News, trends, and insights about the financial services industry.
JLL's HR leaders, Megan Kleinick and Jane Curran, are strategically integrating AI to enhance employee experience and efficiency, emphasizing strong processes and data quality. They use AI-driven recruitment to manage high applicant volumes and are leaning into generative AI tools and personalized AI agents for various HR functions.
In today’s fast-moving financial markets, speed and precision are everything. AI agents for financial services bring real-time, autonomous decisioning to core workflows, ensuring your business stays ahead of the pace.
Uncover pivotal trends shaping financial services in 2025. Learn how AI, embedded finance, and personalized wellness strategies are crucial for financial professionals and analysts.
To thrive in today’s rapidly evolving business landscape, financial services organizations must harness the power of their data. Join us on Workday Shift: Moving Financial Services Forward for a conversation with Lee Vanderpool, chief accounting officer at General Atlantic. Vanderpool reveals how extracting key insights from data fuels competitive advantage and enables agility in decision-making.
Across sectors, AI is offering solutions to challenges once considered unsolvable and powering new levels of scalability, productivity, and innovation.
In an era of constant change, staying ahead of the curve is crucial. In this installment of the podcast series Shift: Moving Financial Services Forward, we talk with Oliwia Berdak, financial technology research director at Forrester Research. We caught up with Berdak to talk about Forrester’s predictions for 2025 and beyond
Dallas-based broker Integrity maintains a positive employee culture by focusing on its people—and employee-friendly technology is a big component of that. Integrity’s Chief People and Culture Officer Rachelle McReynolds shares insights.
In an era of constant change, staying ahead of the curve is crucial. In this installment of the podcast series Shift: Moving Financial Services Forward, we talk with Circle’s chief people officer about the talent management challenges shaking up the financial services industry.
How can HR leaders ensure their people have the right skills for the future? In this episode, Sharon Wingfelder, CHRO at First American Financial, joined Emma Chalwin, CMO at Workday, to talk trends in HR, getting the most out of AI, and cultivating a positive workplace culture.
The CIO role is no longer just about information. It’s also about interoperability. The ability of your systems to talk to each other is at the heart of all enterprise ambition—particularly in financial services. In this installment of our podcast series Shift: Moving Financial Services Forward, Stout CIO Stacy Carron discusses why interoperability is at the heart of CIO success.
Embracing technology to adapt and grow is essential for insurance companies, but how can they prepare for the big change that comes with it? Bob Toohey, EVP & CHRO at Allstate, shares how AI can help build a better employee experience—and how leaders can help their organizations and people transform.
In a new report, industry experts from Deloitte and Workday explain where the investment management industry is headed and how leaders can adapt.
Financial services has been using AI for years, but what’s the next step with this transformative technology? Nicole Carrillo, managing director of financial services at Workday, talks with PwC’s Vikas Agarwal about everything AI in this installment of our podcast series, Shift: Moving Financial Services Forward.
How can insurers take advantage of AI, and why is data quality so important? We explore key takeaways from a new report from Celent, including what companies can do to create a modern insurance enterprise.
As financial services companies continue to grapple with many challenges, they’ll achieve agility with new technologies—including AI—and smarter talent management strategies.
In this video, learn how insurance industry leaders can help their companies better compete by adopting technologies such as AI and partnering with Workday.
The insurance industry is facing a steep talent shortage. One way industry leaders can shore up a growing skills gap? By leveraging AI and machine learning (ML) to power automation and deliver insights to evolve workforces.
As the external workforce in the financial services sector grows, the need for technology to manage contingent workers grows with it.
External workers are an essential part of any workforce, but in the financial services industry, they have become the solution to many labor struggles.
It’s our privilege to honor financial services customers who are driving transformation and reimagining how their future works. Read on to learn this year’s category winners for the Workday Industry Innovation Awards.
Artificial intelligence and machine learning can transform employee data into a talent advantage. They help organizations use strategy rather than luck or hope to find the right hires—and develop a stronger workforce.
Franklin Templeton’s acquisition of Legg Mason doubled its assets under management—and provided an opportunity to transform how its finance team works. Read more in this conversation with leaders from Franklin Templeton and Workday.
Artificial intelligence (AI) and machine learning (ML) are already helping transform the banking and capital markets industry. And there are big opportunities ahead—86% of financial services AI adopters say the technology will be essential to their success. Learn how banking leaders can use AI and ML and prepare for what’s coming next.
Anu Parthiban, senior manager of HR technology at Discover, discusses her personal journey to becoming a developer. She also shares her insights on building applications on Workday and the inspiration that drives her as a leader.
The head of finance systems at Cushman & Wakefield shares Workday’s role in the company’s transformation journey, and why people are at the center.
Facing a volatile environment, pressure from upstart competitors, and soaring customer expectations, the banking and capital markets industry will need flexibility and smart planning to succeed. Read on to learn the opportunities and technologies that can best prepare the industry for success.
In a highly regulated financial services industry, gaining insights and simplified reporting capabilities are essential. Learn how companies can solve their most pressing needs and be more agile with Workday’s Industry Accelerator for Banking and Capital Markets.
Rising climate change risks, heightened consumer expectations, and a dearth of tech talent loom large among the insurance industry’s near-term issues and opportunities. Industry experts share how these demands—and more—will shape the industry in the years to come.
Eric Chung, director of HR systems at Sun Life, shares how the organization delivers innovation while supporting changing business needs with Workday Extend.
Why—and how—companies can speed and smooth integration by prioritizing data and strategic change management.
Leaders from KeyBank and Workday share insights on how to develop a finance-driven environmental, social, and governance (ESG) strategy designed to deliver sustainable advantage and value.
Neil Johnston, global CFO at Cushman & Wakefield, shares insights into the global real estate firm’s digital transformation and the benefits clients and employees have experienced because of it.
Banks and investment organizations face increased pressure and complexity with reporting and accounting requirements that call for speed, accuracy, and data insights. John Van Puffelen of PwC and Jay Rabinowitz from Workday discuss financial services trends and the role of Workday’s Industry Accelerator for Banking and Capital Markets in empowering companies to more quickly innovate and streamline their operations.
In a highly regulated financial services industry, gaining insights and simplified reporting capabilities is essential. Learn how companies can solve their most pressing needs and be more agile with Workday’s Industry Accelerator for Banking and Capital Markets.
Insurance companies must innovate and transform their finance, human resources, and planning operations to adapt to a changing world. Dave Zager from Deloitte and Jay Rabinowitz from Workday talk about the trends impacting companies, embracing tech to fuel growth, and how Workday’s Industry Accelerator for Insurance can help.
Our survey found that only 38% of financial services leaders are confident in their ability to make data-informed decisions in real time. Workday’s Pete Rutman discusses what this means for the industry and its digital growth.
Amid a rapid pace of change, banks are undertaking digital transformations that help them operate faster and better. A new industry perspective paper from PwC and Workday details what can set future leaders apart.
In this article, we’ll discuss the challenges facing the European banking sector, the risks and barriers organisations face on the path to digital transformation, and how the sector will benefit from increased agility.
To best meet intensifying challenges, insurers are becoming digital leaders—adopting cloud-based management platforms that make the most of their wealth of data. In a new report, industry experts from KPMG and Workday explain how insurers can rethink their strategies.
Sustainable and socially responsible investments can boost growth while also building a brighter future. Workday’s Pete Rutman discusses how banks need transparent reporting to make a meaningful impact.
The banking sector has long been ripe for transformation. Yet, legacy technologies have often prevented wholesale digital change. We’ll take a look at two challenges facing the European banking sector and the risks facing organisations on the path to transformation.
As cloud-based technologies take over traditional finance tasks, today’s CFOs are focusing on creating value and driving decisions. Finance leaders from AICPA, Franklin Templeton, Snowflake, and Workday share four principles of value creation: agility, insight, collaboration, and innovation.
German neobank N26 is disrupting the banking market and paving the way for a new generation of financial services companies.
Learn how three industries are driving the “last mile of industry innovation” with the right cloud partner.
CFOs at Broadridge, DocuSign, and Trivago have relied on their diverse professional experiences to lead during the pandemic-related uncertainty of the past few years. They spoke about their priorities during a recent Fortune virtual event.
In the face of ongoing pressures, financial services institutions should optimize procurement to reduce costs without operational and customer-facing disruption.
As businesses across Europe take the first tentative steps toward normality following the worst of the COVID-19 pandemic, attention is now turning to how to prepare for the future. Finance leaders from Workday customer companies discuss resilience, digital transformation, and some of the lessons learned.
Businesses must continue to accelerate their journey to become agile, digital enterprises that are primed to respond to unseen challenges. On 18 November, Workday Industry Insights EMEA will bring together a cross-section of industry experts who will share valuable insights on thriving in such uncertain times.
The Hartford, a leader in property and casualty insurance, group benefits, and mutual funds, shared insights from its 2021 Future of Benefits Study at the Workday Financial Services Industry Summit.
Shift happens—again and again. Yet to succeed in an ever-changing business environment, financial services industry CFOs must drive better decision making and flexibility by uniting operational and financial data in an enterprise management cloud.