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Financial Services

The financial services industry is facing change on an extraordinary scale. As the industry moves forward, financial services organizations must seek ways to improve profitability, while at the same time balancing the demands of regulatory change. Our multidisciplinary approach and comprehensive and innovative solutions can keep you ahead of the trends.

Our Financial Services team is comprised of over 500 practitioners who have experience in the banking, securities, insurance and investment management sectors. You can be confident that Deloitte has the right connections and experience to find the right solutions that will work for you and your organization.

Hot topics

  • 2013 Property & Casualty Insurance Outlook
    2013 Property & Casualty Insurance Outlook
    This outlook explores 10 critical issues that senior executives from property and casualty companies should take into account in 2013 and beyond.
  • 2013 Life Insurance & Annuity Industry Outlook
    2013 Life Insurance & Annuity Industry Outlook
    Life and annuity insurers face enormous challenges in 2013. Though a U.S. economic recovery has been underway for some time, it’s been slow and unsteady.
  • 2013 financial services sector outlooks
    2013 financial services sector outlooks
    Dramatic changes in the business world mean financial services companies must continue to evolve. The 2013 industry outlooks offer an analysis of emerging trends.
  • Customer-centric behaviour: the core business requirement
    Customer-centric behaviour: the core business requirement
    Because it’s best positioned to influence almost every other part of the bank, finance can lead the way from a product-focused mindset to one that’s customer-centric.
  • Forward Focus: Own Risk and Solvency Assessment (ORSA)
    Forward Focus: Own Risk and Solvency Assessment (ORSA)
    ORSA is a process that generates a forward-looking vision of an insurer's risk and solvency position. It also represents a significant change in U.S. insurance regulation.
  • Information is the new currency of payments
    Information is the new currency of payments
    Information is likely to be the new currency of payments. This paper examines the impact on stakeholders within the emerging payments ecosystem.
  • Cooperatives - Funding the future
    Funding the future
    Global research into the need for funds, and the sources of those funds for the cooperative sector.
  • 21<sup>st</sup> century co-operative
    21st century co-operative
    To provide their members with better services and value, credit unions should manage risk, strengthen governance and develop growth/M&A strategies.

Related links

Office of the Superintendent of Financial Institutions

Federal regulatory body

Investment Funds Institute of Canada

Mutual fund industry association

Investment Dealers Association of Canada

Securities industry trade association

Contact our leader

Featured content

  • Directors’ Alert 2013: Lead or be led
    Directors’ Alert 2013: Lead or be led
    This publication offers insights from governance specialists and is intended to help directors identify issues of importance to their organizations.
  • 2013 banking outlook: Moving forward in the age of re-regulation
    2013 banking outlook: Moving forward in the age of re-regulation
    This document explores four major themes: industrial operations, asset protection, delivery transformation and return on capital.
  • Third Global IFRS Banking Survey
    Third Global IFRS Banking Survey
    Contributions and insights from 70 of the world’s major banking groups and global systemically important financial institutions (G-SIFIs).
  • Growth opportunities for financial services in emerging markets
    Growth opportunities for financial services in emerging markets
    A series of articles by the Deloitte Center for Financial Services on how to assess the opportunities, challenges and risks presented by emerging markets.
  • Elements for success
    Elements for success
    Deloitte's survey of over 120 executives shows that overall success in financial services can only be achieved through cost, innovation, ROI and customer satisfaction improvements…to name just a few.
  • Financial services and information security
    Financial services and information security
    Deloitte’s eighth survey of financial services leaders on information security practices.
  • The 2012 essential tax and wealth planning guide
    The 2012 essential tax and wealth planning guide
    Potential legislative changes such as rising tax rates and the long-term impact these will have on wealthy individuals and estates.
  • Top Ten Issues for Insurance M&A in 2012
    Top Ten Issues for Insurance M&A in 2012
    Regulatory, tax, and accounting reform as well as uncertainty over the U.S. and global economies are some of the issues likely to remain unresolved in the coming year.
  • Meeting Changing Customer Expectations in Life Insurance
    Meeting Changing Customer Expectations in Life Insurance
    Rising customer expectations and greater pressure on operating margins are pushing life insurance companies to leverage information management and analytics to better understand operating costs and customer requirements.
  • The Voice of the Life Insurance Consumer
    The Voice of the Life Insurance Consumer
    Online surveys of life insurance policy holders and those without, on the whys and why nots of life insurance coverage.

Learn more

IT business balance survey 2011
Challenges faced by today's CIOs

Banking and Securities Outlook 2011
Regulatory pressures and new considerations

Offshoring in the financial services industry
A survey of global offshoring

2010 Financial Services Global Security Study
The faceless threat

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