Perceptions of Consulting in Financial Services in 2026
The financial services landscape is shifting rapidly, driven by technological advancements, evolving customer needs, and fierce competition from new players. It may come as no surprise that responding to customer needs has jumped up in relative importance to make it one of the top five priorities for financial services clients today.
As a result, clients are doubling down on trust and proven expertise. Thanks to AI democratisation, clients are more self-sufficient than ever. So, when they turn to your firm for help, they need to see added value. The bar has been raised, and firms need to ensure they are well positioned to meet it.
We explore this and more in our latest report, Perceptions of Consulting in Financial services in 2026, which you can download here today.
What’s inside?
- What really matters to clients in financial services: Three key stories about how financial services clients view firms and make buying decisions, including which firms are considered the most trustworthy.
- Ranking of leading firms: Based on a survey of 659 executives, we take client perceptions and turn them into scores for your firm and your competitors.
- Firm-by-firm profiles: We zero in on the strengths and weaknesses of firms in the financial services sector through the eyes of your buyers.
Why does it matter for your firm?
- Understand your market position: Benchmark your performance against competitors to identify strengths, weaknesses, and opportunities.
- Target investment effectively: Focus resources where they will have the greatest impact along the buyer journey.
- Increase marketing effectiveness: Use evidence of what resonates with clients to improve messaging and strengthen your brand.
To find out more, access the report or contact us.