Audit and assurance services for the financial services industry
Quality and innovation tailored to your specific financial services needs
In today’s rapidly evolving financial services industry, quality, transparency, and innovation are essential for meeting the rising expectations of your stakeholders. Discover how Deloitte’s globally respected audit and assurance services, delivered by experienced professionals using award-winning technology, can help you keep pace with accelerating change and disruption.
Financial services industry overview
Banking & Capital Markets
Insurance
Investment Management
Real Estate
Fintech
Audit and assurance services designed for the complexities of financial services
Unprecedented change continues to disrupt the financial services industry and increase complexity across all sectors—from banking and capital markets to investment management, insurance, real estate, and fintech. This means your business challenges may also be on the rise: accounting and reporting requirements, expanding internal controls compliance, increasing competition for customers and talent, and the accelerating pace of digital transformation for greater innovation and efficiency—to name just a few.
With rising expectations across all your stakeholder groups—from customers and employees to investors and regulators—our extensive portfolio of audit and assurance services can help you navigate the complexities of today's financial services environment. Deloitte provides access to a global network of experienced advisers and subject-matter specialists, focused on bringing quality and confidence to your accounting, compliance, technology, and other business challenges.
Banking & Capital Markets
In an increasingly complex business environment, Deloitte can deliver the audit and assurance services that clients in the banking and capital markets sector need to keep pace with accelerating change. From accounting and reporting to control services, financial statement audits, and advisory services such as finance transformation and environmental, social, and governance (ESG) strategy—Deloitte provides experienced professionals and innovative technology to meet audit and assurance challenges specific to banking and capital markets. We serve our clients locally, while drawing on considerable national and global resources and industry expertise wherever they're needed to meet fast-moving, industry-specific requirements.
Insurance
Insurance carriers today must navigate an increasingly turbulent market. That's why it's essential for your audit and assurance services provider to have the know-how to support a host of escalating industry challenges—from complying with IFRS 17 standards, to improving controls and IT security infrastructure, to attracting and retaining top talent.
Deloitte's industry-leading audit and assurance services provide the depth and breadth you need to meet the challenges of an increasingly complex insurance industry. Whether it's managing financial statement audits, navigating an initial public offering (IPO)/special purpose acquisition company (SPAC) merger, meeting environmental, social, and governance (ESG) requirements—and everything in between—count on Deloitte to deliver quality services to meet your audit and assurance requirements.
Investment Management
Investment management firms are facing unprecedented change in the form of rapidly increasing competition, new regulations, evolving technology, and rising human capital expectations in an industry highly dependent on top talent. Deloitte can leverage its extensive global network to bring together knowledgeable professionals with experience in meeting similar challenges.
Deloitte's capabilities cover most segments of the investment management sector, including traditional and alternative asset managers, private equity, business development companies, and family offices. Our portfolio of audit and assurance services ranges from financial statement audit services to accounting and reporting advisory services such as finance transformation, technical accounting and reporting advisory services, control services, and environmental, social and governance (ESG) compliance. Deloitte has the experience to address a wide range of audit and assurance challenges specific to the investment management sector.
Investment Management resources and insights
Real Estate
Real estate companies are facing transformational shifts in how buildings are being used, valued, and transacted. Leaders in these organizations are having to rethink talent approaches, use technology to innovate and improve efficiency, and meet increased regulatory and stakeholder demands regarding transparency and environmental, social, and governance (ESG) objectives.
Deloitte's portfolio of audit and assurance services continues to evolve and adapt to meet these challenges. We provide quality financial statement audits, accounting and reporting advisory services—including technical accounting and reporting advisory services and controls advice—and environmental, social, and governance (ESG) services designed for the specific needs of real estate clients. Our audit and assurance capabilities span all segments of the industry—including traditional owners and operators, homebuilders, asset managers, and proptech companies—as well as every asset class, from industrial and residential to office, retail, and hospitality.
Fintech
Fintech is an ever-changing, rapidly evolving ecosystem; it is also one of the most complex areas within financial services—encompassing platform lending, capital markets, digital banking and payments, financial services infrastructure, proptech, insurtech, and wealthtech, to name a few. Fintech is defining the forefront of financial services technology and innovation across these subsectors and in an environment of increasing industry convergence.
Doing what you do best—delivering innovation to rapidly changing markets—requires managing a spectrum of strategic business needs, including audit and related services for accounting and reporting, risk and compliance, and fast-moving opportunities in mergers and acquisitions (M&A), initial public offerings (IPOs)/special purpose acquisition companies (SPACs), and environmental, social, and governance (ESG). With a wealth of experience serving the fintech sector, and a shared passion for innovation, Deloitte’s Audit & Assurance professionals can advise you as you navigate opportunities and challenges throughout your company’s growth.
Omnia DNAV
Achieving a more insightful audit shouldn't take more effort from you. Omnia DNAV transforms investment auditing and portfolio valuation with multiple cutting-edge, cloud-based technologies that significantly reduce the audit burden on your team. Omnia DNAV saves you time while delivering insights, quality, and transparency with scale and speed.
Explore Omnia DNAVAudit & Assurance thought leadership for financial services
Explore our latest thought leadership resources for the financial services industry.
Local insights
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Connect with our Financial Services Audit & Assurance leadership team
What are your audit, assurance, and accounting and reporting advisory needs? Connect with one of our financial services Audit & Assurance leaders today.
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The services described herein are illustrative in nature and are intended to demonstrate our experience and capabilities in these areas, however due to independence restrictions that may apply to audit clients (including affiliates) of Deloitte & Touche, we may be unable to provide certain services based on individual facts and circumstances.