Financial Services

We can help you stay focused on the future of financial services - one that is stronger, fairer and more sustainable.

The financial services industry must harness the power of technology to transform and grow at scale and speed, while meeting the growing expectations of the customer of the future.

To address this, our global team of business strategists, technologists and industry leaders bring fresh thinking and sector knowledge across banking and capital markets, insurance, wealth and asset management, and real estate, hospitality and construction. By using technology as a tool, we transform what a business can be, and what people can do, to build long-term value for our financial services clients.

Read our financial services industry insights below to see what new possibilities arise when the power of people and technology converge to reshape your future.

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Financial services offerings

EY teams help financial services organizations re-think business processes and operating models, through cloud-enabled platforms, emerging technologies and generation-skipping transformation. Cloud adoption is the backbone of digital innovation.

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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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Our financial sectors

The Financial services industry team

Shawn Smith

EY Americas Financial Services Leader

Passionate about transformation, innovation and cultivating a strong workplace culture. Enjoys traveling and spending time with family.

Joseph Link

EY Americas Assurance Financial Services Leader

Seasoned business leader. Strategic thinker. Extensive experience in technical accounting. Advisor to Fortune 500 companies.

Nalika Nanayakkara

EY Americas Consulting Financial Services Leader

Financial services leader. Relationship builder. Problem solver. World traveller.

Belinda Pestana

EY Americas Tax Financial Services Leader

Working with businesses to successfully manage their tax agenda for nearly three decades. Passionate about mentoring our leaders of tomorrow.

Andre Veissid

EY-Parthenon Americas Financial Services Industry 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.

EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients.