian banks’ 2023 full-year results: the hunt for growth

The Australian major banks have posted strong full-year earnings. Despite highly competitive pricing during the year, cash rate rises flowed through to higher revenues and expanded net interest margins. The increased earnings also underpinned improved return on equity (ROE) for the banks.

13 Nov 2023 Douglas Nixon

EY Financial Services Law Webcast Series - October 2023

In this webcast, our EY Panellists discussed recent legal and regulatory developments impacting financial services professionals, with a particular focus on climate change and sustainability.

25 Oct 2023 | your local time

EY Nexus: business transformation platform for financial services

EY Nexus, a transformative platform, accelerates innovation, unlocks value in your ecosystem, and powers frictionless business.

07 Sept 2023

Are you reframing the future of asset management or is it reframing you?

AI can help unlock the transformational change that asset managers need to remain relevant in a radically different future. Learn more.

23 Sept 2023 Gurdeep Batra + 3

How should Asia-Pacific banks push the frontiers of transformation?

Current thinking around innovative transformation and how regional institutions are futureproofing themselves for success.

12 Sept 2023 Andrew Gilder + 2

How Australia’s financial institutions are approaching CPS 230 on Operational Risk and Resilience

In August 2023, 400 FS leaders joined an EY webcast to discuss how Australian institutions are tackling CPS 230 compliance.

07 Sept 2023 Rody Posthuma

EY Financial Services Law Webcast 2023

At the first virtual event in our Financial Services Law Webcast Series for 2023, our EY specialists discuss recent legal and regulatory developments impacting financial services professionals.

02 May 2023 | your local time

When volatility causes complexity, how can wealth managers create opportunity?

The 2023 research shows investors are on the move. Can wealth managers meet the moment by finding new ways to empower clients amid complexity?

24 Apr 2023 Mike Lee + 3

How wealth managers can secure assets in flux

Learn how asset movement creates opportunities for wealth managers.

24 Apr 2023 Mike Lee + 3

How can today’s millennial investors drive tomorrow’s business growth? 

The 2023 EY Global Wealth Research shines a light on unique features of younger investors. How can wealth managers build trust with this vital group?

24 Apr 2023 Mike Lee + 3

Beyond disclosure: how to prepare for the next phase of the Design and Distribution Obligations (DDO)

The DDO regime is a game changer for Australia’s financial firms – even if they don’t realise it yet

02 Mar 2023 Alina Humphreys + 1

Six ways asset managers can prepare for an uncertain future

Taking decisive steps to stand out and succeed in a fast-changing world. Learn more.

02 Feb 2023 Mike Lee + 2

Can resilience shape a shifting landscape?

Investors remain interested in alternative funds, and managers focus on their traditional strengths while responding to market opportunities. Read more.

15 Nov 2022 Natalie Deak Jaros + 3

    Sustainability in financial services

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

     

    Explore more

    EY Nexus for Financial Services

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

     

    Explore more


    Explore our case studies

    Using AI to improve a bank’s agent effectiveness

    Leveraging the power of AI and machine learning, one bank mined sales agents’ calls for performance-boosting insights. Learn more in this case study.

    17 Jan 2023

    Transforming a private bank for customer centricity and innovation

    EY teams helped a leading private bank blend a high-touch and high-tech visionary approach. Learn more in this case study.

    21 July 2023 Mike Lee + 2

    How to transform product development to outperform the competition

    EY Nexus is a cloud-based platform offering access to the most advanced technologies to launch new products, businesses and services.

    01 Sept 2020 Ryan Battles + 3

    How privacy and consent built customer trust for a financial institution

    EY Nexus for Banking helped a financial institution with a privacy initiative that uses transparency to build trust and brand loyalty. Read the case study.

    01 Mar 2023 David Deane + 4

    Why real-time customer journey curation is the future of banking

    EY Nexus for Banking platform was key to transforming one traditional bank into a future-ready, digital bank of tomorrow.

    26 Aug 2020 Nigel Moden + 4

    How a global FinTech captured growth in the SME segment

    A global Fintech captured growth in an opportunistic SME segment with a differentiated, holistic strategy. Learn more in this case study.

    14 Sept 2023 Matt Cox + 2

    How technology is reducing trade finance risk and compliance costs

    EY’s Trade Risk Analytics Compliance Kit helps global banks to combine analytics with risk management to increase automation.

    29 July 2020 Andrew Gilder + 1

    How a new technology platform is helping banks go digital

    The EY Impresto platform is a mobile-first, AI-optimized tool for addressing some of banks’ biggest challenges.

    30 Jan 2020 EY Global

      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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