UK financial services firms are facing a period of rapid change. Technology is advancing quickly. Customer expectations are shifting. At the same time, firms must navigate strict regulation and a tough economic climate. These pressures are forcing businesses to rethink how they operate and plan for the future.
To better understand how firms are responding, Davies commissioned Censuswide to conduct a survey in May 2024. The study gathered views from 501 senior decision-makers across the UK financial services sector. The findings offer a snapshot of how firms see their current performance and their outlook for the next 12 months.
The report explores key themes. These include confidence in business growth, investment in technology, and the ability to meet regulatory demands. It also looks at how firms are managing risk, improving customer experience, and adapting to economic uncertainty.
One clear message stands out: while many firms are optimistic, they also recognise the need for change. Leaders are focusing on innovation, resilience, and smarter use of data. They are also investing in talent and digital tools to stay competitive.
The report provides practical insights for firms looking to benchmark their own strategies. It highlights where the sector is heading—and what it will take to succeed.
Download the full report to explore the findings in detail. Get in touch to learn how Davies can support your transformation journey in financial services.