Financial Services

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


Our latest thinking

Beyond the numbers: Shaping the future of Non-Financial Risk Management

The EY Non-Financial Risk Banking Survey 2025 provides insights on evolving non-financial risk management in financial institutions.

Unlocking potential: Enhancing sanctions compliance with AI

Discover how financial institutions can use AI and GenAI to enhance sanctions compliance and turn regulation into strategic advantage.

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.

If transformation needs to be bold, do banks have the right tools for success?

EY discussions with banking transformation leaders across the globe uncover six recommendations for overhauling organizational change. Learn more.

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.

How the rise of PayTech is reshaping the payments landscape

PayTech’s relentless disruption of the payments landscape means that only PSPs that offer value beyond payments can compete. Learn more.

How banks are staking a claim in the embedded finance ecosystem

Finance in the experience age heralds a new era for customers and banks alike, with embedded finance the key to success. Learn more.

How banking on Gen Z talent will make or break the future of banking

To attract talent with tomorrow’s skills, banks will need to win over a Gen Z workforce. Learn more.

    Our latest thinking

    Why operational resilience is a strategic priority for insurance CROs

    The second annual EY/IIF insurance risk management survey highlights the importance of resilience and how CROs aim to instill it. Learn more.

    Stu Doyle + 1

    How increased trust and transparency can unlock growth

    Explore the EY Global Insurance Industry Outlook. Learn more.

    How life insurers are transforming to deliver value for better living

    Shifting customer expectations and a focus on value are reshaping the dynamic commercial insurance and reinsurance markets. Learn more.

    Four focal points for commercial insurance and reinsurance leaders

    Shifting customer expectations and a focus on value are reshaping the dynamic commercial and reinsurance markets. Learn more.

      Our latest thinking

      How AI simulation accelerates growth in wealth and asset management

      Harness the power of AI simulation to anticipate client behavior and make faster, smarter decisions. Learn more.

      How intra-generational transfers disrupt inter-generational strategies

      Get detailed insights into the shape of global wealth transfers intra-generationally, and into the views and plans of Baby Boomer inheritors.

      How wealth managers can leverage complexity for competitive advantage

      Client sentiment is shifting. Learn how wealth managers can respond with targeted improvements in financial and non-financial services.

      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.

      How wealth managers can secure assets in flux

      Learn how asset movement creates opportunities for wealth managers.

      Mike Lee + 2

      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?

      Mike Lee + 3

      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.

      Mike Lee + 1

      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.

        Our latest thinking

        How to accelerate transition finance for net zero

        Learn why FIs need to operate iteratively to effect transition finance at pace and scale in a complex ecosystem.

        Why should financial institutions be on a mission to reduce emissions?

        Accelerating decarbonization is urgent. Learn why private sector institutions must play a key role in addressing the current shortfalls in climate finance.


          Eye on Finance magazine (Dutch)

          The Eye on Finance magazine brings innovative insights and inspiration from the financial sector three times a year. In this edition, we explore how Agentic AI can transform the financial sector.
           

          Pinar Abay from ING emphasizes that organizations must demonstrate leadership and train employees in new skills to leverage the opportunities of AI. Tjerrie Smit from NN Group adds that AI literacy is essential for success, while Jacqueline van den Ende from Carbon Equity highlights the sustainable benefits of AI.

          Eye on Finance magazine


          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.

          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.

          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.

          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.

          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.

          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.

          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.

          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.

            Explore our case studies

            How data modernization can benefit advisors and clients

            Creating a modern data architecture has enabled a wealth manager to provide a consistent digital experience. Learn more in this case study.

            How standardization can build a platform for growth

            Across three continents, a leading asset manager bridged the gap by building a truly global operating model.

            How a modern CRM platform can help transform a firm’s business model

            An end-to-end transformation of a wealth management company’s CRM platform is creating powerful tools to provide hyper-personalization.

            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. Learn more.

              Explore our case studies

              How an insurance business digitally transformed in under a year

              An MGA achieved an end-to-end digital transformation in just 10 months by implementing an innovative modular technology platform. Read our case study.

              Redefining the insurance industry through digital transformation

              We help build a digital NewCo based on simplicity, transparency and trust.


                Regulatory calendar for financial institutions in Europe

                Stay informed and plan ahead! Our regulatory calendar helps you keep track of key dates and deadlines, so you can prepare in time and reduce compliance risks.

                Girl looking at the Moon through a telescope

                The team