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Financial Services 

Uncovering the opportunities in industry transformation


In recent years, the financial services industry has been buffeted by foundational challenges. Regulatory requirements are growing, customer expectations are rising and shareholders continue to demand healthy returns and the maintenance of higher capital buffers.

KPMG & your business

KPMG can help you meet these challenges head on. We offer a broad range of services and advice to help you manage risk, enhance regulatory compliance, optimize your customer and channel strategies, improve your operational efficiency and keep costs under control.


Risk & regulatory transformation

Rationalize compliance costs, enhance tax transparency, address market conduct risk, transform internal audit functions, improve cyber resilience, meet anti-money laundering mandates and take other steps to strengthen your governance, risk and compliance programs.


Operational efficiency & effectiveness

Enhance efficiency and productivity by strengthening your cost management, business models, sourcing and outsourcing, shared services, vendor relationships, technology systems and organizational design.


Customer & channel optimization

Align your people, processes and technologies to improve the customer experience and enhance the customer journey with a range of customer retention and growth, customer segregation, data analytics, and digital strategies.

KPMG's Financial Services Webcasts

KPMG Webcast Replay: Common Reporting Standard
Watch the replay to learn what you need to know to prepare and the challenges of the new qualified intermediary agreement.


KPMG Webcast: Common Reporting Standard
Register now to learn what you need to know to prepare and the challenges of the new qualified intermediary agreement.


BEPS - latest developments for financial services replay now available
This is a series of 3 webcasts that will focus on latest BEPS developments and it's impact on Banks, Insurers and Asset Managers.


Risk and Regulatory replay now available
With the insurance industry facing ongoing change and disruption, KPMG’s national industry leaders put together a simulcast series to share their insights on how to deal with the change.


Webcast replay now available
How will IFRS 9 impact tax reporting for your financial institution?


Webcast replay now available
Watch our webcast replay to learn how to manage the tax function in today’s challenging environment by leveraging technology.

Important links

Let's start the conversation

Please contact us to find out more about how we can help your business.


Mark L. Smith

Mark L. Smith

National Industry Leader, Financial Services


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