Financial services leaders discuss industry topics

Hear what PwC Financial services leaders have to say about current issues facing financial services companies, including retail bank service offerings, customer retention, establishing an effective risk culture, and more in this series of videos.

Visit PwC's US Financial Services website for more insights, resources, and contacts.

PwC's top 10 FS issues for 2017: An introduction
PwC's Marie Carr introduces our top issues for financial services in 2017.

PwC's top 10 FS issues for 2017: An introduction

PwC's Marie Carr introduces our top issues for financial services in 2017.


 

Watch more videos covering key financial services industry issues:


The US 2016 election: A look ahead for financial services
PwC's Financial Services Advisory Leader, Dan Ryan, discusses the U.S. banking system's regulatory mosaic, and how changes in the administration might have an impact.

The US 2016 election: A look ahead for financial services

The US 2016 election: A look ahead for financial services
PwC's Financial Services Advisory Leader, Dan Ryan, discusses the U.S. banking system's regulatory mosaic, and how changes in the administration might have an impact.




7 Day Yield Special Edition: Banking regulations and the new administration
PwC's Financial Services Advisory Leader, Dan Ryan, discusses the U.S. banking system's regulatory mosaic, and how changes in the administration might have an impact.

7 Day Yield Special Edition: Banking regulations and the new administration

PwC's Financial Services Advisory Leader, Dan Ryan, discusses the U.S. banking system's regulatory mosaic, and how changes in the administration might have an impact.




PwC's thoughts on blockchain in financial services in 2017
PwC's Kelley Mavros discusses expectations on blockchain's impact on financial services in 2017. While financial institutions may still see some runway for development in 2017, blockchain will likely have a profound impact on market forces and may cause some to begin to coalesce efforts.

PwC's thoughts on blockchain in financial services in 2017

PwC's Kelley Mavros discusses expectations on blockchain's impact on financial services in 2017. While financial institutions may still see some runway for development in 2017, blockchain will likely have a profound impact on market forces and may cause some to begin to coalesce efforts.




PwC on why financial institutions should invest in RPA now
PwC's Kelley Mavros discusses why financial institutions should invest in robotic process automation (RPA) implementation now. RPA has the potential to dramatically lower costs around certain previously manual tasks, and now is the time to take advantage of the opportunity.

PwC on why financial institutions should invest in RPA now

PwC's Kelley Mavros discusses why financial institutions should invest in robotic process automation (RPA) implementation now. RPA has the potential to dramatically lower costs around certain previously manual tasks, and now is the time to take advantage of the opportunity.




PwC discusses expectations for AI in financial services in 2017
PwC's Anand Rao, Ph.D. discusses what to expect in 2017 from artificial intelligence (AI) in financial services. Leading into next year, the movement of artificial intelligence into the venue of decision making, where we previously relied only on humans, will have profound effects on the financial services industry. This move into the "cognitive" has the potential to improve both productivity and the customer experience.

PwC discusses expectations for AI in financial services in 2017

PwC's Anand Rao, Ph.D. discusses what to expect in 2017 from artificial intelligence (AI) in financial services. Leading into next year, the movement of artificial intelligence into the venue of decision making, where we previously relied only on humans, will have profound effects on the financial services industry. This move into the "cognitive" has the potential to improve both productivity and the customer experience.




PwC on current and future of cost containment in financial services
PwC's Kelley Mavros discusses cost containment initiatives for financial institutions in 2016, and where this movement is heading in 2017. Most of the traditional cost containment levers have been pulled, so the question then becomes where do institutions go to reduce costs.

PwC on current and future of cost containment in financial services

PwC's Kelley Mavros discusses cost containment initiatives for financial institutions in 2016, and where this movement is heading in 2017. Most of the traditional cost containment levers have been pulled, so the question then becomes where do institutions go to reduce costs.




Financial services and the 2016 election
John Sviokla, PwC’s Global Thought Leadership Leader, shares his thoughts on the results of a pivotal election for the financial services industry. Explaining to customers the value of the industry’s services and their impact on the economy is more important than ever. John also discusses how emerging tools (robotic process automation, blockchain, artificial intelligence) in the FinTech space will be tested with regulation and broader competition.

Financial services and the 2016 election

John Sviokla, PwC’s Global Thought Leadership Leader, shares his thoughts on the results of a pivotal election for the financial services industry. Explaining to customers the value of the industry’s services and their impact on the economy is more important than ever. John also discusses how emerging tools (robotic process automation, blockchain, artificial intelligence) in the FinTech space will be tested with regulation and broader competition.




Brexit: US financial institutions and their customers
PwC's US Financial Services Leader, John Stadtler, and Global Financial Services Regulatory Leader, Bill Lewis, discuss how Brexit may affect US financial institutions and their customers. Will Brexit change what they want? Stadtler and Lewis look at how customers fit into a firm's Brexit response strategy.

Brexit: US financial institutions and their customers

PwC's US Financial Services Leader, John Stadtler, and Global Financial Services Regulatory Leader, Bill Lewis, discuss how Brexit may affect US financial institutions and their customers. Will Brexit change what they want? Stadtler and Lewis look at how customers fit into a firm's Brexit response strategy.




Brexit: Financial reporting and risk disclosures for US financial institutions
PwC's US Financial Services Leader, John Stadtler, and Global Financial Services Regulatory Leader, Bill Lewis, discuss how Brexit may affect US financial institutions and their risk disclosures. Stakeholders expect transparency, and firms need to think about how they'll approach reporting. Stadtler and Lewis look at issues firms will face now and in the future.

Brexit: Financial reporting and risk disclosures for US financial institutions

PwC's US Financial Services Leader, John Stadtler, and Global Financial Services Regulatory Leader, Bill Lewis, discuss how Brexit may affect US financial institutions and their risk disclosures. Stakeholders expect transparency, and firms need to think about how they'll approach reporting. Stadtler and Lewis look at issues firms will face now and in the future.




Brexit and US financial institutions: What this means for contracts
PwC's US Financial Services Leader, John Stadtler, and Global Financial Services Regulatory Leader, Bill Lewis, explain how Brexit may affect US financial institutions and their contracts. From negotiation to termination, there may be changes across the contract lifecycle. Stadtler and Lewis look at steps firms can take to prepare.

Brexit and US financial institutions: What this means for contracts

PwC's US Financial Services Leader, John Stadtler, and Global Financial Services Regulatory Leader, Bill Lewis, explain how Brexit may affect US financial institutions and their contracts. From negotiation to termination, there may be changes across the contract lifecycle. Stadtler and Lewis look at steps firms can take to prepare.




Brexit and US financial institutions: What this means for human capital
PwC's US Financial Services Leader, John Stadtler, and Global Financial Services Regulatory Leader, Bill Lewis, explain how Brexit may affect US financial institutions and their human capital strategy. To attract and retain the best talent, consistent communication matters. They look at steps firms can take to prepare.

Brexit and US financial institutions: What this means for human capital

PwC's US Financial Services Leader, John Stadtler, and Global Financial Services Regulatory Leader, Bill Lewis, explain how Brexit may affect US financial institutions and their human capital strategy. To attract and retain the best talent, consistent communication matters. Stadtler and Lewis look at steps firms can take to prepare.




PwC looks at what US financial institutions need to know now about Brexit
PwC's US Financial Services Leader, John Stadtler, and Global Financial Services Regulatory Leader, Bill Lewis, explain what's happening with Brexit and the effects it could have on US financial institutions.

PwC looks at what US financial institutions need to know now about Brexit

PwC's US Financial Services Leader, John Stadtler, and Global Financial Services Regulatory Leader, Bill Lewis, explain what's happening with Brexit and the effects it could have on US financial institutions.




Omnichannel challenges and solutions
PwC's David Schiff and Dean Nicolacakis explain omnichannel challenges and what are the solutions.

PwC's David Schiff and Dean Nicolacakis explain omnichannel challenges and what are the solutions.

To learn more, read our report Making omnichannel work: The “to do” list for banks




Why third parties are risky for financial firms, and what they should do about it
Using third party service providers can be a risky business. PwC's Dan Morrison explains how banks and other financial firms are managing the risks.

Why third parties are risky for financial firms, and what they should do about it

Using third party service providers can be a risky business. PwC's Dan Morrison explains how banks and other financial firms are managing the risks.




Collateral optimization: Key success factors
PwC's John Garvey and Thomas Ciulla explain key success factors for collateral optimization. For more information, download our FS Viewpoint - Not a game of chance: The case for stronger collateral management

Collateral optimization: Key success factors

PwC's John Garvey and Thomas Ciulla explain key success factors for collateral optimization. For more information, download our FS Viewpoint - Not a game of chance: The case for stronger collateral management




Collateral Management: What it is, and why it's important
Managing collateral in a financial institution is a challenge, both operationally and technologically. PwC's John Garvey and Thomas Ciulla explain how companies can meet these challenges in an effective way. For more information, download our FS Viewpoint - Not a game of chance: The case for stronger collateral management

Collateral Management: What it is, and why it's important

Managing collateral in a financial institution is a challenge, both operationally and technologically. PwC's John Garvey and Thomas Ciulla explain how companies can meet these challenges in an effective way. For more information, download our FS Viewpoint - Not a game of chance: The case for stronger collateral management




Upping the ante: Building trust and being relevant in a digital age.
Meet Ben, the always-on advisor that speaks your language, equipped with the right information to guide your clients’ customers through life's many financial decisions.



How financial institutions can win through customer-focused content
Pitches don’t sell products—emotional connections do. How to win customers’ hearts through personalized content. For more information, download our FS Viewpoint - Ditch the product pitch: Winning through customer-focused content

How financial institutions can win through customer-focused content

Pitches don’t sell products—emotional connections do. How to win customers’ hearts through personalized content. For more information, download our FS Viewpoint - Ditch the product pitch: Winning through customer-focused content




Threat smart: Building a cyber resilient financial institution
PwC's Stephen Russell discusses how financial organizations can become cyber resilient. For more information, download our FS Viewpoint - Threat smart: Building a cyber resilient financial institution

Threat smart: Building a cyber resilient financial institution

PwC's Stephen Russell discusses how financial organizations can become cyber resilient. For more information, download our FS Viewpoint - Threat smart: Building a cyber resilient financial institution




Assisting governments with Model 1 IGA compliance
Scott Dillman and Smita Baliga discuss how governments who sign a Model 1 Intergovernmental Agreement (IGA) with the US have responsibilities to enable their local Financial Institutions (FIs) to comply with the Foreign Account Tax Compliance Act (FATCA).

Assisting governments with Model 1 IGA compliance

Scott Dillman and Smita Baliga discuss how governments who sign a Model 1 Intergovernmental Agreement (IGA) with the US have responsibilities to enable their local Financial Institutions (FIs) to comply with the Foreign Account Tax Compliance Act (FATCA).




 Workforce of the future: How strategic workforce planning can help financial institutions today, tomorrow, and beyond
PwC's Bhushan Sethi, Debra Mazloff and Julia Lamm discuss workforce planning and how it can help financial institutions achieve their business goals. For more information, download our FS Viewpoint: Workforce of the future .

Workforce of the future: How strategic workforce planning can help financial institutions today, tomorrow, and beyond

PwC's Bhushan Sethi, Debra Mazloff and Julia Lamm discuss workforce planning and how it can help financial institutions achieve their business goals. For more information, download our FS Viewpoint: Workforce of the future .




FATCA - A perspective on service providers
PwC Partners, Jeff Trent and Tim Mueller, discuss how FATCA’s requirements impact the relationship between companies and their service providers.

FATCA - A perspective on service providers

PwC Partners, Jeff Trent and Tim Mueller, discuss how FATCA’s requirements impact the relationship between companies and their service providers.




The art of letting go: Middle- and back-office right-sourcing options for insurance investment management
PwC's Al Tarar, Steve Crosby and Josh Goldfarb discuss ways insurers can transform their insurance investment management function, particularly middle and back office. For more information, download our FS Viewpoint: The art of letting go.

The art of letting go: Middle- and back-office right-sourcing options for insurance investment management

PwC's Al Tarar, Steve Crosby and Josh Goldfarb discuss ways insurers can transform their insurance investment management function, particularly middle and back office. For more information, download our FS Viewpoint: The art of letting go




Threats and risks in the financial services cyberspace
PwC's Joe Nocera sits down with David Burg and Christopher Morris to discuss cybersercurity in the financial services industry.

Threats and risks in the financial services cyberspace

PwC's Joe Nocera sits down with David Burg and Christopher Morris to discuss cybersercurity in the financial services industry.




Advancing tomorrow's women leaders in financial services
PwC's Ruth Philpott, Dan Ryan, Ellen Walsh, and Christine Goldberg discuss talent approaches that financial services companies can take to expand their pipeline of women leaders and help close the gender gap.

For more information, download Mending the gender gap: Advancing tomorrow's women leaders in financial services.

Advancing tomorrow's women leaders in financial services

PwC's Ruth Philpott, Dan Ryan, Ellen Walsh, and Christine Goldberg discuss talent approaches that financial services companies can take to expand their pipeline of women leaders and help close the gender gap.

For more information, download Mending the gender gap: Advancing tomorrow's women leaders in financial services.




Managing compliance and operational risk in the new environment
PwC's Dan Jackett and team discuss compliance risk management and challenges in the financial services industry.

For more information, please download our FS Viewpoint - Let’s make a difference: Managing compliance and operational risk in the new environment.

Managing compliance and operational risk in the new environment

PwC's Dan Jackett and team discuss compliance risk management and challenges in the financial services industry.

For more information, please download our FS Viewpoint - Let’s make a difference: Managing compliance and operational risk in the new environment.




Why are banks enhancing process and risk assessments?
PwC's Dietmar Serbee discusses how to assess compliance risk differently.

For more information, please download our FS Viewpoint - Let’s make a difference: Managing compliance and operational risk in the new environment.

Why are banks enhancing process and risk assessments?

PwC's Dietmar Serbee discusses how to assess compliance risk differently.

For more information, please download our FS Viewpoint - Let’s make a difference: Managing compliance and operational risk in the new environment.



Why is it important to build analytics when managing compliance risk?
PwC’s Catherine Zhou explains how to generate meaningful insights from unstructured data.

For more information, please download our FS Viewpoint - Let’s make a difference: Managing compliance and operational risk in the new environment.

Why is it important to build analytics when managing compliance risk?

PwC’s Catherine Zhou explains how to generate meaningful insights from unstructured data.

For more information, please download our FS Viewpoint - Let’s make a difference: Managing compliance and operational risk in the new environment.



Why are banks restructuring monitoring and testing?
PwC’s Richard Reynolds explains why banks need to think about monitoring and testing differently.

For more information, please download our FS Viewpoint - Let’s make a difference: Managing compliance and operational risk in the new environment.

Why are banks restructuring monitoring and testing?

PwC’s Richard Reynolds explains why banks need to think about monitoring and testing differently.

For more information, please download our FS Viewpoint - Let’s make a difference: Managing compliance and operational risk in the new environment.



How can financial institutions meet the needs of the mass affluent?
PwC's Dave Hoffman explains how financial institutions can best serve the mass affluent market.

For more information, please download our FS Viewpoint - Recipe for success: How financial institutions can forge a sustainable path for mass-affluent customers.

How can financial institutions meet the needs of the mass affluent?

PwC's Dave Hoffman explains how financial institutions can best serve the mass affluent market.

For more information, please download our FS Viewpoint - Recipe for success: How financial institutions can forge a sustainable path for mass-affluent customers.



What is driving Policy Admin and what benefits carriers should expect as a result?
PwC's Imran Ilyas, David Tietjen and Joe Calandro discuss the drivers of policy administration transformation and the direct and indirect benefits insurers may experience.

For more information, please download our FS Viewpoint - Eyes on the prize: Implementing fast, flexible policy administration systems in the P&C insurance sector.

What is driving Policy Admin and what benefits carriers should expect as a result?

For more information, please download our FS Viewpoint - Eyes on the prize: Implementing fast, flexible policy administration systems in the P&C insurance sector.



How can the PwC Capability framework help mitigate risks of executing Policy Admin programs?
PwC's Imran Ilyas, David Tietjen and Joe Calandro explain PwC's Capability framework and it's impact on implementing a successful Policy Admin program.

For more information, please download our FS Viewpoint - Eyes on the prize: Implementing fast, flexible policy administration systems in the P&C insurance sector.

How can the PwC Capability framework help mitigate risks of executing Policy Admin programs?

For more information, please download our FS Viewpoint - Eyes on the prize: Implementing fast, flexible policy administration systems in the P&C insurance sector.



The role of analytics and change management in Policy Admin Transformation
PwC's Imran Ilyas, David Tietjen and Joe Calandro discuss how analytics and change management impact Policy Admin Transformation.

For more information, please download our FS Viewpoint - Eyes on the prize: Implementing fast, flexible policy administration systems in the P&C insurance sector.

The role of analytics and change management in Policy Admin Transformation

For more information, please download our FS Viewpoint - Eyes on the prize: Implementing fast, flexible policy administration systems in the P&C insurance sector.



How to better understand your IT investment and get more out of it
In this video, Paul Frank and Bruce Brodie discuss how financial institutions can implement a strategic framework to help manage IT investments.

For more information, please download our FS Viewpoint - The price isn't right: How to better understand your IT investment and get more out of it.

How to better understand your IT investment and get more out of it

For more information, please download our FS Viewpoint - The price isn't right: How to better understand your IT investment and get more out of it.



The right stuff: How financial services institutions can use talent assessments to improve returns on human capital
In this video, Bhushan Sethi and Suyoung Sebastian discuss how financial institutions can implement strategic talent decisions to meet business goals.

For more information, please download our FS Viewpoint - The right stuff: How financial services institutions can use talent assessments to improve returns on human capital.

The right stuff: How financial services institutions can use talent assessments to improve returns on human capital?

For more information, please download our FS Viewpoint - The right stuff: How financial services institutions can use talent assessments to improve returns on human capital.



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

For more information, please download our FS Viewpoint - From good to growth: Why institutionalizing hedge funds creates value for owners and investors.

What is institutionalization?

For more information, please download our FS Viewpoint - From good to growth: Why institutionalizing hedge funds creates value for owners and investors.



Organize for growth - The people implications of institutionalization
Gary Meltzer and his peers address the importance of attracting, retaining and organizing talent and the overall impact of people within the institutionalization process.

For more information, please download our FS Viewpoint - From good to growth: Why institutionalizing hedge funds creates value for owners and investors.

Organize for growth - The people implications of institutionalization

For more information, please download our FS Viewpoint - From good to growth: Why institutionalizing hedge funds creates value for owners and investors.



Establish trust and transparency
Gary Meltzer and his peers discuss how the process of institutionalization can help hedge funds address the issue of reputational risk.

For more information, please download our FS Viewpoint - From good to growth: Why institutionalizing hedge funds creates value for owners and investors.

Establish trust and transparency

For more information, please download our FS Viewpoint - From good to growth: Why institutionalizing hedge funds creates value for owners and investors.




What is big data?
Anand Rao and Scott Busse discuss how insurance companies are using big data to grow their business.

For more information, please download our FS Viewpoint - Game on: How information is changing the rules of insurance.

What is big data?

For more information, please download our FS Viewpoint - Game on: How information is changing the rules of insurance.



Big Data - the PwC approach:
Anand Rao and Scott Busse outline PwC's approach to building an information management strategy.

For more information, please download our FS Viewpoint - Game on: How information is changing the rules of insurance.

Big Data - the PwC approach

For more information, please download our FS Viewpoint - Game on: How information is changing the rules of insurance.



The struggle with information management:
Anand Rao and Scott Busse explain how advances in insurance information, data and technology are impacting the industry.

For more information, please download our FS Viewpoint - Game on: How information is changing the rules of insurance.

The struggle with information management

For more information, please download our FS Viewpoint - Game on: How information is changing the rules of insurance.