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Financial Services

The financial services industry faces technological disruption, evolving regulations and heightened expectations. EY teams help organizations manage complexity, build resilience and provide long-term value. With deep sector expertise and advanced technologies, we help firms adapt to change, manage risk and shape a better future for customers and wider society.

Banking and Capital Markets

The bank of the future will integrate disruptive technologies with an ecosystem of partners to transform their business and achieve growth.

Industry insights

Pressing issues for tax leaders transitioning to the IRS IRIS platform

As the IRS transitions 1099 reporting to IRIS, tax leaders must take immediate readiness steps to support timely preparation.
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Why tokenized collateral needs a cross-rail strategy

Tokenized collateral offers new collateral management choices, but firms need visibility across traditional and digital infrastructures.
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Seven signals shaping the next phase of blockchain payments

EY-Parthenon research shows blockchain payments moving from exploration to implementation, with the competitive frontier emerging above the rail.
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Services

Capital Markets Services

Tightening monetary policy, economic headwinds, geopolitical risk and increased market volatility are providing both challenges and opportunities to capital markets firms that require strategy, operating model, and infrastructure change.
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Consumer banking and wealth services

EY consumer banking and wealth teams implement integrated solutions to help with profitable growth, operational excellence, and safety and soundness priorities by combining deep market knowledge, innovative thinking and advanced technology.
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Corporate, commercial and SME banking services

EY is helping banks shift their focus back to growth, placing an increased emphasis on client experience, new technology and operational efficiency.
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Financial services risk management

We provide integrated risk management and regulatory services to the banking and capital markets, insurance, wealth and asset management, and private equity sectors.
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Digital Assets and Crypto

EY offers an experienced, multi-disciplinary team that is prepared to assist you in driving toward business opportunity while recognizing the potential risks of not following a thoughtful, informed approach. Our team draws on best practices from serving both traditional financial services firms (across all sectors) and the emerging, digital natives.
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Contacts

Sid Khosla
EY Americas Banking and Capital Markets Leader

Adam Girling
EY Americas Banking and Capital Markets Deputy Leader

Hal Berliner
EY Americas Banking and Capital Markets Leader – Audit Services

Rahul Chandarana
EY-Parthenon Americas Banking and Capital Markets Sector Leader

Nikhil Lele
EY Americas Consulting Banking and Capital Markets Leader

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Insurance Industry

We help property and casualty and life insurers navigate disruption, manage regulatory change and integrate technology to transform and achieve growth.

Industry insights

How insurers can implement GenAI in insurance actuarial operations

GenAI, richer data and intelligent operating models are empowering actuarial teams to deliver greater value across insurance.
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Five ways insurance CFOs drive value from transformation investments

According to EY research, CFOs in the insurance industry are focused on reducing costs, adding value and optimizing tech and talent.
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Five priorities for insurers: converting uncertainty into opportunity

Faced with persistent uncertainty and volatility, insurers are exploring a broader range of growth opportunities.
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Services

Insurance enterprise protection solutions

Our team assists insurance, technology and risk professionals in building advanced risk management, cybersecurity and operational resilience capabilities.
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EY-Guidewire Alliance: Driving insurance innovation

The EY-Guidewire Alliance stands at the forefront of cloud solutions for insurance.
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Finance and actuarial transformation

We help insurers transform their finance function into a valued business partner.
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Life insurance & group benefits transformation and growth

Our team helps executives navigate the changing markets, convergence of financial, protection, wealth and health solutions, while helping to drive growth and long-term value and turn industry challenges into opportunities while strengthening your competitive position.
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Strategic transactions and reinsurance solutions

We help insurers navigate complex reinsurance strategies with end-to-end solutions — from strategic consulting and operational setup to managed services and ongoing compliance. Our integrated experience in actuarial, finance, risk and technology enables faster execution, cost efficiency and sustainable growth.
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Life, annuity and group benefits core modernization

We stand at the forefront of driving agility and growth through core modernization for life, annuity and group benefits insurers.
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Jeff Gill
EY Americas Insurance Sector Leader

Tara Alex
EY Americas Audit Services Insurance Leader

Chris Raimondo
EY Americas Consulting Insurance Leader

Jeremy Spier
EY-Parthenon Americas Insurance Sector Leader

Philip J. Randall
EY Americas Insurance Assurance Advisory Leader

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Wealth and Asset Management

EY helps wealth and asset management firms anticipate what's next in digital, tech-enabled transformation and sustainable finance.

Industry insights

Private credit risk: Why credit quality dispersion matters more than default rates

Private credit’s growing appeal masks critical nuances in risk and performance that leaders must evaluate to make more informed decisions.
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How a real estate data strategy can add top- and bottom-line gains

A holistic data strategy that addresses disparate, fragmented data sources can enable powerful front- and back-of-house insights.
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How digital workers are redefining asset management

Digital workers powered by agentic AI are helping to unlock operational excellence and strategic value at a critical inflection point.
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Services

The future of asset management: strategies for differentiation

Strategic clarity today will determine tomorrow’s competitive advantage.
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Solutions to help you accelerate tax transformation

Giving tax the attention it deserves through technology can significantly reduce risks for organizations.
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WAMapps

WAMapps is a single, secure platform that enhances risk management across audit, reporting and tax for asset management and wealth management firms. It leads to sharper insights, more flexible reporting and smoother workflows.
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Global Tax Investing Services

EY's global tax investing services can help custodians, broker dealers, private banks, asset managers, pension funds, family offices, endowments and high net worth individuals be more proactive in meeting, monitoring and managing risks of the expanding and evolving tax requirements in markets where they invest.
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Contacts

Jun Li
EY Global and Americas Wealth & Asset Management Leader

Mike Lo Parrino
EY Americas Wealth and Asset Management Audit Services Leader

Ugur Hamaloglu
EY Americas Wealth & Asset Management Consulting leader

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Key research and reports

How can CEOs turn AI productivity gains into lasting value?

CEOs are investing in AI, talent and portfolio transformation to convert productivity gains into growth.
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Our commitment to audit quality

At EY US, we are bringing our bold vision for the future of audit to life with quality at the center, and leading the way with confidence.
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Unlocking agentic value: a new investment discipline for the agentic era

Explore how EY US is bringing its bold vision for the future of audit to life, with quality at the foundation.
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Recognized by industry leaders for our solutions and capabilities

Microsoft 2025 Financial Services Partner of the Year

2026 Financial Services, Snowflake Services Partner of the Year

ServiceNow 2025 Industry Partner of the Year, Financial Services – Worldwide

2026 Brickbuilder Specialization: Financial Services

How EY can help

Explore financial services

GenAI: reimagining financial services

EY teams help enable the world’s leading financial services firms to ask the big questions, define strategies to align GenAI capabilities with company value drivers and execute the strategy to capture the value opportunity.

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Financial risk management

We provide integrated risk management and regulatory services to the banking and capital markets, insurance, wealth and asset management, and private equity sectors.

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Digital Assets and Crypto

EY offers an experienced, multi-disciplinary team that is prepared to assist you in driving toward business opportunity while recognizing the potential risks of not following a thoughtful, informed approach.

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EY Nexus for financial services

The EY Nexus platform accelerates innovation, unlocks value in ecosystems and powers frictionless customer experiences.

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Technology transformation

Technology is the business agenda. Customers’ expectations for access to technology products and services are rapidly increasing and user-centric, mobile, agile and data-driven capabilities are table stakes for every organization. Companies must consider foundational technology transformation to adapt and compete.

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Financial Services Tax

We provide comprehensive tax services tailored to the financial services industries, including banking and capital markets; insurance; wealth and asset management; and real estate.

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Tech delivery services

Our team addresses these issues with comprehensive tech delivery services that strengthen resource models and accelerate transformation, leading to greater agility, efficiency and business growth.

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The Financial Services Industry team

Sid Khosla

EY Americas Financial Services Vice Chair

Financial services leader. LEGO enthusiast. Gearhead and weekend mechanic. Entrepreneur at heart.

Ron Giammarco

EY Americas Financial Services Deputy Vice Chair

Finder of innovative solutions to complex problems. Husband and father. Sports enthusiast who enjoys boating, shooting, golf, tennis and pickleball.

New York, NY, United States

Natalie Deak Jaros

EY Americas Assurance Financial Services Leader

Trusted C-suite advisor. Driver of Assurance innovation and transformation. Champion for the development of future leaders. Wife and mom. Proud Brooklynite.

Mike Johnson

EY Americas Tax Financial Services Leader

Proactive tax leader. Passionate about forward-looking tax strategies that empower clients to solve complex business challenges. Proud husband and father of two. Outdoor enthusiast.

Charlotte, NC, United States

Andre Veissid

EY-Parthenon Global and Americas Financial Services Leader

Experienced strategy and management consultant to leading banks, wealth and asset managers, and FinTechs. Avid fiction and non-fiction reader. Doting dad of three. NY Mets, Knicks and Giants loyalist.

New York, NY, United States