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.
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Financial Services
We can help you stay focused on the future of financial services - one that is stronger, fairer and more sustainable.
- Sustainability
- Banking & Capital Markets
- Insurance
- Wealth & Asset Management
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.
20 Nov 2023
Gill Lofts
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.
08 Nov 2023
Gill Lofts
Our latest thinking
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.
28 Nov 2023
Jan Bellens
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.
10 Jul 2023
Jan Bellens
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.
05 Jun 2023
EY Global
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.
10 Jan 2023
Jan Bellens
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.
21 Oct 2022
Alla Gancz
Our latest thinking
How increased trust and transparency can unlock growth
Explore the EY Global Insurance Industry Outlook. Learn more.
29 Nov 2023
Isabelle Santenac
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.
17 Jul 2023
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.
16 Mar 2023
Simon Burtwell
Our latest thinking
How wealth managers can secure assets in flux
Learn how asset movement creates opportunities for wealth managers.
24 Apr 2023
Mike Lee
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?
24 Apr 2023
Mike Lee
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.
02 Feb 2023
Mike Lee
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.
15 Nov 2022
Natalie Jaros
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- Banking & Capital Markets
- Wealth & Asset Management
- Insurance
Explore our case studies
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.
14 Sep 2023
Matt Cox
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.
21 Jul 2023
Mike Lee
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.
01 Mar 2023
David Deane
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.
17 Jan 2023
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.
01 Sep 2020
Ryan Battles
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.
26 Aug 2020
Nigel Moden
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.
29 Jul 2020
Andrew Gilder
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.
30 Jan 2020
EY Global
Explore our case studies
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.
30 Jan 2023
Paul Kelly
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.
28 Sep 2022
Gurdeep Batra
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.
01 Jul 2021
Thomas Arnold
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.
13 Jul 2020
Alex Birkin
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.
27 Apr 2023
David Connolly
Redefining the insurance industry through digital transformation
We help build a digital NewCo based on simplicity, transparency and trust.
01 Jun 2020
David Connolly
How EY can help
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A platform to help wealth and asset managers harness data and technology to generate client- centric advice. Learn more.
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A transformative solution that helps accelerate innovation, unlocks value in your ecosystem and powers frictionless business. Learn more.
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A transformative solution that accelerates innovation, unlocks value in your ecosystem, and powers frictionless business. Learn more.
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EY Nexus, a transformative platform, accelerates innovation, unlocks value in your ecosystem, and powers frictionless business.
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EY teams can help solve the most complex workforce challenges in banks of all sizes and operating models. Find out how.
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EY consumer banking and wealth technology solutions are designed to drive operational excellence and profitable growth. Learn more.
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EY-Parthenon financial services strategy consulting can help create value for banking and capital markets, wealth and asset management, and insurance.
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Discover how EY teams work with startup and scale-up FinTech companies and financial institutions to innovate and transform for growth.
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EY teams help insurers transform finance functions to become active leaders and value creators for the entire business.
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Tax and Finance Operate (TFO) helps banks reimagine their tax and finance function and co-source select activities. Learn more.
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Our Reporting and Calculation Platform (RCP) can help your business simplify reporting and calculation of IFRS 17. Find out how.
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EY Mobility Pathway Business Traveler is a tool that helps banks monitor cross-border risks. Watch this video and schedule a call.
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Value creation is at the core of every transaction investment thesis. Our business is organized, resourced and led to help private equity firms transform companies and increase their ability to create more value across their portfolio.
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Our Corporate, Commercial and SME (CCSB) Banking services team can help your business navigate through rising market expectation. Learn more.
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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.
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Our skilled teams, operational efficiencies enabled by innovative technology and flexible global delivery service centers can help you manage financial crime risk in a cost-effective, sustainable way.
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We help you implement strategies to improve efficiency across your firm’s value chain, increasing margins while reducing long-term costs and risk.
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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.
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Our Global Regulatory Network, consisting of former regulators and bankers from the Americas, Asia and Europe, provides strategic insights on financial regulation that helps clients adapt to the changing regulatory landscape.
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Our payments professionals can help your business enhance innovation, drive growth and improve performance. Find out more.
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EY cost transformation teams help banks to optimize profits and fund transformation. Find out more.
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EY Managed Services revolutionizes non-core but board-critical activities to help financial services companies build long-term value. Learn more.
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Explore Financial Services
Our Global team
Gary Hwa
EY Global Financial Services Markets Executive Chair and EY Asia-Pacific Financial Services Regional Managing Partner
Passionate change-agent across the financial services industry. Avid golfer. Global sports fan. Father of two.
Hong Kong SAR, CHN
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
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
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
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
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
