Financial services

Our Financial Services team provides audit, technical accounting, tax, regulatory, compliance, risk management, digital, cyber security, outsourcing, securities processing, payments, information risk and security, data quality, M&A and other services.

Key challenges and opportunities

The critical issues facing financial institutions today are affecting their entire business. The industry continues to address risk and regulatory requirements, financial reporting issues, implementation of cost saving technologies, digitizing processes, talent acquisition and increasing demands from stakeholders. These challenges are forcing financial institutions to rethink business strategies.

Our professionals assist with many of today's largest, most challenging issues impacting asset and wealth management, banking and capital markets, and insurance. Follow us on Twitter @PwC_FinServ

Embracing digital transformation

Digital transformation is driving growth and creating an environment of disruption within financial services companies. Whether designing unique customer experiences that can help a company maintain / regain its competitive edge, creating a digital workforce of the future, or deploying new digital assets to increase efficiencies within operations, PwC drives digital transformation results across whole organizations.  

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Navigating risk and regulatory environments

Risk and regulatory requirements impact nearly every aspect of financial services, from operations to customer relations. PwC’s team of former senior regulators, industry executives and experienced consultants use their deep industry and technical understanding to help navigate the risk and regulatory environments.

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Optimizing deals

Financial services executives and board members continue to reassess business portfolios for ways to optimize operation models, increase market share and competitive advantage, and create value through inorganic growth. PwC works collaboratively with your teams to identify growth opportunities and unexpected value, and to approach and prepare for deal making with speed and confidence, while managing effective deal execution and post-merger integration.

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Enabling growth

Over 90% of executives we surveyed consider sustainable growth a big priority, but only 6% of companies are well positioned for success. Our Fit for Growth framework links strategy, the growth agenda, cost transformation and sustainability, which helps deliver clients significant and sustainable performance improvements.

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Contact us

Neil Dhar
Financial Services Industry Leader, PwC US
Tel: +1 (646) 471 3700
Email

Robert M. Sands
Financial Services Assurance Leader, PwC US
Tel: +1 (267) 330 2130
Email

Julien Courbe
Financial Services Advisory Leader, PwC US
Tel: +1 (646) 471 4771
Email

Gina Biondo
Financial Services Tax Leader, PwC US
Tel: +1 (646) 471 2770
Email

Paul Dunay
Financial Services Marketing Leader, PwC US
Tel: +1 (646) 471 6478
Email

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