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Banking and Insurance: Home

Information Services and Library Team

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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 202

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.