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Publications
Financial Services
Through thought-provoking publications, surveys and reports as well as insightful commentary, we deliver innovative, practical knowledge which companies can use to improve their overall business performance. Our network of research professionals and senior consultants can identify, analyse and help explain the issues critical to businesses across a variety of industries.
Recent leading ideas publications
2024
- Building a future-ready investment firm: Preparing for technological, demographic, and competitive megatrends reshaping the global wealth industry
- 33 insurers representing 80% market share join Hong Kong’s first insurance industry climate charter
- 2024 Asia Pacific Financial Services Regulatory Outlook
- Derivatives Framework under HKRBC
- SAA Framework under HKRBC
- Insurance Authority Guideline on Cybersecurity (GL20) Revision: What are the impacts on insurers?
- Asia Pacific Financial Services Regulatory Quarterly Updates
- 2024 banking and capital markets outlook
2023
- Pushing through undercurrents: Sectoral and regional forces influencing technology-driven systemic risk, and resulting mitigation opportunities
- Winning in tomorrow’s world with the lessons of today: 2024 investment management outlook
- Actuarial Modelling in APAC: From Status-quo to Future-fit
- Deloitte Insurance Outlook 2024: future success hinges on insurance industry’s ability to achieve customer-centricity and elevate purpose
- FSI Predictions 2023: Embedded insurance is poised for exponential growth
- The ecosystem imperative: Digital transformation of financial services and moving from Open Banking to Open Data
- It’s not easy being green: Managing authentic transformation within sustainable investing
- Forging ahead on a new journey: Chinese banking sector 2022 review and 2023 outlook
- Banking on climate neutrality: The global banking industry’s role in transitioning to a low-carbon economy
2022
- 2023 banking and capital markets outlook
- 2023 commercial real estate outlook
- 2023 investment management outlook: The virtuous cycle keeps turning
- 2023 insurance outlook: Global insurance industry at a crossroads to shaping long-term success
- Cybersecurity in a post-pandemic world
- Cybersecurity and the evolving threats in asset management
- March Forward Undauntedly into a Bright Future: 2022 Chinese Banking Sector Interim Review and Outlook
- Distribution 2.0: How technology will redefine relationships with asset management clients
- Advancing more women leaders in financial services: A global report
- An impact of COVID-19 on savings: A rising sense of financial insecurity
- Whitepaper GBA Outlook: Opportunities in Insurance jointly published by Deloitte China and BOC Life
- Embedding climate risk into banks’ credit risk management
- 2022 Asia Pacific Financial Services Regulatory Outlook
- Women in the Boardroom - A Global Perspective – 7th Edition
- Forging ahead together for a better future: Chinese banking sector 2021 review and 2022 outlook
- Audit Committee Frontier - Addressing Climate Change
- GBA Digest series of perspectives
- The future of small business insurance
- Leadership, representation, and gender equity in financial services
- Virtual Seminar: Future of Reporting in Insurance
- Beneath the Surface: Technology-driven systemic risks and the continued need for innovation —— A report by the World Economic Forum and Deloitte
- Deloitte outlook: global insurers poised to accelerate growth in 2022
- Weathering the Storm - The Latest Insurance Solvency Capital Updates across Asia Pacific
- A vision for the future of US retail banking
- The future of value transfer series
2021
- Tackling the challenges of the net-zero transitionHow the financial services industry can boost credibility through measurement
- 2022 investment management outlook
- 2022 insurance industry outlook: Digital and talent transformation accelerating as insurers adapt for postpandemic growth
- 2022 banking and capital markets outlook
- Centering around sustainability in financial services firms: Navigating risks, finding opportunities
- The effectiveness of financial crime risk management reform and next steps on a global basis
- The Deloitte International Wealth Management Centre Ranking 2021: Proving its worth in today’s turbulent world
- A century of glorious achievements through continuous diligence and commitment: 2021 Chinese Banking Sector Interim Review and Outlook
- Banking as a Service, Explained: What it is, Why it’s Important and How to Play
- Realizing the digital promise Call to Action
- Deloitte’s 2021 Global Blockchain Survey: A new age of digital assets
- Predictive Analytics for Forecasting: Data Analytics Sharing for The Conference Board
- The future of midsize banks: A new playbook for supercharging growth
- Strategic initiatives for winning using wealth-tech
- Resilience by Design: Financial services operating models and operational resilience
- Digitalization in insurance: Customer insights that matter
- Last mile of the customer service experience
- Realizing the digital promise: Transformation in an ecosystem of regulators, BigTech, FinTech and more
- Embrace the new era with ramped up efforts in quality development: Chinese banking sector 2020 review and 2021 outlook
- Opportunity knocks: How global managers can win in China
- The future of retail banking: Uncertain times accelerate banking transformation
- A vision for the future of US retail banking