EY Innovation Studio | Empowering financial security and wellness

Reframing retirement with the EY Innovation Studio

EY Innovation Studio (EYIS) engages the financial services ecosystem to spark positive change in a disruptive era. EYIS addresses the increasing demand for the industry to lead with purpose and address our country’s financial security and wellness disparities.

The first step is for firms to redefine their value propositions and transform how they deliver that value to consumers. The most compelling opportunities exist at the intersection of innovation, technology and customer centricity. Longer term, we believe the industry will become a highly connected and dynamic retirement ecosystem that is focused on market needs and effectively executes purpose-driven strategies.

Through immersive, multidisciplinary sessions, EYIS helps senior executives think beyond established boundaries and common barriers. Leaders from firms across the industry convene to generate diverse ideas and actionable insights that can reframe retirement, shape social impact agendas and improve consumer outcomes. Our sessions help participants envision the future, formulate plans to seize tomorrow’s high-growth opportunities and conceptualize optimal transformation strategies.

Our first cohort of EY Innovation Studio: Empowering financial security and wellness sessions will focus on reframing retirement. This event will include themes such as:

• Reframing the future of financial services and retirement
• Building the business case for transformation
• Uncovering opportunities for sustainable innovation and strategic agility
• Incorporating accelerators and use cases that can create long-term value for businesses and consumers

An evolving policy and regulatory landscape. Profound demographic changes. Rising economic inequality and the lack of financial inclusion. Fundamentally new notions of employment and careers. Relentless technology advancements. Rising consumer expectations for rich and personalized experiences. Intense competition from nontraditional players and disruptors.

These are among the greatest challenges faced by all of the firms involved in the retirement industry — wealth managers, asset managers, insurance providers, financial advisors, recordkeepers, plan sponsors, consultants, tech providers, ops providers and retirement associations.

The global EY team of retirement professionals is focused on the industry’s most urgent issues and compelling opportunities. Through EYIS, we are engaging across the retirement ecosystem on strategies and services to help organizations remain relevant now and in the future.

Let’s empower financial security and wellness while reframing retirement together.