Financial Services

Deloitte’s financial services industry specialists provide comprehensive, integrated solutions to the banking & securities, insurance, and investment management sectors. Deloitte member firms’ breadth of services and industry knowledge allow us to understand each client’s unique business needs.

Analysis

Digital Disruption in Wealth Management

Over the past 10 years, many startup firms with digital business models have emerged within the wealth management industry. The disruptive power of digital technologies is creating opportunities for new firms. These firms primarily serve retail investors by connecting, advising and investing.

Perspectives

Elements for successful growth in financial services

This survey of 200 financial services executives from around the world revealed that after a turbulent and defensive period, financial services companies are starting to refocus on growth. Firms will need the right balance of elements: Getting fit, managing, controlling and staffing for growth.

Predictions

2014 Life Insurance and Annuity Industry Outlook

More life and annuity carriers are expected to break out of their historical operating molds over the next couple of years in order to make more efficient use of capital and to reach out to underserved consumer segments in innovative ways.

Predictions

2014 Property & Casualty Insurance Industry Outlook

A growing number of insurers are facing significant organizational disruption. Many have made large-scale investments in technology. Their chief challenge now is to effectively leverage the new systems and maintain their momentum with additional innovations in personnel, products and culture.

Predictions

2014 Banking and Capital Markets Outlooks

Learn about likely macro trends affecting the banking and capital markets industries as well as an analysis of emerging trends and implications for 2014.

Perspectives

Global Risk Management Survey, Eighth Edition

This survey assesses the state of risk management as the financial services industry confronts today’s challenges. It was conducted in late 2012 with participation from Chief Risk Officers or their equivalents from 86 financial institutions around the world with aggregate assets of more than

Key contacts

Chris Harvey

Global Financial Services Industry Leader

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Services

Deloitte Analytics

Learn how organisations have applied analytics to better understand the present, and more accurately predict the future.

Services

Deloitte U.S. Center for Financial Services

The Center for Financial Services, part of the U.S. FSI group, is a source of  insights on the important issues in the financial services industry.

Services

UK Financial Services Industry Blog

The Deloitte UK Financial Services group shares insights for FSI professionals.

Services

How Deloitte can help with Impact Investing

The Deloitte member firms are uniquely positioned to help clients develop and deliver transformative social innovation strategies

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