Financial services data solutions

Put data and analytics to work to fuel transformation and define the future.

Data solutions can accelerate transformation

What does it look like when a company's data and analytics are powerful enough to both drive business strategy and priorities and to accelerate transformation? When its systems are secured, technology is future-proofed and operations are compliant, a business can see a path forward where others may see obstacles. They consistently beat their competitors to faster growth and profitability, lower costs and increased capabilities. But they don’t do it alone.

At PwC, more than 200 professionals help our clients confidently accelerate forward. Collaborating across banking and payments, capital markets, asset and wealth management and insurance industries, we deploy the transformative capabilities of data and analytics—from strategy and design through to execution and technology enablement. Our teams put technology to work, so you can solve your most critical issues and focus on defining your company's future—faster.

Explore our service offerings

Financial risk modeling

PwC offers a full range of advisory solutions to help financial institutions with analytics and the development, deployment and maintenance of models used for risk management, valuation and financial and regulatory reporting purposes. We deliver comprehensive analytics and model development expertise across credit risk, market risk and operational risk areas. Sample solutions include:

  • CCAR/DFAST, credit risk, PPNR and market risk model development

  • CECL/IFRS-9 methodology and model development

  • valuation services

  • customized modeling and analytics services

Model risk management

PwC offers a full range of advisory services to assist financial institutions with identifying and managing the ​model ​risks associated with ​models used for risk management, valuation and financial and regulatory reporting purposes. Sample solutions include:

  • design and development of model risk management and model governance programs

  • evaluation of existing model risk management programs for effectiveness and for consistency with regulatory expectations and industry leading practices

  • testing of model risk management framework design and operating effectiveness for internal audit

  • assistance with independent model validations for a wide range of model types

For more information explore PwC's model risk management services.

Risk analytics

PwC's risk analytics solutions help financial institutions identify and respond to risks, address regulatory requirements and strengthen analytics and risk management. We specialize in comprehensive risk analytics services across AML, trade surveillance, fraud, fair lending and sales practices. Sample solutions include:

  • independent model validation for a wide range of Compliance model types—AML transaction monitoring, customer risk scoring, alert risk scoring, OFAC sanctions screening, fraud monitoring and trade surveillance
  • compliance model parameter calibration and optimization
  • compliance model governance program design and deployment
  • design and enhancement of transaction monitoring scenarios
  • development of AML customer risk scoring model
  • development of alert risk scoring models
  • fair lending risk assessments
  • sales practices assessments and analytics

Customer analytics

PwC’s customer analytics solutions help financial institutions drive new growth, facilitate better customer engagement and support customer-centric business transformation. Sample solutions include:

  • customer journey analytics
  • customer segmentation
  • digital propensity targeting and consumer scoring
  • innovative collections strategies
  • marketing investment optimization
  • proactive complaints management
  • retention analytics
  • strategic pricing simulator

Data analytics strategy and organization

PwC offers a suite of solutions to help financial institutions develop faster and more sophisticated data-driven decision-making capabilities. Sample solutions include:

  • analytics benchmarking and maturity assessment
  • business-aligned data analytics strategies and roadmaps
  • data monetization and data-driven growth
  • data analytics talent strategies and organizational design
  • evolution of the chief data officer function

Data analytics technology

PwC’s data analytics technology solutions combine proven and emerging technology, data, skills, governance, culture and leadership to deliver powerful data capabilities for strategic transformation and compliance-driven change, from BCBS and CCAR to AML and sales practices. Sample solutions include:

  • big data migration
  • business intelligence, data visualization and dashboarding
  • data architecture and data modeling
  • data integration (e.g., warehouses, data lakes, CRM, financials, fintechs)
  • data modernization and cloud adoption
  • enterprise data warehouse design and deployment
  • enterprise and regulatory data governance, data management and data quality
  • information management for advanced analytics
  • master data management implementations for security masters, product masters, etc.
  • SOA conversion planning and implementations
  • technology selection

Fast facts about the team

  • We have been bringing traditional and leading-edge data and analytics capabilities to financial institutions for over 15 years
  • We serve over 100 clients across banking and capital markets, asset management and insurance each year
  • We are a diverse team of data scientists, economists, statisticians, technologists, strategists and regulatory professionals
  • We have created an integrated risk and strategy team to bring a risk perspective to growth issues and a growth perspective to risk issues
  • More than 70% staff hold advanced degrees—PhDs, Masters and MBAs—and many also hold degrees in statistics and engineering
  • We provide expertise in SAS, SQL, R, Python and other statistical packages, computer programming languages and computing platforms
  • We offer access to over 40 data analytics training courses—including exclusive partnership with Coursera

For information on exciting career opportunities with PwC FS data analytics, please check out PwC Careers.

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Anand Rao

Anand Rao

Global AI Lead; US Innovation Lead, Emerging Technology Group, PwC US

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