Financial Services & Insurance Pulse Survey 2025
Financial Services & Insurance Pulse Survey 2025
How FS&I leaders are navigating resilience in an age of AI, fraud, and uncertainty
About this Report
Based on insights from over 2,000 senior professionals across five major markets, this comprehensive study by Dun & Bradstreet reveals how financial services and insurance (FS&I) leaders are tackling today’s most pressing challenges. From cyber threats and fraud to poor data quality and third-party exposure, the report uncovers the biggest challenges shaping strategies for 2026.
It explores how firms are increasing investment in technology, automation, and AI while struggling to translate ambition into results, often held back by legacy systems and fragmented data. The findings highlight a growing urgency for better risk visibility, improved governance, and stronger collaboration across the financial ecosystem.
What you’ll learn
Cybersecurity and fraud top the risk agenda – with over 79% of FS&I professionals concerned about rising threats.
Data quality is a major roadblock – 64% of firms lack confidence in their data for decision-making and risk management.
AI and digital transformation dominate 2026 priorities – but poor foundations threaten to derail progress.
Organisations remain underprepared – 38% admit they are not fully ready for key risks despite increased investment.
Third-party risk is costly – 91% of firms report negative impacts, with average losses exceeding $700,000.