Financial Services Institute

PwC's Financial Services Institute



PwC's Financial Services Institute (FSI) provides new intelligence, perspective, and analysis on trends affecting all financial services sectors, including banking & capital markets, insurance, and asset management.

FSI collaborates with our network of industry professionals to produce FS Viewpoints, our series of timely, thought-provoking and informative publications on current issues impacting the financial services industry.


Publications

Projects Without Borders: It's All About the Execution

How can financial institutions avoid common pitfalls when planning their global expansion strategy?

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Time for an Upgrade: Five Things You Need to Know to Make Your Commercial Lending Transformation a Success

The impact of a sound data strategy on commercial lending operations.

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The Road to Swap Dealer Registration: Preparing for Swap Dealer Registration Under the Dodd-Frank Act of 2010

Transitioning to registered swap dealer status for OTC market participants will require a thorough review of current booking entities and business practices.

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When Cash Isn’t King: Driving Deposit Value in a World of Excess Liquidity

How can banks take advantage of growing cash portfolios while avoiding margin pressures and liquidity risk concerns?

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The Sprint for the Global Footprint: How Insurers can Build a Profitable Growth Strategy through International Expansion

How can insurers expand internationally amid capital cost constraints and incumbent competition?

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Contacts
Dean V Nicolacakis
Financial Services Institute
Principal
Tel: +1 (415) 498 7075
Randi Serin
Financial Services Institute
Director
Tel: +1 (646) 471 2562
Cathryn Marsh
Financial Services Institute
Director
Tel: +1 (703) 918 1631
Emily Dunn
Financial Services Institute
Sr. Manager
Tel: +1 (415) 498 8304

In Brief

Financial Reform
A series of articles on the Dodd-Frank Wall Street Reform and Consumer Protection Act.

CFO Direct Network
The latest insight on accounting, business, and finance
 

Kunal Mehta outlines the challenges and steps to global project deployment

 
 

Of further interest

Under the table, on the radar
PwC's Glenn Ware discusses how financial services institutions can improve their anti-corruption compliance.
2011 Global CEO Survey
More than 60% of banking & capital markets leaders are very confident about their growth prospects over the next three years, making this one of the most optimistic sectors in the survey