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Top financial services industry issues

From PwC's Financial Services Institute

The rules have changed.

There’s no doubt that the financial services industry is changing. It always does. But when you think about recent shifts in technology, regulation or global events, the changes can feel dizzying. Whether you're a large multinational firm or a small community institution, it's time to revisit your plans—because what has led to success until now may not work as well in the future.

PwC looks at the most important issues facing financial services firms and puts them in perspective. For each topic, we look at the current landscape, share our view on what will likely come next and offer our thoughts on how you can turn the situation to your advantage.

The road ahead

We see many reasons to be optimistic.

Leading firms are starting to reap the rewards of investments in emerging technology. They’re also taking steps to get ahead of regulatory changes, and they’re adapting their long-term strategies to reflect global and societal shifts. For those who are prepared, this may be a time to pull ahead of the pack.

We expect to see:

  • An intense focus on limiting costs, based on a clear understanding of an institution’s central mission.
  • Continued use of software bots and artificial intelligence to make operations more efficient and discover insights that can improve the customer experience.
  • A new round of dealmaking as firms look to consolidate their position or step away from non-core activities.
We’re pleased to share this outlook with you, and we look forward to helping you in the year ahead.

How PwC can help

For more than a century, PwC has worked with clients around the world to build trust in society and solve important problems. We want to help your business tackle the challenges you face. Our teams in asset and wealth management, banking and capital markets, and insurance are helping our clients tackle the biggest issues facing the financial services industry. With professionals across tax, assurance and advisory practices, we can help you find ways to thrive even in a period of uncertainty. Whether you're preparing for regulatory changes, putting FinTech/InsurTech to work or rethinking your human capital strategy, we work together with you to resolve complex issues, identify opportunities and deliver value to your business.

Contact us

Marie Carr

Global Growth Strategy, US Financial Services Practice, PwC US

Cathryn Marsh

Leader, Financial Services Institute, PwC US

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