Information Services and Library: Banking and Insurance: Home

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Banking and Insurance search tips:

In our databases Banking and Insurance may be classified under the broader Financial Services heading or may be broken down into narrower sub-sectors such as life and non-life insurance, commercial banking and investment banking.

Company databases may use SIC codes or NAIC codes and in the field of finance the GICS codes may be used (or an ICB for the UK). More information.

Company research

Researching a company in this sector? Take a look at our guide to company research

Learn about the Banking and Insurance industries

Fitch Connect	Although primarily a source of financials and ratings for banks with up to 30 years of financial data, it does also provide commentary and some analysis as well as information and data on Sovereigns. Now uses Single Sign On.
IBISWorld	Provides detailed market research reports for UK, US, China, Europe and (limited) global. Range of sectors covered in the reports including Investment Banking and Brokerage (Global), Life Insurance (UK), Savings Banks and Thrifts (US). It includes short Brexit Impact Statements for various types of business within the Banking and Insurance sector in the UK.
S&P Capital IQ Pro	Formerly known as Market Intelligence or SNL Financial, as well as financial data for financial institutions, it also includes news and analysis.
Mergent Online	Company financials, short industry reports and analyst research reports on this sector.
Statista	Statistics and reports on many aspects of banking and insurance markets.
Technavio Insights	Market reports on topics such as retail banking, contactless cards and risk & compliance, banking IT spend.
Bloomberg Finance Zone only	Go to > Function <BI> and selection sectors and sub-sectors. Or use the function <RES>.
Firsthand	Although primarily a careers database, it offers useful insight into working in various roles and sectors. Registration required.

**Web sources**
Bank for International Settlements Research publications and statistics available primarily of relevance to central banks, but also covers topics such as bank lending and faster payments.	OECD reports Global Insurance Market Trends 2023 report available. . Website also has .xls files of accompanying statistics.
Bain & Company Financial Services is one of the sectors that Bain covers. Recent reports include the Banking M&A report and M&A in Payments Payments (both published Jan 2024).	Cap Gemini Produce reports such as their Top Trends in Retail Banking 2024, the Top Trends in Payments 2024, World Property & Casualty Insurance Report 2023 and Insurance Top Trends 2024.
McKinsey Produce a number of reports, including Global Insurance Report 2023: Closing the personal P&C protection gap, and McKinsey’s Global Banking Annual Review 2023	Financial Conduct Authority (FCA) This UK regulatory body produces reports on market studies it conducts, occasional papers and other research documents as well as sales data for various types of financial services such as mortgage products or retail investments.
PwC PwC produce many reports and surveys on the Financial Services sector and more specifically banking, insurance and fintech.	Insurance Europe Publications and data available from the website of the European Insurance and Reinsurance Federation.
Financial Stability Board The FSB is an international body that monitors and makes recommendations about the global financial system. It produces numerous publications and has lists of systemically important insurers and banks.	Federal Insurance Office An Office of the US Treasury Department, the FIO produces an annual report on the Insurance industry. The focus is the US but international developments and initiatives are covered.

News and keeping up to date

Factiva	Our global news database with news wires, newspapers, websites and trade and professional titles. For a more targeted search limit the sources to those relevant to the Banking & Credit and / or Financial Services and / or Insurance industries.
FT.com	Registration required. NB: It is included when searching Factiva.
Economist	Full personalised access to The Economist. Registration required.
ScienceDirect	A number of titles include articles on banking and insurance.