C-suite barometer: financial services sector view

8 July 2025

In an increasingly complex and fast-paced environment, financial services leaders are focusing their efforts on strategic transformation, operational resilience and workforce readiness. Drawing on insights from executives across more than 35 countries, our latest report reveals how organisations in the sector are adapting to ongoing disruption, balancing risk with innovation and refining their long-term ambitions.

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Featuring commentary from Forvis Mazars experts and a contribution from Götz Treber of the German Insurance Association, this edition offers a valuable benchmarking tool for financial services professionals navigating uncertainty and seeking growth in a globalised economy.

“The winners will be those who understand it is not simply about acquiring technology or a lack of new talent but the ability to develop a strategy and workforce to embrace the technology required to stay connected in a complex and global business landscape.”
Emmanuel Dooseman

Key findings

96% of leaders in the sector have a positive outlook for their businesses in 2025 with 87% reporting growing revenues
37% of respondents point to economic uncertainty as the main factor holding back growth, followed by 35% citing increased competition and 33% mentioning energy prices
36% of sampled leaders feel “very confident” in their ability to manage key trends- a figure that has dropped sharply since last year

Looking ahead, financial services executives are prioritising strategies that balance innovation with resilience. Whether through improving regulatory reporting, investing in AI or reassessing expansion plans in light of geopolitical change, leaders are navigating an environment where agility and long-term thinking will be critical to success.

Explore the full findings to see how your organisation’s priorities align with the wider market – and where there may be opportunities to lead.

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