Financial Services

BDO’s Financial Services Practice helps clients succeed in a changing landscape marked by regulatory reform, disruptive technology, and new service delivery channels.

  • Getting the message: the next step to become cyber resilient

    Getting the message: the next step to become cyber resilient

    Canadian financial-services companies need to get a message after a series of high-profile hacks: they are vulnerable. Cyber-resilience is critical.

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  • The Digital Transformation Playbook for the Middle Market

    The Digital Transformation Playbook for the Middle Market

    How can middle market leaders define digital transformation for their organization? We rescue clarity from the disruption with this guide. Find your path. Read the guide now.

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  • How a leading bank secured data in the cloud

    How a leading bank secured data in the cloud

    How can financial services organizations move to the cloud yet also avoid data breaches? Learn how one bank succeeded. Read the case study.

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  • Banks, fintech, and cybersecurity: The SOC solution

    Banks, fintech, and cybersecurity: The SOC solution

    This guide on cybersecurity for banks and fintech explains how a SOC report can help protect your organization’s data. Get the full story:

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  • How big data and advanced analytics empower financial services

    How big data and advanced analytics empower financial services

    How can financial services executives launch – and sustain – big data and analytics initiatives? See how your organization can move forward.

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  • What organizations need to know about SOC 2+ reports

    What organizations need to know about SOC 2+ reports

    Many organizations are now asking for SOC 2+ reports because they need to comply with industry-specific requirements and regulations.

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  • Turning technology disruptions into big data and advanced analytics opportunities

    Turning technology disruptions into big data and advanced analytics opportunities

    Technology is a major disruptor in the financial services sector.

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  • SSAE 18 Report changes - What do the new AICPA attestation standards SSAE 18 mean for Your SOC compliance

    SSAE 18 Report changes - What do the new AICPA attestation standards SSAE 18 mean for Your SOC compliance

    As more and more businesses choose to outsource functions to service providers, there is an increasing need for thorough Service Organization Control (SOC) reports to ensure confidence between both...

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  • How To Prevent An Equifax-Type Data Breach In Your Company

    How To Prevent An Equifax-Type Data Breach In Your Company

    Learn how to protect your organization from a cybersecurity data breach. This guide details the top cybersecurity steps to take now. Read more:

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  • 7 SOC compliance mistakes - and how to avoid them

    7 SOC compliance mistakes - and how to avoid them

    Starting your Service Organization Control (SOC) compliance without an understanding of some of the common mistakes could result in substantial delays in receiving your SOC report.

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  • IFRS 17: 5 Questions every insurer should be asking

    IFRS 17: 5 Questions every insurer should be asking

    For a comprehensive discussion on IFRS17, watch our on demand webinar. IFRS 17, Insurance Contracts, was published in May 2017 after more than two decades of research and outreach...

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  • GDPR Privacy and cybersecurity compliance - the SOC connection

    GDPR Privacy and cybersecurity compliance - the SOC connection

    This guide on cybersecurity for banks and fintech explains how a SOC report can help protect your organization’s data. Get the full story:

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  • NAFTA 2.0: Key issues and next Steps

    NAFTA 2.0: Key issues and next Steps

    After months of speculation, top trade diplomats assembled August 16 in Washington to chart the future of the North American Free Trade Agreement. The talks bring together negotiators from...

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  • Someone is interested in buying your business… now what?

    Someone is interested in buying your business… now what?

    If you’re like many entrepreneurs, your day to day life is consumed by how to monitor, operate, and grow your business. Finding the right employees, servicing customers, managing cash flow,...

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  • Is Your Plan Capturing CAPSA Guideline No. 4?

    Is Your Plan Capturing CAPSA Guideline No. 4?

    Is Your Plan Capturing CAPSA Guideline No. 4? The pension plan industry is continually evolving. As it evolves, a greater focus exists over enhancing plan governance. The Canadian...

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  • BDO model simplifies ORSA process for farm mutuals

    BDO model simplifies ORSA process for farm mutuals

    Own Risk Solvency Assessment (ORSA) can be an overwhelming process for property and casualty insurers, but it doesn’t have to be.

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