Tailored operations solutions for financial services that enhance performance and accelerate growth

Specialized Sector Solutions - Financial Services

Overview

Our specialized solutions drive efficiency and innovation for financial service institutions. PwC’s targeted technology enablement and process excellence empower asset & wealth management, banking, capital markets, and insurance organizations to navigate complexity, enhance performance, and accelerate sustainable growth. We help you enhance precision, improve agility, and deliver superior outcomes.

Market trends

78%

of executives expect shifting capital flows to significantly or moderately impact their business strategy within two years.

Source https://www.pwc.com/us/en/industries/financial-services/library/financial-services-tomorrow.html

93%

of insurance execs say risks are interconnected and accelerating, outpacing what traditional strategic planning can handle.

Source https://www.pwc.com/us/en/industries/financial-services/library/reinventing-insurance.html

90%

of banking execs say 2030 leaders will be firms investing most in capabilities they don’t yet have.

Source https://www.pwc.com/us/en/industries/financial-services/library/genai-in-banking-scale-speed-and-growth.html

Capabilities

Asset & Wealth Management Operations
Life, Annuity & Group Benefits Operations
Core Banking Technology
Payments & Lending Operations

Asset & Wealth Management Operations

Design and deliver future-ready operations for asset and wealth managers. Provides strategic and executional assessment and leading practice recommendations to help wealth management organizations improve operations, strengthen investment oversight with portfolio and risk management systems, and enhance efficiency with back-office operational excellence.

Life, Annuity & Group Benefits Operations

Modernize insurance operations to drive scale and efficiency. Helps carriers transform policy, billing, claims, underwriting, and servicing through end-to-end platform modernization, operating model redesign, and digital and AI-enabled execution — enabling improved efficiency, stronger customer and distributor experiences, and sustainable growth.

Core Banking Technology

Implement and configure core banking technologies. Enables efficient banking operations through E2E platform transformation, process optimization, and advanced automation for better customer service and operational agility.

Payments & Lending Operations

Redefine financial operations with intelligent payments modernization. Transforms banking and lending operations, collections and recoveries, and payments by enhancing efficiency, reducing risk, and enabling compliance — delivering smarter, faster, and more secure financial outcomes.

Insights

Case studies

Contact us

Sarah Daubenspeck

Principal, PwC Sector Operations Practice Lead, PwC US

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