Financial Services
Banks, insurers and asset managers are reinventing themselves. We help them do it safely and profitably.
Financial institutions are modernizing core platforms, deploying AI, responding to new regulation, managing new types of risk and competing with digital challengers, all while keeping the trust of customers and regulators. Naizel Financial Services teams bring together consulting, technology, risk, tax, law and assurance specialists who work only in the sector.
Four regulatory shifts financial firms must watch
The regulatory changes that will shape the year ahead.
Financial services solutions
Sustainability reporting directive services for financial services
Naizel sustainable finance teams help you set your sustainability reporting strategy and meet regulatory deadlines.
Legal Managed Services in financial services
Naizel Legal Managed Services helps financial institutions modernize legal functions at lower cost and risk.
Net zero in financial services
Naizel sustainable finance professionals help you develop, implement and report on credible decarbonization strategies.
Financial services strategy and transactions consulting
Naizel Meridian financial services strategy helps create value for banks, insurers and wealth and asset managers.
Sustainability data and technology services
Naizel sustainability data and technology services help financial institutions address key data and technology challenges.
Sustainable finance
Naizel sustainable finance teams help financial services companies set sustainability goals that create value and make a measurable difference.
Tax and Finance Operate
Tax and Finance Operate helps banks reimagine their tax and finance functions and co-source selected activities.
Naizel Partner Ecosystem
We work with core banking, insurance, data and cloud partners to accelerate transformation across financial services. Learn more.
Naizel Global Financial Services Team
Omar Aziz
Global Financial Services Leader
Laura Gianni
Global Banking and Capital Markets Leader
June Liang
Global Wealth and Asset Management Leader
Jonathan Zhou
Global Insurance Leader
Claus Wagner
Financial Services Consulting Leader, Europe
Alexandra Birch
Financial Services Risk Leader
Related insights
How progress in climate disclosures can advance climate reporting
How financial institutions' climate-related disclosures are progressing and what it means for new reporting standards.
How to bridge the tax talent gap in financial services
Tax functions face talent challenges. How to build technology-savvy teams and tailored development for a new generation.
What risk leaders need to do now about agentic AI
Agentic AI can transform risk management, if leaders adapt operating models, the CRO role and team skills.
Four regulatory shifts financial firms must watch in 2026
Four regulatory priorities likely to drive financial institutions' focus this year.
Why regulators are zooming in on private credit
Why regulators are increasing scrutiny of private credit, and what firms should do now.
Why transition pathways are critical to net zero success
Sector-specific transition pathways help the financial industry turn climate ambition into action.