Data Overview Report

Business, IT, And Technology Priorities In Financial Services, 2025

 and  four contributors
Sep 12, 2025

Summary

Every year, Forrester clients seek insights into the evolving priorities within the financial services sector. To address these inquiries, Forrester’s Priorities Survey, 2025 asked business and technology professionals at financial services organizations worldwide about their organization’s business and technology priorities. This report highlights budget allocations, business and technology priorities, emerging concerns, and investment trends to help technology strategists and business leaders understand the current state and trajectory of the industry.

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