The Financial Services Roundtable represents 100 of the largest integrated financial services companies which provide banking, insurance and investment products and services to American consumers.

The stated goals of the Financial Services Roundtable are to:

  1. Be the premier executive forum for the leaders of the financial services industry
  2. Provide powerful legislative and regulatory advocacy
  3. Enhance the industry's public reputation
  4. Promote best practices and a strong infrastructure in technology

The Roundtable believes that financial services companies are integral to the nation's economy and that the competitive marketplace, not government, should largely govern the delivery of financial products and services. It underscores the necessity of uniform national standards across state lines and the effective use of technology to efficiently deliver financial products and services.