TBG Financial Services Pulse 2027

Help Shape the Future of Financial Services.

Thank you for contributing to the annual TBG Financial Services Pulse. Your responses will help create one of the industry’s most valuable annual benchmarks.

This survey takes approximately 5 minutes to complete.

Question 2

Which country are you primarily based in?

Question 3

Approximately how many employees does your organisation have?

1-10 11-25 26-50 51-100 101-250 251-500 501-1,000 1,001-5,000 5,000+

Question 4

Which market do you primarily serve?

Consumer (B2C) Business (B2B) Government / Public Sector Non-profit Mixed Other

Question 5

Which best describes your organisation?

Owner / Operator Service Provider Product / Manufacturer Supplier / Distributor Consultant / Advisory Technology Provider Financial Institution Investor Other

Section 2

The State of Financial Services

Help us understand how the industry is performing today.

Question 6

How confident are you about the Financial Services industry over the next 12 months?

1 · Very Concerned 10 · Extremely Confident

Question 9

If you could improve ONE thing across the Financial Services industry tomorrow, what would it be?

0 / 250

Question 10

Overall, how optimistic are you about the future of Financial Services?

1 · Not Optimistic 10 · Extremely Optimistic

Section 3

Technology & Leadership

These final questions help us understand where Financial Services is heading.

Question 11

How digitally connected is your organisation today?

1 · Completely Disconnected 10 · Fully Connected

Question 12

How prepared do you believe your organisation is for Artificial Intelligence?

1 · Not Prepared 10 · Extremely Prepared

Question 14 (Optional)

As a leader, what keeps you awake at night?

0 / 250

Question 15 (Optional)

Complete this sentence. "The Financial Services industry in 2030 will be…"

0 / 250

Almost done

Stay Connected

Would you like to receive the results and stay part of the research? Tick anything that applies. It’s all optional.

Receive the TBG Financial Services Pulse Report Receive quarterly Industry Insights Participate in a future interview Feature your company in future research Receive invitations to TBG Industry Roundtables Hear about future TBG events and podcasts

Name Company Email Address LinkedIn (Optional)

Thank you

You’ve helped shape the future of Financial Services.

Every response contributes to the annual TBG Financial Services Pulse, helping leaders better understand where the industry is today and where it’s heading tomorrow.

See the live Financial Services Pulse → Explore other industries

Help Shape the Future of Financial Services.

About You

Which best describes your role?

Which country are you primarily based in?

Approximately how many employees does your organisation have?

Which market do you primarily serve?

Which best describes your organisation?

The State of Financial Services

How confident are you about the Financial Services industry over the next 12 months?

What is the single biggest challenge facing your business today?

What do you believe is the biggest opportunity for the Financial Services industry over the next five years?

If you could improve ONE thing across the Financial Services industry tomorrow, what would it be?

Overall, how optimistic are you about the future of Financial Services?

Technology & Leadership

How digitally connected is your organisation today?

How prepared do you believe your organisation is for Artificial Intelligence?

What is the next major investment your organisation plans to make?

As a leader, what keeps you awake at night?

Complete this sentence. "The Financial Services industry in 2030 will be…"

Stay Connected

You’ve helped shape the future of Financial Services.

Somewhere right now, a founder at your level is solving the problem you’re stuck on.