Financial services

We capture distinct knowledge about the issues affecting financial services organizations across banking & capital markets, insurance, asset management and real estate.

Here's a sampling of the hot topics at the forefront for industry executives.

Introducing PwC's Regulatory Navigator App
The Regulatory Navigator App is the latest innovation from PwC's Financial Services Regulatory practice. It delivers the first single-source resource to guide clients through the constantly changing, complex, and often opaque financial reform regulatory environment.

Features include:

• Customizable timeline of significant regulatory dates
• PwC's thought leadership series, A Closer Look and FS Regulatory Brief
• Weekly news updates

Watch a video about the App's features

Learn about the features of PwC's Regulatory Navigator App

• Download the App from Apple's iTunes store

May the distribution forces be with you: Developing the right P&C insurance distribution strategies for international markets
Distribution can offer insurers a more secure path to sustainable competitive differentiation because it directly strengthens customer relationships, improving the ability of insurers to both acquire and retain customers.

Simplicity is the ultimate sophistication: How life insurers can streamline incentive compensation for their producers
Life insurance carriers should reduce the overall number of plans offered before replacing the underlying systems supporting incentive compensation. Without simplification before system transformation, carriers will re-platform legacy problems and miss out on many possible benefits.

Fernando de la Mora discusses stress tests on Bloomberg TV
Fernando de la Mora, Head of PwC's Banking & Capital Markets Risk practice, discusses the Fed's recent banking and capital markets industry stress tests results.

Watch the video

What is institutionalization?
Gary Meltzer and his peers define institutionalization and address how to prioritize the process of institutionalization within an organization.

Watch their video

Cyber criminals have targeted Financial Services firms aggressively for years. But a recent wave of Denial of Service (DoS) attacks against a number of leading banks brings a new twist to the cyber security challenge. Those behind this batch of breaches are not mere lone wolf hackers. They're organized, focused, and might be agents of foreign governments. Zoomlens explores the threat and provides the C-suite with leading strategies to forge a safer way forward.

To read more, register for PwC's Fraud Forum

Fortune favors choice, not chance: How wealth management firms can pave the way to growth in new and emerging markets - January 2013
Shifting demographics will present potential new sources of growth for wealth management firms, but success will depend on developing the right strategy for each specific market. The success of wealth managers will depend on understanding the unique preferences and priorities of wealthy individuals combined with the regulatory demands and competitive pressures in local markets.

Download

Taking control of FATCA: Building effective internal controls and certifying compliance - January 2012
This whitepaper provides an in-depth look of the controls and certification considerations for entities impacted by FATCA. From approach to implementation, the time is right to develop a deeper understanding of the controls sufficient to make periodic certifications to the IRS as needed.

Download

1 2 3 4 5 6 7 8

PwC's US financial services industry group is a distinctive national business practice that provides audit, technical accounting, tax, regulatory, compliance, risk management, outsourcing, securities processing, payments, information risk and security, data quality, mergers and acquisitions, and other services.

The industry's transformation, which has seen increased consolidation and scarce capital, forces financial institutions to rethink business strategies. Our integrated knowledge enables us to design and implement solutions that work.