Insights on Financial Services

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Article

The looming advisor shortage in US wealth management

February 10, 2025 -

Demand is strong. Capturing it will require wealth managers to tackle the impending shortage of advisors.

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Report

Global Banking Annual Review 2024: Attaining escape velocity

October 17, 2024 -

In coming years, the “management quotient” will spell the difference between industry leaders and laggards.

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Report

Global Insurance Report 2025: The pursuit of growth

November 19, 2024 -

Finding profitable growth is an imperative for the world’s personal and commercial property and casualty insurers, while life carriers must adjust to changing consumer needs.

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Podcast - The McKinsey Podcast

What’s next for global banking

February 28, 2025 -

Banking is the single-largest profit-generating sector in the world. So why the skepticism about its long-term value—and what should leaders do differently?

Podcast

A new breed of payment processors

February 12, 2025 -

Bhavin Turakhia, CEO and cofounder of Zeta, a ‘next-gen payment card processor,’ discusses next-gen payments technology and his journey as a serial tech entrepreneur.

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Article

Deposits: The top profitability lever for retail banks’ CEOs

February 6, 2025 -

Sophisticated deposit management can help banks lower funding costs, improve liquidity, enhance customer loyalty, and boost margins.

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Article

Financial data and markets infrastructure: Positioning for the future

January 28, 2025 -

The financial data and markets infrastructure (FDMI) industry is thriving. However, recent disruptions are motivating providers to make strategic changes to sustain their success.

Interview

Bringing digital to B2B payments

January 10, 2025 -

Serial entrepreneur René Lacerte talks about BILL’s quest to help businesses connect and transact and his passion for small and midsize businesses.

Interview

Blackstone’s Gilles Dellaert on private credit and insurance

December 17, 2024 -

The leader of Blackstone Credit and Insurance looks at where the industries have been and where they’re headed.

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McKinsey Direct

Protecting public funds: The fight against government fraud

December 17, 2024 -

Fighting fraud that targets the federal government is an opportunity worth hundreds of billions of dollars. Agencies, legislature, and the public could work together to claim some of that back.

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Report

Redefining success: A new playbook for African fintech leaders

December 10, 2024 -

As African fintechs evolve, businesses and investors are shifting their focus from a growth-at-all-costs approach to investing in sustainable paths to success.