C-suite barometer: financial services sector view

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. 

Małgorzata Pek-Kocik

Wyniki badania są zgodne z naszymi obserwacjami z rynku finansowego w Polsce i Europie Środkowo-Wschodniej. Pozytywna perspektywa wzrostu skutkuje rosnącymi inwestycjami branży w obszar transformacji technologicznej i wykorzystania AI, a jednocześnie uruchamia silne ambicje ekspansji międzynarodowej. Z tym z kolei wiąże się wyzwanie dotyczące dostosowania się do lokalnych regulacji i wymogów, a te w szczególności w branży finansowej potrafią się istotnie różnić pomiędzy krajami.

Małgorzata Pek Partner, Financial Services Audit & Advisory

Key findings 

  • Most leaders (96%) in the sector have a positive outlook for their businesses in 2025 with a majority (87%) reporting growing revenues.
  • Economic uncertainty (37%) is listed as the main factor holding back growth, followed by increased competition (35%) and energy prices (33%). 
  • Over a third (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, executives have outlined three core strategic priorities for 2025 and beyond: transformation through company IT and technology, new talent strategy and international expansion.

Explore the full findings and discover how financial services sector leaders are preparing for growth in a complex and competitive environment. 

Contacts