NextWave Financial Services: Financial Well-being

To succeed with tomorrow’s consumers, financial services must become a data-driven, differentiated and hyper-personalized experience.
Featured Thinking

How can banks transform for a new generation of customers?

Jan Bellens 07 Oct 2021
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NextWave insights

How can insurance protect customers who need it most?

An EY survey of insurance consumers reveals how the pandemic shifted financial well-being and prompted interest in new insurance protections. Read the findings.

Where will wealth take clients next?

Wealth managers must use deeper, richer insights to provide clients with more holistic, tailored, and meaningful experiences. Learn more.

Nalika Nanayakkara + 3

Five questions about banking in today’s digital age, answered

EY’s banking leaders discuss how banks can best use their data to make financial products more engaging, to better serve their customers.

Kathleen Calabro + 1

Why financial well-being should be integral to banks’ customer strategy

With FinTechs offering customers greater opportunity to manage their financial health, traditional banks should follow suit.

Jan Bellens

    Our latest thinking

    Five actions to implement behavioral economics in financial services

    Behavioral economics has a place in many industries, especially financial services, where employing BE has great potential. Learn why.

    EY-Global EY-Global

    Will financial services build ecosystems, or just be a participant?

    As digital ecosystems redefine the global marketplace, financial institutions must decide what role they will play, or risk losing relevance fast.

    Christopher Schmitz + 1

    How to connect diverse experiences across wealth

    The services clients need and value are changing fast. Can wealth providers adapt to a very different future? Learn more.

    Nalika Nanayakkara + 3

    How the world’s first behavioral bank is focusing on customer needs

    Improving customers’ financial health required a bold, new approach to building the world’s first behavioral bank.

    Jay Pather

      How EY can help

      • Digital enterprise transformation

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

        Read more

      • Digital transformation in insurance

        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.

        Read more

      • 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.

        Read more

      • FinTech and Ecosystems

        Discover how EY teams work with startup and scale-up FinTech companies and financial institutions to innovate and transform for growth.

        Read more

      The team

      Jan Bellens

      EY Global Banking & Capital Markets Sector Leader
      Passionate leader on innovation in financial services, especially in emerging markets. Global citizen. Keen traveler.
      New York, USA

      Isabelle Santenac

      EY Global Insurance Leader
      Passionate transformation insurance leader. Inspiring the next generation of female leaders. Proud mother of three. Trail runner. Golfer. Skier. Loves traveling and cooking.
      Paris La Défense, FRA

      Mike Lee

      EY Global Wealth & Asset Management Leader
      Spirited leader for wealth and asset management. Champion for change. Driven to produce better outcomes and simplify the complex. Passionate about family, friends and sports.
      New York, USA

      Alex Birkin

      EY EMEIA Financial Services Consulting Leader and Managing Partner
      Focused on creating the world’s leading transformation consultancy, trusted to help EY clients generate long-term value. Passionate about cars. Keen golfer. Husband and father of three.
      London, GBR

      Nikhil Lele

      EY Americas Consulting Banking and Capital Markets Leader
      Working toward advancing industry dialogue. Staying at the forefront of key challenges. Helping leaders navigate strategic opportunities and constraints across the financial ecosystem.
      New York, USA

      Peter Manchester

      EY Global Insurance Solutions Leader
      Leader in insurance transformation and strategy. Active interest in new entrants. Uses leading-edge technology to transform the customer experience and insurance landscape.
      London, GBR

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