Gregory Marchat, Head of Financial Services Advisory, Forvis Mazars Group, notes that while optimism is high, it is tempered by realism. Financial institutions are navigating multiple pressures at once, regulatory divergence across Europe, the UK and the U.S., digital transformation, emerging risk management requirements and the early‑stage integration of AI. While investment in AI is accelerating, tangible returns remain uneven, and regulation continues to shape the pace and sequencing of transformation. For leaders, the priority is clear: focus on what matters most, remain alert to regulatory differences across geographies, and build the flexibility needed to stay competitive as alignment gradually improves.
Watch the latest interview in our C‑suite expert insights series to hear how financial services leaders are balancing confidence with caution, sequencing transformation and navigating regulatory complexity in a rapidly evolving global market.