Financial Services

We can help you stay focused on the future of financial services - one that is stronger, fairer and more sustainable.


Our latest thinking

How insurers can quantify EBITDA uplift from AI investment

The EY.ai Insurance Value Accelerator helps Australian insurers to rapidly prioritise AI value cases. Read how.

Lessons and advice for CPS 230 project teams in the final stretch

CPS 230 compliance is due by July 1, 2025. Entities must integrate new standards, manage MSPs, validate tolerance levels, and collaborate early to meet regulations.

Five ways banking CROs are increasing agility

The EY/IIF bank risk management survey highlights the need for increased agility against diversifying risks. Find out more.

What to expect from global financial services regulation in 2025

In this webcast, panelists discuss 2025 regulatory direction and how to prepare. Learn more.

The Better Finance podcast

Myles Corson explores the role of finance in the business world, and how it could continue to evolve with the adoption of new technology and procedures.

Australian AI Sentiment Report: Presenting the Australian nation’s view on AI

How are everyday Australians feeling about AI? And what does this mean for the organisations they rely on for everyday goods and services?

The future of treasury services and the opportunity for banks

Learn more about the latest Voice of the Treasurer research and the opportunities for banks.

Why financial crime prevention is a crucial battle for banks today

In this episode, industry leaders dive into the societal impact of financial crime and the innovative strategies being employed to combat it. Learn more.

17m 3s

How banks can develop a winning strategy in cross-border payments

Our global payment leaders reveal strategies for banks to thrive in the dynamic, global cross-border payments market. Download the report.

How will GenAI shape tax and finance transformation?

GenAI may help tax and finance functions struggling with cost, talent and regulatory pressures. Transforming operating models can help integrate it.

Sustainability questions for Australian FI boards

5 sustainability questions Australian financial institution board members should be asking

How can a strategic transformation mindset unlock long-term value?

Confident CEOs embrace corporate transformation mindset, using M&A and technology to navigate challenges and create long-term value. Read more.

How government can keep Australian fintechs powering the economy

The eighth EY FinTech Australia Census finds the sector needing new focus to continue to drive economic growth and remain a world leader.

EY Nexus: business transformation platform for financial services

EY Nexus, a transformative platform, accelerates innovation, unlocks value in your ecosystem, and powers frictionless business.

Artificial Intelligence

We help businesses build their own automation capabilities to improve governance, reduce costs and help create long-term value.

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.

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.

How should Asia-Pacific banks push the frontiers of transformation?

Current thinking around innovative transformation and how regional institutions are futureproofing themselves for success.

How COP28 can inspire meaningful climate action

This episode explores the upcoming COP28 and the first-ever Global Stocktake to assess climate change progress across the world. Listen now.

26m

How Australia’s financial institutions are approaching CPS 230 on Operational Risk and Resilience

In August 2023, 400 FS leaders joined an EY webcast to discuss how Australian institutions are tackling CPS 230 compliance.

How can the net zero transition create a nature-positive advantage?

Explore how Australia’s net zero goals could support a nature positive economy, biodiversity conservation, environmental protection and sustainability.

Major Australian banks’ 2023 full-year results: the hunt for growth

The Australian major banks have posted strong full-year earnings. Despite highly competitive pricing during the year, cash rate rises flowed through to higher revenues and expanded net interest margins. The increased earnings also underpinned improved return on equity (ROE) for the banks.

EY Financial Services Law Webcast Series - October 2023

In this webcast, our EY Panellists discussed recent legal and regulatory developments impacting financial services professionals, with a particular focus on climate change and sustainability.

How can Asia-Pacific banks attract Gen Z to be future banking leaders?

Attracting Gen Z talent toward future leadership roles in Asia-Pacific banks – here are two approaches that leadership should consider.

Soumee De + 1

How CROs can navigate a changing banking landscape in Asia-Pacific

In this episode, we seek to prioritize the biggest risks facing the Asia-Pacific banking industry today. Learn more.

25m 25s

EY Financial Services Law Webcast 2023

At the first virtual event in our Financial Services Law Webcast Series for 2023, our EY specialists discuss recent legal and regulatory developments impacting financial services professionals.

How to strengthen cyber resilience in Asia-Pacific banks

In this episode, we explore the role of cyber resilience as a critical strategic priority for Asia-Pacific banks. Learn more.

27m 1s

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.

Major Australian banks’ 2023 half-year results: Walking the tightrope

The Australian major banks delivered positive half-year results, with higher earnings pushing up return on equity. Cash rate rises drove higher revenues and net interest margin expansion, and a resilient Australian economy continued to support credit growth and credit quality.

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.

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.

    Our latest thinking

    Lessons and advice for CPS 230 project teams in the final stretch

    CPS 230 compliance is due by July 1, 2025. Entities must integrate new standards, manage MSPs, validate tolerance levels, and collaborate early to meet regulations.

    How insurers can accelerate value creation from gaps to gains

    Wherever there’s a protection gap, insurers have opportunities to innovate and grow. Read more of the 2025 Global Insurance Outlook findings.

    Australian AI Sentiment Report: Presenting the Australian nation’s view on AI

    How are everyday Australians feeling about AI? And what does this mean for the organisations they rely on for everyday goods and services?

    How will GenAI shape tax and finance transformation?

    GenAI may help tax and finance functions struggling with cost, talent and regulatory pressures. Transforming operating models can help integrate it.

    Unlocking business potential through IFRS 17 data

    In this webcast, panellists will explore how insurers can leverage IFRS 17 data to drive performance and inform strategic decisions.

    Sustainability questions for Australian FI boards

    5 sustainability questions Australian financial institution board members should be asking

    How can a strategic transformation mindset unlock long-term value?

    Confident CEOs embrace corporate transformation mindset, using M&A and technology to navigate challenges and create long-term value. Read more.

    How Japan’s leading online insurer achieved ambitious growth

    In moving to a global accounting standard IFRS, LIFENET, Japan’s pioneer online insurer, is generating compelling evidence for investors. Learn more.

    Five areas where insurance CROs can provide strategic leadership

    The inaugural EY/IIF insurance risk management survey shows how CROs are strengthening core capabilities and serving as strategic advisors. Learn more.

    How increased trust and transparency can unlock growth

    Explore the EY Global Insurance Industry Outlook. Learn more.

    How can the net zero transition create a nature-positive advantage?

    Explore how Australia’s net zero goals could support a nature positive economy, biodiversity conservation, environmental protection and sustainability.

    How COP28 can inspire meaningful climate action

    This episode explores the upcoming COP28 and the first-ever Global Stocktake to assess climate change progress across the world. Listen now.

    26m

    How government can keep Australian fintechs powering the economy

    The eighth EY FinTech Australia Census finds the sector needing new focus to continue to drive economic growth and remain a world leader.

    Artificial Intelligence

    We help businesses build their own automation capabilities to improve governance, reduce costs and help create long-term value.

    EY Financial Services Law Webcast Series - October 2023

    In this webcast, our EY Panellists discussed recent legal and regulatory developments impacting financial services professionals, with a particular focus on climate change and sustainability.

    How Australia’s financial institutions are approaching CPS 230 on Operational Risk and Resilience

    In August 2023, 400 FS leaders joined an EY webcast to discuss how Australian institutions are tackling CPS 230 compliance.

    IFRS 17 – now we are live and what’s next?

    IFRS 17 – now we are live and what’s next?

    What IFRS 17 KPIs should insurers focus on — now, next and beyond

    In this webcast, we will discuss how insurers are amending their financial statements and updating their key performance indicators due to the new IFRS 17 accounting standard.

    EY Nexus: business transformation platform for financial services

    EY Nexus, a transformative platform, accelerates innovation, unlocks value in your ecosystem, and powers frictionless business.

    EY Financial Services Law Webcast 2023

    At the first virtual event in our Financial Services Law Webcast Series for 2023, our EY specialists discuss recent legal and regulatory developments impacting financial services professionals.

    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.

    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.

      Our latest thinking

      Lessons and advice for CPS 230 project teams in the final stretch

      CPS 230 compliance is due by July 1, 2025. Entities must integrate new standards, manage MSPs, validate tolerance levels, and collaborate early to meet regulations.

      What to expect from global financial services regulation in 2025

      In this webcast, panelists discuss 2025 regulatory direction and how to prepare. Learn more.

      Top 10 resolutions for wealth and asset management success in 2025 

      Our global outlook highlights 10 resolutions that wealth and asset managers should take to drive growth in 2025.

      Jun Li + 3

      The Better Finance podcast

      Myles Corson explores the role of finance in the business world, and how it could continue to evolve with the adoption of new technology and procedures.

      Four regulatory priorities to drive financial institutions' focus in 2025

      Our Global Financial Services Regulatory Outlook has four regulatory priorities to drive financial institutions' focus in 2025. Download the report.

      Australian AI Sentiment Report: Presenting the Australian nation’s view on AI

      How are everyday Australians feeling about AI? And what does this mean for the organisations they rely on for everyday goods and services?

      How can alternative fund managers shape new horizons of opportunity?

      Alternative fund managers see growing demand from a new investor class that not only offers opportunities but challenges. Discover more.

      How will GenAI shape tax and finance transformation?

      GenAI may help tax and finance functions struggling with cost, talent and regulatory pressures. Transforming operating models can help integrate it.

      Sustainability questions for Australian FI boards

      5 sustainability questions Australian financial institution board members should be asking

      How can a strategic transformation mindset unlock long-term value?

      Confident CEOs embrace corporate transformation mindset, using M&A and technology to navigate challenges and create long-term value. Read more.

      How to navigate the US$18t wealth management challenge

      Wealth managers must shift the narrative to ride the breaking inheritance wave – and avoid running aground. Learn more.

      How government can keep Australian fintechs powering the economy

      The eighth EY FinTech Australia Census finds the sector needing new focus to continue to drive economic growth and remain a world leader.

      How financial firms can prepare for the 2024 regulatory landscape

      Financial services firms will need to prioritize both event-driven and existing regulations to capitalize on untapped opportunities. Learn more.

      Artificial Intelligence

      We help businesses build their own automation capabilities to improve governance, reduce costs and help create long-term value.

      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.

      How can the net zero transition create a nature-positive advantage?

      Explore how Australia’s net zero goals could support a nature positive economy, biodiversity conservation, environmental protection and sustainability.

      How COP28 can inspire meaningful climate action

      This episode explores the upcoming COP28 and the first-ever Global Stocktake to assess climate change progress across the world. Listen now.

      26m

      How can Asia-Pacific banks attract Gen Z to be future banking leaders?

      Attracting Gen Z talent toward future leadership roles in Asia-Pacific banks – here are two approaches that leadership should consider.

      Soumee De + 1

      Major Australian banks’ 2023 full-year results: the hunt for growth

      The Australian major banks have posted strong full-year earnings. Despite highly competitive pricing during the year, cash rate rises flowed through to higher revenues and expanded net interest margins. The increased earnings also underpinned improved return on equity (ROE) for the banks.

      EY Financial Services Law Webcast Series - October 2023

      In this webcast, our EY Panellists discussed recent legal and regulatory developments impacting financial services professionals, with a particular focus on climate change and sustainability.

      EY Nexus: business transformation platform for financial services

      EY Nexus, a transformative platform, accelerates innovation, unlocks value in your ecosystem, and powers frictionless business.

      Are you reframing the future of asset management or is it reframing you?

      AI can help unlock the transformational change that asset managers need to remain relevant in a radically different future. Learn more.

      How should Asia-Pacific banks push the frontiers of transformation?

      Current thinking around innovative transformation and how regional institutions are futureproofing themselves for success.

      How Australia’s financial institutions are approaching CPS 230 on Operational Risk and Resilience

      In August 2023, 400 FS leaders joined an EY webcast to discuss how Australian institutions are tackling CPS 230 compliance.

      EY Financial Services Law Webcast 2023

      At the first virtual event in our Financial Services Law Webcast Series for 2023, our EY specialists discuss recent legal and regulatory developments impacting financial services professionals.

      When volatility causes complexity, how can wealth managers create opportunity?

      The 2023 research shows investors are on the move. Can wealth managers meet the moment by finding new ways to empower clients amid complexity?

      Mike Lee + 3

      How wealth managers can secure assets in flux

      Learn how asset movement creates opportunities for wealth managers.

      Mike Lee + 3

      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?

      Mike Lee + 3

      Beyond disclosure: how to prepare for the next phase of the Design and Distribution Obligations (DDO)

      The DDO regime is a game changer for Australia’s financial firms – even if they don’t realise it yet

      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.

      Mike Lee + 2

      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.

        Our latest thinking

        Reporting ready: Preparing for assurance of climate-related disclosures

        Australian companies are approaching the era of mandatory reporting and assurance over climate-related financial information. Readiness is crucial.

        How will climate transition planning empower you to shape the future?

        The sixth EY Climate Action Barometer shows an increase in companies reporting on climate but falling short of carbon ambitions. Learn more.

        Pip Best + 1

        Sustainability questions for Australian FI boards

        5 sustainability questions Australian financial institution board members should be asking

        How can a strategic transformation mindset unlock long-term value?

        Confident CEOs embrace corporate transformation mindset, using M&A and technology to navigate challenges and create long-term value. Read more.

        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.

        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.

        EY Sustainable Finance Index 2022: How to put ESG back on track

        Financial institutions are reaffirming their commitment to ESG and sustainability. Progress is being made, but more action needs to be taken. Learn more.



          Explore our case studies

          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.

          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.

          How the last financial crisis has driven improved resilience of banks

          Banking insolvencies during the 2008 financial crisis highlighted areas that needed strengthening in the wider banking regulatory framework. Learn more.

          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.

          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.

          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.

            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.

            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.

            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.

            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.

              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.

              Redefining the insurance industry through digital transformation

              We help build a digital NewCo based on simplicity, transparency and trust.


                Ecosystems in Financial Services

                Explore how harnessing the power of digital ecosystems can make finance effortless and create value for all stakeholders.



                Explore Financial Services in our regions

                       

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