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Financial Services

The financial services industry faces technological disruption, evolving regulations and heightened expectations. EY teams help organizations manage complexity, build resilience and provide long-term value. With deep sector expertise and advanced technologies, we help firms adapt to change, manage risk and shape a better future for customers and wider society.

Banking and Capital Markets

The bank of the future will integrate disruptive technologies with an ecosystem of partners to transform their business and achieve growth.

Industry insights

How to scale AI in compliance-driven sectors

In this webcast, leaders from EY, Dell and NVIDIA explore what's holding AI back in these environments and how organizations can overcome those barriers.
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Three strategic priorities for banking CROs in 2026

The 15th annual EY/IIF survey shows how CROs can serve as strategic copilots in navigating today’s complex and volatile risk landscape.
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Eight ways banks can move AI from pilot to performance

Corporate and commercial banks can gain a first-mover advantage by scaling AI in areas of high potential. New report reveals eight drivers of success.
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Services

Capital Markets Services

Tightening monetary policy, economic headwinds, geopolitical risk and increased market volatility are providing both challenges and opportunities to capital markets firms that require strategy, operating model, and infrastructure change.
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Consumer banking and wealth services

EY consumer banking and wealth teams implement integrated solutions to help with profitable growth, operational excellence, and safety and soundness priorities by combining deep market knowledge, innovative thinking and advanced technology.
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Corporate, commercial and SME banking services

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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Financial services risk management

We provide integrated risk management and regulatory services to the banking and capital markets, insurance, wealth and asset management, and private equity sectors.
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Digital Assets and Crypto

EY offers an experienced, multi-disciplinary team that is prepared to assist you in driving toward business opportunity while recognizing the potential risks of not following a thoughtful, informed approach. Our team draws on best practices from serving both traditional financial services firms (across all sectors) and the emerging, digital natives.
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Contacts

Sid Khosla
EY Americas Banking and Capital Markets Leader

Adam Girling
EY Americas Banking and Capital Markets Deputy Leader

Hal Berliner
EY Americas Banking and Capital Markets Leader – Audit Services

Terry Cardew
EY Americas Tax Banking and Capital Markets Leader

Rahul Chandarana
EY-Parthenon Americas Banking and Capital Markets Sector Leader

Nikhil Lele
EY Americas Consulting Banking and Capital Markets Leader

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Insurance Industry

We help property and casualty and life insurers navigate disruption, manage regulatory change and integrate technology to transform and achieve growth.

Industry insights

How insurers are embracing customer-facing applications for GenAI

GenAI survey shows insurers are shifting focus from back office to front office for GenAI.
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Tech diagnostics for a cost-effective, high-performance insurance enterprise

Insurers enhancing digital capabilities often focus on cost control, but this may lead to short-term relief, not long-term transformation.
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How a finance data strategy can transform the insurance CFO’s role

By adopting a unified approach to finance data management, insurance CFOs can build a robust financial ecosystem and drive long-term value.
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Services

Insurance enterprise protection solutions

Our team assists insurance, technology and risk professionals in building advanced risk management, cybersecurity and operational resilience capabilities.
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EY-Guidewire Alliance: Driving insurance innovation

The EY-Guidewire Alliance stands at the forefront of cloud solutions for insurance.
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Finance and actuarial transformation

We help insurers transform their finance function into a valued business partner.
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Life insurance & group benefits transformation and growth

Our team helps executives navigate the changing markets, convergence of financial, protection, wealth and health solutions, while helping to drive growth and long-term value and turn industry challenges into opportunities while strengthening your competitive position.
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Strategic transactions and reinsurance solutions

We help insurers navigate complex reinsurance strategies with end-to-end solutions — from strategic consulting and operational setup to managed services and ongoing compliance. Our integrated experience in actuarial, finance, risk and technology enables faster execution, cost efficiency and sustainable growth.
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Jeff Gill
EY Americas Insurance Sector Leader

Tara Alex
EY Americas Audit Services Insurance Leader

Chris Raimondo
EY Americas Consulting Insurance Leader

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Wealth and Asset Management

EY helps wealth and asset management firms anticipate what's next in digital, tech-enabled transformation and sustainable finance.

Industry insights

How AI simulation accelerates growth in wealth and asset management

AI simulation enables wealth and asset managers to anticipate client behavior and make strategic decisions with greater speed and accuracy.
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Unlocking strategic advantage: Generative AI in wealth and asset management

Wealth and asset managers see cost savings from GenAI in compliance and risk management as well as efficiencies in IT operations.
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Stablecoins: adoption, optimism and regulatory clarity

EY-Parthenon conducted a survey after the Senate approved the GENIUS Act showing progress, adoption and plans for stablecoins.

Services

Solutions to help you accelerate tax transformation

Giving tax the attention it deserves through technology can significantly reduce risks for organizations.
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WAMapps

WAMapps is a single, secure platform that enhances risk management across audit, reporting and tax for asset management and wealth management firms. It leads to sharper insights, more flexible reporting and smoother workflows.
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Global Tax Investing Services

EY's global tax investing services can help custodians, broker dealers, private banks, asset managers, pension funds, family offices, endowments and high net worth individuals be more proactive in meeting, monitoring and managing risks of the expanding and evolving tax requirements in markets where they invest.
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Contacts

Jun Li
EY Global and Americas Wealth & Asset Management Leader

Mike Lo Parrino
EY Americas Wealth and Asset Management Audit Services Leader

Ugur Hamaloglu
EY Americas Wealth & Asset Management Consulting leader

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Key research and reports

Five priorities for insurers: converting uncertainty into opportunity

Faced with persistent uncertainty and volatility, insurers are exploring a broader range of growth opportunities.

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AI in financial services: adoption across sectors

Explore EY's survey report on AI in financial services. Discover reports by sector to illustrate the unique differences in challenges, progress & results.

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Four regulatory shifts financial firms must watch in 2026

As global firms face shifting priorities, localization, digital assets and cybersecurity dominate the regulatory agenda.

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Recognized by industry leaders for our solutions and capabilities

Microsoft 2025 Financial Services Partner of the Year

Snowflake Financial Services Data Cloud Services Partner of the Year 2025

ServiceNow 2025 Industry Partner of the Year, Financial Services – Worldwide

2026 Brickbuilder Specialization: Financial Services

How EY can help

Explore financial services

GenAI: reimagining financial services

EY teams help enable the world’s leading financial services firms to ask the big questions, define strategies to align GenAI capabilities with company value drivers and execute the strategy to capture the value opportunity.

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Financial risk management

We provide integrated risk management and regulatory services to the banking and capital markets, insurance, wealth and asset management, and private equity sectors.

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Digital Assets and Crypto

EY offers an experienced, multi-disciplinary team that is prepared to assist you in driving toward business opportunity while recognizing the potential risks of not following a thoughtful, informed approach.

Learn more

EY Nexus for financial services

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

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Digital transformation

We help companies thrive in the transformative age by refreshing themselves constantly, experimenting with new ideas and scaling successes.

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Technology-fueled transformation for financial services

Tech-forward EY Financial Services solutions help you harness the transformational power of technology, innovation and people to unlock new sources of value at speed and scale.

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Tech delivery services

Our team addresses these issues with comprehensive tech delivery services that strengthen resource models and accelerate transformation, leading to greater agility, efficiency and business growth.

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The Financial services industry team

Sid Khosla

EY Americas Financial Services Vice Chair

Financial services leader. LEGO enthusiast. Gearhead and weekend mechanic. Entrepreneur at heart.

New York, NY, United States

Natalie Deak Jaros

EY Americas Assurance Financial Services Leader

Trusted C-suite advisor. Driver of Assurance innovation and transformation. Champion for the development of future leaders. Wife and mom. Proud Brooklynite.

New York, NY, United States

Ron Giammarco

EY Americas Consulting Financial Services Leader

Dedicated to bringing innovative solutions to complex operational and technology business challenges. Married father. Avid sportsman.

New York, NY, United States

Mike Johnson

EY Americas Tax Financial Services Leader

Proactive tax leader. Passionate about forward-looking tax strategies that empower clients to solve complex business challenges. Proud husband and father of two. Outdoor enthusiast.

Charlotte, NC, United States

Andre Veissid

EY-Parthenon Global and Americas Financial Services Leader

Experienced strategy and management consultant to leading banks, wealth and asset managers, and FinTechs. Avid fiction and non-fiction reader. Doting dad of three. NY Mets, Knicks and Giants loyalist.

New York, NY, United States

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.