Skip to main content

      Building, together,  the future of financial services.

      Disruption. Regulation. Cost. These are three key topics that connect the countless challenges faced by retail, commercial and investment banks in today’s rapidly evolving financial services industry. From the adoption of new technologies, such as artificial intelligence (AI), robotics and blockchain, to the transition to more economic structures, while driving value creation, banks are facing challenges on several fronts. KPMG can help.

      KPMG has a global and multidisciplinary team of professionals who understand their clients’ specific needs and can help them achieve successful results. Our close connection with regulators, our understanding of key issues and deep industry knowledge come together in a seamless work process with practical outcomes. We are constantly evolving and growing in order to ensure we have the capabilities, methods and alliance relationships needed to deliver insight-driven, fact-based and technology-enabled services, so as to boost sustainable value.

      Rodrigo Lourenço photo
      Rodrigo Lourenço

      Advisory Partner

      KPMG in Portugal

      KPMG helps financial institutions to prepare for and benefit from current tendencies, by redesigning strategies and operational models.

      The main tendencies shaping the sector:

      • Digitisation of operational models and processes
      • Smart automation and application of AI
      • Transition to optimised cost structures
      • Agile compliance and integrated risk management
      • Modernisation of customer experience in omnichannel environments

      The future of banking is digital, secure and integrated.

      How KPMG can help!

      With a multidisciplinary team of audit, tax, advisory and tech specialists, we offer integrated solutions that combine in-depth knowledge of the financial sector with technological innovation and strategic vision. This approach enables us to deliver concrete results and to help institutions face the challenges of a constantly evolving sector.

      What makes us different:

      auto_stories

      Profound experience in regulated environments

      corporate_fare

      Close relations with the main regulatory authorities

      query_stats

      Advanced technological capability in data analytics, AI and automation

      join_inner

      Strategic vision geared to value creation and operational optimisation

      assured_workload

      Efficient fiscal management, tax optimisation and regulatory compliance


      Contact us

      Ready to fast-track your company’s future? Talk to us.

      Two professionals sitting in a modern space with large windows, discussing work documents.

      Our knowledge, experience and strategic vision applied to the banking and capital markets sector.

      Welcome to the KPMG knowledge base of research that demonstrates KPMG professionals' understanding of complex business challenges faced by organizations around the world.



      We have a solution for your challenge

      Discover how KPMG can help you and your business.