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.

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.


 

Watch more videos covering key financial services industry issues:

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.

Mending the gender gap

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.

Compliance risk management

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.

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.



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.

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.



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.

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.



Voice of the customer
PwC's John Garvey discusses how becoming a trusted provider is an all or nothing game with your top clients.

For more information, please download our FS Viewpoint - Love them or lose them: Why becoming a "top provider" is an all or nothing game with your top clients.




The price of success
PwC Financial Services Managing Director, Nate Fisher, highlights how banks can align their pricing structure by using data from customer preferences, purchasing patterns, and price sensitivity.

For more information, please download our FS Viewpoint - The Price of Success: Aligning Bank Pricing Strategy with the Customer Value Proposition.




Private banking in China
Bhushan Sethi and Susan Hothersall discuss finding and developing the right talent for the China private banking sector.

For more information, please download our FS Viewpoint - Grow a tree for ten years; grow men for a hundred: How private banks can nurture human talent to prosper in China.




Ending the endless reorganization: Building an adaptable operating model
Christy Eayrs and Bhushan Sethi discuss the core elements of building an adaptable operating model for financial institutions.

For more information, please download our FS Viewpoint - Ending the endless reorganization: Building an adaptable operating model.

Building an adaptable operating model for financial institutions

For more information, please download our FS Viewpoint - Ending the endless reorganization: Building an adaptable operating model.



A matter of trust: Managing individual conflicts of interest for financial institutions
Bhushan Sethi and his peers engage in a panel discussion on managing individual conflicts of interest for financial institutions.

For more information, please download our FS Viewpoint - A matter of trust: Managing individual conflicts of interest for financial institutions.

A matter of trust: Managing individual conflicts of interest for financial institutions

For more information, please download our FS Viewpoint - A matter of trust: Managing individual conflicts of interest for financial institutions.



2012: The revenue is not coming back: It's time to manage costs differently
PwC discusses expense management in the financial service industry and key findings from the upcoming FS Viewpoint.

For more information, please download our FS Viewpoint - 2012: The revenue is not coming back: It's time to manage costs differently.




Gaps in the Apps: Why the traditional security lifecycle no longer works
PwC's Gary Loveland and Joseph Nocera discuss mobile banking app security and how financial institutions can enhance security to guard against financial and reputational risk.

For more information, please download our FS Viewpoint - Mobile Payment Processing, Technology and Security - Gaps in the Apps.




Look Before You Leap: Analyze Customer and Business Impact Carefully Before Implementing Product Changes
Peter Horowitz discusses the importance of analyzing customer and business impact before implementing product changes.

For more information, please download our FS Viewpoint - PwC Retail Banking Research Warns Executives to Analyze Customer and Business Impact Carefully Before Implementing Product Changes.




Projects without borders: It's all about the execution
Kunal Mehta outlines the challenges and steps to successful global project delivery.

For more information, please download our FS Viewpoint - Projects Without Borders: It's All About the Execution.




Achieving profitable growth in the insurance market
Marie Carr discusses how insurance companies can expand to international markets, highlighting five key areas of importance.

For more information, please download our FS Viewpoint - The Sprint for the Global Footprint: How Insurers can Build a Profitable Growth Strategy through International Expansion.




Policy administration transformation
Imran IIyas discusses the importance of getting policy administration transformation right.

For more information, please download our FS Viewpoint - Fire, ready aim: Don't miss the point of a policy administration transformation.




Mobile payments
Mike Heindl highlights the significance of mobile payment revenue opportunities for financial institutions.

For more information, please download our FS Viewpoint - Dialing up a Storm: How Mobile Phone Payments Will Create Significant Revenue Opportunities for Financial Institutions.




Businesses and IT divide
Dave Edelheit discusses why banks should review their IT strategy in the context of their business objectives.

For more information, please download our FS Viewpoint - Disconnected: Why Fixing the Business/IT Divide Now is the Key to Survival.




Customer service and relationship pricing
Dave Hoffman speaks with American Banker about customer service and relationship pricing differences across financial service institutions.

Contact Dave Hoffman




Regulatory realities
Dan Ryan speaks with CNBC about how uncertainty over rule making is the biggest issue for banks.



Anti-corruption compliance
Glenn Ware explains how financial services institutions can improve their anti-corruption compliance strategies and policies.

For more information, please download our FS Viewpoint - Under the Table, On the Radar: Improving Anti-corruption Compliance for Financial Services Institutions.




Risk management video series #4: Role of risk management
Bhushan Sethi discusses the shift in roles and responsibilities of key players in establishing a culture of effective risk management.

For more information, please download our FS Viewpoint - Cure for the Common Culture: Building Effective Risk Cultures at Financial Institutions.


Risk management video series #3: Elements of risk management framework
Bhushan Sethi highlights the six key focus areas for creating a culture of risk.

For more information, please download our FS Viewpoint - Cure for the Common Culture: Building Effective Risk Cultures at Financial Institutions.


Risk management video series #2: Creating a culture of risk management
Bhushan Sethi outlines how to supplement corporate culture with effective risk management.

For more information, please download our FS Viewpoint - Cure for the Common Culture: Building Effective Risk Cultures at Financial Institutions.


Risk management video series #1: Importance of creating a culture of risk
Bhushan Sethi discusses why it is important to foster the right balance between risk and return.

For more information, please download our FS Viewpoint - Cure for the Common Culture: Building Effective Risk Cultures at Financial Institutions.




Retail Banking
John Garvey breaks down the opportunities and challenges facing the retail banking industry.

For more information, please download our FS Viewpoint - When the Growing Gets Tough: How Retail Bank Innovation Can Help the Industry Thrive.
For more information, please download our FS Viewpoint - Getting to Know You: Building a Customer-Centric Business Model for Retail Banks.


Achieving profitable growth in the insurance market

For more information, please download our FS Viewpoint - The Sprint for the Global Footprint: How Insurers can Build a Profitable Growth Strategy through International Expansion.

Policy administration transformation

For more information, please download our FS Viewpoint - Fire, ready aim: Don't miss the point of a policy administration transformation.

Businesses and IT divide

For more information, please download our FS Viewpoint - Disconnected: Why Fixing the Business/IT Divide Now is the Key to Survival.

Dave Hoffman discusses customer service and relationship pricing with American Banker


Risk management video series #4: Role of risk management

For more information, please download our FS Viewpoint - Cure for the Common Culture: Building Effective Risk Cultures at Financial Institutions.

Risk management video series #3: Elements of risk management framework

For more information, please download our FS Viewpoint - Cure for the Common Culture: Building Effective Risk Cultures at Financial Institutions.

Risk management video series #2: Creating a culture of risk management

For more information, please download our FS Viewpoint - Cure for the Common Culture: Building Effective Risk Cultures at Financial Institutions.

Risk management video series #1: Importance of creating a culture of risk

For more information, please download our FS Viewpoint - Cure for the Common Culture: Building Effective Risk Cultures at Financial Institutions.

Risk management video series #1: Importance of creating a culture of risk

For more information, please download our FS Viewpoint - When the Growing Gets Tough: How Retail Bank Innovation Can Help the Industry Thrive.
For more information, please download our FS Viewpoint - Getting to Know You: Building a Customer-Centric Business Model for Retail Banks.

Projects without borders: It's all about the execution

For more information, please download our FS Viewpoint - Projects Without Borders: It's All About the Execution.

Look Before You Leap: Analyze Customer and Business Impact Carefully Before Implementing Product Changes

For more information, please download our FS Viewpoint - PwC Retail Banking Research Warns Executives to Analyze Customer and Business Impact Carefully Before Implementing Product Changes.

Gaps in the Apps: Why the traditional security lifecycle no longer works

For more information, please download our FS Viewpoint - Mobile Payment Processing, Technology and Security - Gaps in the Apps.

2012: The revenue is not coming back: It's time to manage costs differently

For more information, please download our FS Viewpoint - 2012: The revenue is not coming back: It's time to manage costs differently.

A matter of trust: Managing individual conflicts of interest for financial institutions

For more information, please download our FS Viewpoint - A matter of trust: Managing individual conflicts of interest for financial institutions.