EY Innovation Studio | Empowering financial security and wellness

EY Innovation Studio (EYIS) engages companies across the financial services ecosystem to navigate the present while reframing retirement to build a better future of financial security and wellness. Through immersive experiences, executives connect and engage, pushing boundaries in transformational growth opportunities.

Reframing retirement with the EY Innovation Studio

EY Innovation Studio (EYIS) engages the financial services ecosystem to spark positive change in a disruptive era. EYIS addresses the increasing demand for the industry to lead with purpose and address our country’s financial security and wellness disparities.

The first step is for firms to redefine their value propositions and transform how they deliver that value to consumers. The most compelling opportunities exist at the intersection of innovation, technology and customer centricity. Longer term, we believe the industry will become a highly connected and dynamic retirement ecosystem that is focused on market needs and effectively executes purpose-driven strategies.

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Through immersive, multidisciplinary sessions, EYIS helps senior executives think beyond established boundaries and common barriers. Leaders from firms across the industry convene to generate diverse ideas and actionable insights that can reframe retirement, shape social impact agendas and improve consumer outcomes. Our sessions help participants envision the future, formulate plans to seize tomorrow’s high-growth opportunities and conceptualize optimal transformation strategies.

Our first cohort of EY Innovation Studio: Empowering financial security and wellness sessions will focus on reframing retirement. This event will include themes such as:

  • Reframing the future of financial services and retirement
  • Building the business case for transformation
  • Uncovering opportunities for sustainable innovation and strategic agility
  • Incorporating accelerators and use cases that can create long-term value for businesses and consumers

An evolving policy and regulatory landscape. Profound demographic changes. Rising economic inequality and the lack of financial inclusion. Fundamentally new notions of employment and careers. Relentless technology advancements. Rising consumer expectations for rich and personalized experiences. Intense competition from nontraditional players and disruptors.

These are among the greatest challenges faced by all of the firms involved in the retirement industry — wealth managers, asset managers, insurance providers, financial advisors, recordkeepers, plan sponsors, consultants, tech providers, ops providers and retirement associations.

The global EY team of retirement professionals is focused on the industry’s most urgent issues and compelling opportunities. Through EYIS, we are engaging across the retirement ecosystem on strategies and services to help organizations remain relevant now and in the future.

Let’s empower financial security and wellness while reframing retirement together.

The team

David Kadio-Morokro

EY Americas Financial Services Innovation Leader

Passionate about technology, innovation, and leading EY people to solve clients’ most challenging problems.

New York, USA

Nalika Nanayakkara

EY Americas Wealth & Asset Management Consulting Leader

Wealth and Asset management industry leader. Passionate about innovative market solutions as well as helping underserved demographic groups get the financial advice they need.

New York, USA

Justin Singer

EY Americas Retirement Leader Principal, Ernst & Young LLP

Driving innovation in the Financial Services industry to address our country’s retirement savings gap.

Raleigh, USA

Ed Majkowski

EY Americas Insurance Sector and Consulting Leader

Transformational insurance leader.

New York, USA

Josef Pilger

EY Global Pension and Retirement Leader

Passionate about helping governments, providers and members to more effectively tackle demographic transformation. Champion for better retirement outcomes for all.

Sydney, AUS

Asso Yankson

Senior Manager, Retirement Consulting, Ernst & Young LLP

Strategic consultant focused on empowering financial security and wellness for clients, communities and the retirement ecosystem.

Charlotte, USA

Sandeep Kumar

Partner, Financial Services, Ernst & Young LLP

Business Transformation and Technology Consulting Leader, passionate about helping clients solve problems by connecting the dots between business, technology and operations to create long-term value.

Boston, USA

Kelly Hynes

Principal, Financial Services, Ernst & Young LLP

Kelly has over 30 years of experience serving the financial services industry. She is focused on retirement, wealth management, retail brokerage, investment management and insurance.

Charlotte, USA

Nimna Varghese

Managing Director, Financial Services, Ernst & Young LLP

Nimna has over 18 years of consulting experience serving the financial services industry. She is focused on Wealth Management, Retail Brokerage, Retirement, Investment Management and Insurance.

Hoboken, USA

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