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
Reframe your future graffiti artist

NextWave insights

How financial institutions can win the battle for trust

FIs that pivot around customers and deliver connected, personalized experiences can enhance trust and deepen financial relationships. Read more.

11 Jun 2021 Nikhil Lele + 2

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.

22 Apr 2021 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.

11 Mar 2021 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.

02 Nov 2020 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.

    21 Jun 2021 EY-Global EY-Global

    How digitalization can drive personalization in wealth management

    Digitization is changing wealth relationships, but clients’ willingness to share data holds the key to ensuring that technology enhances personalization. Learn more.

    22 Apr 2021 Nalika Nanayakkara + 3

    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.

    22 Apr 2021 Nalika Nanayakkara + 3

    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.

    10 Dec 2020 Christopher Schmitz + 1

    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.

    16 Sep 2019 Jay Pather

      How EY can help

      • 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

      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

      Nadine Mirchandani

      EY Global Deputy Vice Chair – Strategy and Transactions

      Over 20 years of experience in leading financial services, corporate and private equity transactions. Advisor to both sell- and buy-side.

      New York, USA

      David Lambert

      EY Global Insurance Strategy and Transactions Leader

      Helping clients to assess the merits of investing into, or divesting of, companies in the insurance sector.

      London, GBR

      Charlie Alexander

      EY MENA Financial Services Leader

      Experienced global financial services professional. Worked in Europe, Asia-Pacific and MENA. Building lasting relations by doing the right thing. Travel and sports fan. Husband and father of three.

      Dubai, ARE

      Jeff Soar

      EY Global Law Leader

      EY Global Law Leader with over 25 years of experience. Rugby and cricket fan. Lives in the countryside with wife and son. Loves the great outdoors.

      London, GBR

      Keith Pogson

      EY Global Assurance Leader, Banking & Capital Markets and EY Asia-Pacific Financial Services Senior Partner

      Financial services advisor. Thought leader. Public speaker. HKICPA and ICAEW Fellow. Active advocate for gender equality.

      Hong Kong SAR, CHN

      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

      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.