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. 

Emmanuel Dooseman

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 Group Financial Services Leader

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. 

 

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C-suite barometer: financial services sector view

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