Tax and Finance Operate

EY teams help financial services companies reimagine tax and finance operating models to address evolving regulation, technology and talent demands. Our Tax and Finance Operate (TFO) solution can help banks co-source select activities, leveraging our significant investment in technology, people and process.

What EY can do for you

Banks’ tax and finance functions face dynamic pressures staying on top of legislative and regulatory change globally, keeping pace with technology, and attracting and retaining professionals with future-focused skills. These functions face a tall order: do more and contribute more with fewer resources and continuing pressure to reduce costs, in a rapidly changing world of risk and regulation. How can they be equipped with digital capabilities that evolve alongside the market, with human help whose talents also must adapt?

The TFO solution supports banks with a new tax and finance co-sourcing operating model to help manage risk and improve visibility, realize increased value from data, drive innovation and new ideas, and improve efficiencies.

Leveraging EY’s capabilities to help banks

Tax function improvement

Design and help implement future-proof tax and finance functions. Gain efficiencies through the right mix of co-sourcing, technology, and internal capabilities across tax compliance, tax accounting, tax controversy and tax advice.

Customer tax operations and reporting

Meet customer-related regulatory obligations through an integrated suite of Customer Tax Operations and Reporting Services (CTORS), supported by EY teams across the globe and underpinned by leading technology.

People and workforce

Effectively harness the people agenda as part of a cohesive business strategy that includes integrated workforce mobility, powerful workforce analytics and people advisory services.

Tax guidance

Provide tax advice that blends technology and business acumen to focus on consistency, compliance and banks’ strategic objectives. 

Our latest thinking

How agentic automation is shaping the future of financial services

Financial services are shifting from RPA to agentic automation, using AI agents to drive smarter operations, enhance risk management and improve customer experiences.

Expectations from Union Budget 2026: Agri sector’s access to finance

Union Budget 2026 is expected to expand affordable, climate-ready agricultural credit, strengthen Kisan Credit Cards, and improve access for women farmers.

Digital customer onboarding: The next leap in BFSI customer onboarding

Discover how Indian banks can use digital onboarding and Gen AI to deliver faster, trusted, and personalized banking experiences for the next generation.

10 things to know if you are looking to raise sustainable finance (SF)

Discover 10 key steps to raise sustainable finance effectively, from setting goals and choosing instruments to structuring deals and reporting impact.

How financial services are strategically investing in technology

Read how financial services firms are investing in tech along with ROI alignment, cybersecurity, technologies like GenAI, quantum computing and sustainable tech.

14m 18s

From pilots to scale: How financial services firms invest in technology

FS firms in 2025 focused on cloud, AI, cybersecurity, core modernization, and customer experience; 2026 priorities shift to ROI, governance, and cost optimization.

RBI gold loan guidelines 2025: Impact assessment and key changes

Read our full report on the significant changes in RBI's Gold Loan Guidelines for 2025 and their potential impact on the financial landscape in India.

How financial services are adapting to global outsourcing trends

Explore GBS evolution in financial services, addressing regulatory challenges, digital transformation, and AI innovation for operational excellence.

How Agentic AI can transform industries by 2028

Agentic AI: Transforming industries by 2028 with autonomous decision-making, improved efficiency, and ethical frameworks. Learn how it’s reshaping businesses.

Insight into the present and future of Indian affordable housing

India's affordable housing market is growing rapidly, driven by urbanization, Tier-II/III cities, and policies. EY highlights trends, challenges, and solutions.

How India is enhancing GIFT City’s value as a global corporate treasury hub

Explore how CTCTCs optimize global treasury operations, key benefits, GIFT City’s role, IFSCA guidelines, and emerging opportunities in financial management.

Building future-ready workforce in banking sector leveraging DPI

Repurposing talent for digital India by leveraging DPI in banking. Analyze trends to develop effective skilling strategies using Digital Public Infrastructure.

Tapping into data management and data lineage strategies for Banks and their Global Capability Centers (GCCs)

Discover how banks and GCCs leverage data lineage beyond compliance, transforming it into a strategic enabler for governance, risk management, and decision-making.

What fintech and payments firms must know to ensure data privacy 

DPDP Act & Draft Rules 2025: Learn how fintech and payments firms can strengthen data security, ensure privacy compliance, and secure customer trust.

How fintech companies can navigate accounting and reporting challenges

Explore key accounting practices for FinTech lending to ensure growth, compliance, and risk mitigation while leveraging automation for financial reporting.

Strategizing year-end closure for FY 2025 and beyond: A guide for financial services

Discover key strategies and regulatory updates for financial services to navigate FY 2025 year-end reporting, compliance, and governance effectively. Find out more.

Year-end considerations FY 2024-25: Navigating the evolving accounting landscape

Navigate key financial reporting changes for FY 2024-25. Explore accounting updates, regulatory shifts, and disclosure trends to enhance compliance and transparency.

The digital payments ecosystem of India: Planning security today for a resilient tomorrow

Explore how India’s digital payments ecosystem can prioritize cybersecurity and compliance to ensure long-term resilience and consumer trust in 2025.

How financial services can evolve to stay relevant for Gen Z

Discover how India’s financial services sector can stay relevant for Gen Z by adopting digital-first strategies, ESG alignment, and personalization tools.

Bridging India's sustainable finance gap

India can bridge its sustainable finance gap by aligning ESG goals, scaling green finance & investments, and enabling public-private collaboration in 2025.

How global companies can demystify complex global bank fee structure 

Learn to simplify global bank fees for corporate treasury. Demystify complex structures and achieve fee rationalization for global companies.

Leading beyond finance: In conversation with Soma Ghosh

Discover leadership insights with Soma Ghosh, Head of Finance, ZF Group, India, as she discusses trust, balance, mentorship & transformation in ‘Inspiring Voices.

49m 1s

CFOs at the helm of Finance Transformation

Finance Transformation: Leveraging tech, data, and talent for strategic finance management and growth. Discover our scorecard approach for real-time insights and efficiency.

12m 37s

How strategic reforms and innovation can drive India’s export growth

India targets $2 trillion exports by 2030 with strategic reforms, innovation, and a focus on digital solutions and MSME support.

The role of FinTech in building Viksit Bharat

Explore how India’s FinTech ecosystem, digital lending, and financial services are driving innovation and inclusive growth for a progressive Viksit Bharat.

Transforming data privacy: Digital Personal Data Protection Rules, 2025

Read the Digital Personal Data Protection Rules 2025 outlining data principal rights, itemized notices, breach response, parental consent, and SDFs obligations for compliance.

How much productivity can GenAI unlock in India? The AIdea of India 2025

Explore AIdea of India 2025 to find out how Gen AI is transforming industries, boosting productivity & reshaping India’s digital economy with innovation.

Scaling finance transformation with Blackline

Explore the EY-BlackLine alliance in our series, revolutionizing finance with AI solutions for operational excellence and digital transformation.

29m 2s

AIdea 2025 report - Industries in transformation: Financial Services

GenAI is revolutionizing India's financial services sector, boosting engagement, enhancing risk management and driving 34%-40% productivity gains by 2030.

How can India drive financial inclusion through technology and literacy

Explore India's journey to financial inclusion via digital innovation, policy reforms, and improved literacy for sustainable development.

How EY and HighRadius are transforming finance

Dive into AI's transformative role in finance with EY's latest podcast, discussing strategic alliances and trends that are reshaping finance operations.

26m 58s

Money in motion: Enabling the evolving finance sector with wealthtech

Explore how wealthtech is transforming finance, offering innovative solutions for a dynamic industry and enhancing customer wealth management. Learn more.



    Contact us
    Like what you’ve seen? Get in touch to learn more.