Closer Look Series | Deloitte US | Center for Financial Services


Closer Look series

Take a closer look at what's happening in the financial services industry

Our Closer Look series provides quick insights on deep dive issues. Learn what’s happening in the Banking & Securities, Insurance, Investment Management, and Real Estate markets in these short reads.

Positioning for success in private equity: The umbrella partnership-corporation advantage

Based on the tax benefits this structure may provide, it is important for private equity firms and their portfolio companies to consider an UP-C during strategic exits, transaction structuring, and succession planning. How will you plan for the future of your business?

Read the Closer Look to learn more.

Business development companies: Middle-market financiers of the future?

Learn risks, challenges, and opportunities for business development companies and how they may become the financiers of the future for the middle-market.

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Insurance Capital Standards cause stakeholders concern at IAIS meeting

Read this Closer Look for an overview of the IAIS meeting; general, valuation, capital resources, and capital requirements comments resulting from the proposed ICS; and suggestions on next steps for industry stakeholders to shape the debate, evaluate, and plan for the final proposal.

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Falling oil prices: Should banks be worried?

Read this Closer Look for an examination of the likely effects of low oil prices on different banking activities and potential strategic implications for banks.

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The Apple venture into NFC payments

How might the launch of the Apple PayTM mobile payments solution represent a change in the dynamic surrounding NFC-based mobile payments?

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What are the options for a US insurance group capital standard?

Learn the three approaches–including Group RBC, aggregated entity, and cash flow stress testing–to the insurance group capital standards and important considerations for each.

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Delivering client value in transaction banking

To get to a more profitable future, transaction banks need to differentiate themselves by understanding their clients' views on banking relationships.

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Mobile banking in a post-channel world: New vision and new strategies

How can banks increase mobile adoption rates, differentiate the mobile experience to boost customer loyalty, and move beyond cost savings to monetization?

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Mobile engagement: Insurers look to connect with consumers on the go

How can insurance carriers better capitalize on the unique capabilities of the mobile channel and rise to the mobile technology challenge?

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Investment management, mobility, and managing investor security concerns

How can investment management firms capitalize on the demographic of mobile users, many of which fall into the affluent or emerging affluent segment?

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Chinese investment in US real estate: Collaborate and benefit

Hear our analysis on the Chinese investment strategy in US CRE and ways in which US real estate players can benefit from the trend.

Read the Closer Look to learn more.

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Deloitte Center for Financial Services

The Center for Financial Services provides timely insights on the most pressing issues facing the industry, helping keep your organization a step ahead.


Jim Eckenrode

Executive Director | Center for Financial Services

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