{"id":74194,"date":"2026-01-17T01:23:18","date_gmt":"2026-01-17T06:23:18","guid":{"rendered":"https:\/\/www.sisinternational.com\/?page_id=74194"},"modified":"2026-01-26T14:28:02","modified_gmt":"2026-01-26T19:28:02","slug":"financial-services-forecast","status":"publish","type":"page","link":"https:\/\/www.sisinternational.com\/ja\/industry-forecast\/financial-services-forecast\/","title":{"rendered":"Financial Services Forecast"},"content":{"rendered":"<h1 class=\"wp-block-heading\">Financial Services Forecast<\/h1>\n\n\n\n<figure class=\"gb-block-image gb-block-image-44fc6a09\"><img loading=\"lazy\" decoding=\"async\" width=\"1456\" height=\"816\" class=\"gb-image gb-image-44fc6a09\" src=\"https:\/\/www.sisinternational.com\/wp-content\/uploads\/2025\/10\/OMS-and-PMS-Financial-Services-1.jpg\" alt=\"SIS \u56fd\u969b\u5e02\u5834\u8abf\u67fb\u3068\u6226\u7565\" title=\"OMS and PMS Financial Services (1)\" srcset=\"https:\/\/www.sisinternational.com\/wp-content\/uploads\/2025\/10\/OMS-and-PMS-Financial-Services-1.jpg 1456w, https:\/\/www.sisinternational.com\/wp-content\/uploads\/2025\/10\/OMS-and-PMS-Financial-Services-1-300x168.jpg 300w, https:\/\/www.sisinternational.com\/wp-content\/uploads\/2025\/10\/OMS-and-PMS-Financial-Services-1-1024x574.jpg 1024w, https:\/\/www.sisinternational.com\/wp-content\/uploads\/2025\/10\/OMS-and-PMS-Financial-Services-1-768x430.jpg 768w, https:\/\/www.sisinternational.com\/wp-content\/uploads\/2025\/10\/OMS-and-PMS-Financial-Services-1-18x10.jpg 18w\" sizes=\"auto, (max-width: 1456px) 100vw, 1456px\"><\/figure>\n\n\n\n<p>Financial Services in 2026<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\"\/>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"has-global-color-9-color has-text-color has-link-color wp-elements-e0932587e1c32742ed045793ba2b7a9a\"><strong><em>Forward-thinking financial services leaders are already preparing for what lies ahead.<\/em><\/strong><\/p>\n<\/blockquote>\n\n\n\n<p>Our team at SIS International Research works closely with financial institutions worldwide to identify emerging opportunities and address strategic challenges. We would like to share some key insights about what is driving change in your industry.<\/p>\n\n\n\n<p><strong>Success will depend on understanding the shifts happening across banking, insurance, and wealth management<\/strong>, and knowing how to act on them.<\/p>\n\n\n\n<div class=\"wp-block-columns has-global-color-9-color has-text-color has-background has-link-color wp-elements-07095b22672661b0b3ce54b150443411 is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\" style=\"background-color:#f7f9fa6e\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:18%\"><\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:71.28%\">\n<div class=\"wp-block-rank-math-toc-block aligncenter has-global-color-9-color has-text-color has-link-color wp-elements-556b919519bb07ff9684a92286f0dd4b\" style=\"font-size:16px\" id=\"rank-math-toc\"><h2><br><strong>T<\/strong>able of Contents<\/h2><nav><ul><li class=\"\"><a href=\"#financial-services-expanding-rapidly-yet-facing-real-uncertainties\">Financial Services: Expanding Rapidly, Yet Facing Real Uncertainties<\/a><\/li><li class=\"\"><a href=\"#what-is-reshaping-financial-services-research-right-now\">What is Reshaping Financial Services Research Right Now<\/a><\/li><li class=\"\"><a href=\"#what-financial-services-leaders-are-asking-from-research-partners\">What Financial Services Leaders Are Asking From Research Partners<\/a><\/li><\/ul><\/nav><\/div>\n<\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"financial-services-expanding-rapidly-yet-facing-real-uncertainties\">Financial Services: Expanding Rapidly, Yet Facing Real Uncertainties<\/h2>\n\n\n\n<p>The global financial services sector is expected to climb toward $47.55 trillion by 2029. Growth is solid and consistent.<\/p>\n\n\n\n<p>But here is what makes this moment particularly interesting: recent surveys of financial services executives reveal that 72% consider their organizations highly exposed to economic volatility, while similar percentages worry about technological disruption and regulatory changes.<\/p>\n\n\n\n<p>Even more notable, roughly three-quarters acknowledge that most of their current revenue sources may not be sustainable over the next decade.<\/p>\n\n\n\n<body style=\"margin: 0; padding: 0; background-color: #f4f4f4; font-family: Arial, sans-serif;\">\n    <table width=\"100%\" cellpadding=\"0\" cellspacing=\"0\" border=\"0\" style=\"background-color: #f4f4f4; padding: 20px 0;\">\n        <tr>\n            <td align=\"center\">\n                <table width=\"600\" cellpadding=\"0\" cellspacing=\"0\" border=\"0\" style=\"background-color: #ffffff; max-width: 600px; width: 100%;\">\n                    <!-- Header -->\n                    <tr>\n                        <td style=\"padding: 30px 20px 20px 20px; text-align: center;\">\n                            <h2 style=\"color: #1a4d7d; font-size: 22px; font-weight: 600; margin: 0; line-height: 1.4; font-family: Arial, sans-serif;\">\n                                Financial Services Market Shows Consistent Expansion\n                            <\/h2>\n                        <\/td>\n                    <\/tr>\n                    \n                    <!-- Data Table -->\n                    <tr>\n                        <td style=\"padding: 10px 20px;\">\n                            <table width=\"100%\" cellpadding=\"0\" cellspacing=\"0\" border=\"0\" style=\"background-color: #f9f9f9; border-radius: 8px;\">\n                                <tr>\n                                    <td style=\"padding: 20px;\">\n                                        <table width=\"100%\" cellpadding=\"8\" cellspacing=\"0\" border=\"0\" style=\"font-size: 14px; color: #333; font-family: Arial, sans-serif;\">\n                                            <tr style=\"background-color: #e8f0f7;\">\n                                                <td style=\"padding: 12px; font-weight: 600; color: #1a4d7d;\">Year<\/td>\n                                                <td style=\"padding: 12px; font-weight: 600; color: #1a4d7d; text-align: right;\">Market Value<\/td>\n                                            <\/tr>\n                                            <tr>\n                                                <td style=\"padding: 10px; border-bottom: 1px solid #eee;\">2023<\/td>\n                                                <td style=\"padding: 10px; text-align: right; border-bottom: 1px solid #eee; font-weight: 600;\">$31.1T<\/td>\n                                            <\/tr>\n                                            <tr>\n                                                <td style=\"padding: 10px; border-bottom: 1px solid #eee;\">2024<\/td>\n                                                <td style=\"padding: 10px; text-align: right; border-bottom: 1px solid #eee; font-weight: 600;\">$33.5T<\/td>\n                                            <\/tr>\n                                            <tr>\n                                                <td style=\"padding: 10px; border-bottom: 1px solid #eee;\">2025<\/td>\n                                                <td style=\"padding: 10px; text-align: right; border-bottom: 1px solid #eee; font-weight: 600;\">$36.1T<\/td>\n                                            <\/tr>\n                                            <tr>\n                                                <td style=\"padding: 10px; border-bottom: 1px solid #eee;\">2026<\/td>\n                                                <td style=\"padding: 10px; text-align: right; border-bottom: 1px solid #eee; font-weight: 600;\">$38.7T<\/td>\n                                            <\/tr>\n                                            <tr style=\"background-color: #e8f0f7;\">\n                                                <td style=\"padding: 12px; font-weight: 700; color: #1a4d7d;\">2028 (Projected)<\/td>\n                                                <td style=\"padding: 12px; text-align: right; font-weight: 700; color: #1a4d7d; font-size: 16px;\">$44.9T<\/td>\n                                            <\/tr>\n                                        <\/table>\n                                    <\/td>\n                                <\/tr>\n                            <\/table>\n                        <\/td>\n                    <\/tr>\n                    \n                    <!-- Key Insight -->\n                    <tr>\n                        <td style=\"padding: 20px 30px; text-align: center;\">\n                            <p style=\"color: #444; font-size: 16px; line-height: 1.6; margin: 0; font-family: Arial, sans-serif;\">\n                                \u304b\u3089 <strong style=\"color: #1a4d7d;\">$31.1T in 2023<\/strong> to a projected <strong style=\"color: #1a4d7d;\">$44.9T by 2028<\/strong> \u2014 the financial services landscape continues expanding at approximately 7.6% annually, driven by digital transformation and evolving customer expectations.\n                            <\/p>\n                        <\/td>\n                    <\/tr>\n                    \n                    <!-- Source -->\n                    <tr>\n                        <td style=\"padding: 10px 20px 30px 20px;\">\n                            <table width=\"100%\" cellpadding=\"0\" cellspacing=\"0\" border=\"0\">\n                                <tr>\n                                    <td style=\"background-color: #f5f5f5; border-left: 3px solid #1a4d7d; padding: 12px 15px;\">\n                                        <p style=\"margin: 0; font-size: 13px; color: #666; line-height: 1.5; font-family: Arial, sans-serif;\">\n                                            <strong>\u30bd\u30fc\u30b9\uff1a<\/strong> Industry Market Analysis Data\n                                        <\/p>\n                                    <\/td>\n                                <\/tr>\n                            <\/table>\n                        <\/td>\n                    <\/tr>\n                <\/table>\n            <\/td>\n        <\/tr>\n    <\/table>\n<\/body>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"what-is-reshaping-financial-services-research-right-now\">What is Reshaping Financial Services Research Right Now<\/h2>\n\n\n\n<p>Let us explore five trends we are seeing across the industry and how they are influencing research priorities:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">The AI Trust Gap<\/h3>\n\n\n\n<p>\u6d88\u8cbb\u8005 <a href=\"https:\/\/www.sisinternational.com\/ja\/%e5%b0%82%e9%96%80%e7%9f%a5%e8%ad%98\/%e7%94%a3%e6%a5%ad\/%e5%b8%82%e5%a0%b4%e8%aa%bf%e6%9f%bb%e3%81%ae%e3%83%ac%e3%83%93%e3%83%a5%e3%83%bc\/\" title=\"\u30ec\u30d3\u30e5\u30fc \u5e02\u5834\u8abf\u67fb\"  data-wpil-monitor-id=\"5990\">research shows that even in markets<\/a> with high technology adoption like the U.S. and Hong Kong, approximately 80% of banking customers express concerns about AI implementations.<\/p>\n\n\n\n<ol class=\"wp-block-list\"><\/ol>\n\n\n\n<p>\u2714\ufe0f<strong> Why this matters for research:<\/strong> We are helping clients test how to communicate AI benefits, identify which customer segments are most receptive, and determine which AI applications resonate most strongly.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Digital-First Banks Gaining Serious Ground<\/h3>\n\n\n\n<p>In the U.S., the share of consumers using neobanks as their main banking relationship jumped from 4.6% in 2022 to 8.7% in 2024.<\/p>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\"><\/ol>\n\n\n\n<p>\u2714\ufe0f<strong> Why this matters for research<\/strong>: Traditional institutions need to understand why customers are switching and what would keep them loyal. Meanwhile, digital banks need insights on scaling sustainably.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Mobile Banking as the New Normal<\/h3>\n\n\n\n<p>With 77% of U.S. households now using mobile banking monthly, digital channels are not optional; they are the primary way most customers interact with their financial institutions.<\/p>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\"><\/ol>\n\n\n\n<p>\u2714\ufe0f <strong>Why this matters for research:<\/strong> We help clients understand which features drive engagement versus which create friction, how personalization impacts loyalty, and where experience gaps exist compared to competitors.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Finance Embedded Everywhere<\/h3>\n\n\n\n<p>Financial services are appearing in unexpected places: retail checkout flows, healthcare platforms, travel booking sites.<\/p>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\"><\/ol>\n\n\n\n<p>\u2714\ufe0f<strong> Why this matters for research: <\/strong>We help organizations evaluate partnership opportunities, test customer receptivity to embedded offerings, and understand how these channels affect traditional distribution models.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Security Concerns Remain Front and Center<\/h3>\n\n\n\n<p>Industry analysts estimate that AI-powered fraud detection could help insurers address up to $160 billion in annual fraud losses, yet security anxieties persist as a major barrier to digital adoption.<\/p>\n\n\n\n<ol start=\"5\" class=\"wp-block-list\"><\/ol>\n\n\n\n<p>\u2714\ufe0f<strong> Why this matters for research: <\/strong>Through targeted research, we help institutions understand which security measures actually build confidence, how to communicate protections effectively, and what concerns different customer segments prioritize most.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"what-financial-services-leaders-are-asking-from-research-partners\">What Financial Services Leaders Are Asking From Research Partners<\/h2>\n\n\n\n<p>Based on our conversations with clients across the sector, priorities are shifting:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Speed with substance: <\/strong>Quick turnarounds that still deliver deep, reliable insights<\/li>\n\n\n\n<li><strong>Strategic clarity:<\/strong> Not just what the data says, but what it means for your business<\/li>\n\n\n\n<li><strong>Measurable impact:<\/strong> Research that connects directly to business outcomes<\/li>\n\n\n\n<li><strong>Flexible methodologies: <\/strong>The right mix of quantitative rigor and qualitative depth for each question<\/li>\n<\/ul>\n\n\n<h2>\u30cb\u30e5\u30fc\u30e8\u30fc\u30af\u306e\u65bd\u8a2d\u6240\u5728\u5730<\/h2>\n<p><!-- \/wp:post-content --><\/p>\n<p><!-- wp:html --> <iframe loading=\"lazy\" src=\"https:\/\/www.google.com\/maps\/embed?pb=!1m18!1m12!1m3!1d3022.976188376966!2d-73.99130312499956!3d40.740549471389315!2m3!1f0!2f0!3f0!3m2!1i1024!2i768!4f13.1!3m3!1m2!1s0x89c259a15798c731%3A0xd695d09bdd495f25!2s11%20E%2022nd%20St%20FL%202%2C%20New%20York%2C%20NY%2010010%2C%20USA!5e0!3m2!1sen!2spe!4v1726171763526!5m2!1sen!2spe\" width=\"600\" height=\"450\" allowfullscreen=\"allowfullscreen\" data-mce-fragment=\"1\"><\/iframe> <!-- \/wp:html --><\/p>\n<p><!-- wp:paragraph --><\/p>\n<h3 class=\"wp-block-heading\">11 E 22nd Street\u30012\u968e\u3001\u30cb\u30e5\u30fc\u30e8\u30fc\u30af\u3001NY 10010 \u96fb\u8a71: +1(212) 505-6805<\/h3>\n<hr \/>\n<h2><span style=\"font-weight: 400;\">SIS\u30a4\u30f3\u30bf\u30fc\u30ca\u30b7\u30e7\u30ca\u30eb\u306b\u3064\u3044\u3066<\/span><\/h2>\n<p><a href=\"https:\/\/www.sisinternational.com\/ja\/\"><span style=\"font-weight: 400;\">SIS\u30a4\u30f3\u30bf\u30fc\u30ca\u30b7\u30e7\u30ca\u30eb<\/span><\/a><span style=\"font-weight: 400;\"> \u5b9a\u91cf\u7684\u3001\u5b9a\u6027\u7684\u3001\u6226\u7565\u7684\u306a\u8abf\u67fb\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u610f\u601d\u6c7a\u5b9a\u306e\u305f\u3081\u306e\u30c7\u30fc\u30bf\u3001\u30c4\u30fc\u30eb\u3001\u6226\u7565\u3001\u30ec\u30dd\u30fc\u30c8\u3001\u6d1e\u5bdf\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u307e\u305f\u3001\u30a4\u30f3\u30bf\u30d3\u30e5\u30fc\u3001\u30a2\u30f3\u30b1\u30fc\u30c8\u3001\u30d5\u30a9\u30fc\u30ab\u30b9 \u30b0\u30eb\u30fc\u30d7\u3001\u305d\u306e\u4ed6\u306e\u5e02\u5834\u8abf\u67fb\u65b9\u6cd5\u3084\u30a2\u30d7\u30ed\u30fc\u30c1\u3082\u5b9f\u65bd\u3057\u307e\u3059\u3002<\/span><a href=\"https:\/\/www.sisinternational.com\/ja\/sis%e5%9b%bd%e9%9a%9b%e7%a0%94%e7%a9%b6%e3%81%ab%e3%81%a4%e3%81%84%e3%81%a6\/contact-sis-international-market-research\/\"><span style=\"font-weight: 400;\"> \u304a\u554f\u3044\u5408\u308f\u305b<\/span><\/a><span style=\"font-weight: 400;\"> \u6b21\u306e\u5e02\u5834\u8abf\u67fb\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306b\u3054\u5229\u7528\u304f\u3060\u3055\u3044\u3002<\/span><\/p>\n\n<!-- wp:paragraph -->\n<p><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p><\/p>\n<!-- \/wp:paragraph -->","protected":false},"excerpt":{"rendered":"<p>Financial Services Forecast Financial Services in 2026 Forward-thinking financial services leaders are already preparing for what lies ahead. Our team at SIS International Research works closely with financial institutions worldwide to identify emerging opportunities and address strategic challenges. We would like to share some key insights about what is driving change in your industry. Success &#8230; <a title=\"Financial Services Forecast\" class=\"read-more\" href=\"https:\/\/www.sisinternational.com\/ja\/industry-forecast\/financial-services-forecast\/\" aria-label=\"Financial Services Forecast \u306b\u3064\u3044\u3066\u3055\u3089\u306b\u8aad\u3080\">\u3082\u3063\u3068\u8aad\u3080<\/a><\/p>","protected":false},"author":1,"featured_media":71775,"parent":74182,"menu_order":7,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-74194","page","type-page","status-publish","has-post-thumbnail"],"_links":{"self":[{"href":"https:\/\/www.sisinternational.com\/ja\/wp-json\/wp\/v2\/pages\/74194","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sisinternational.com\/ja\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.sisinternational.com\/ja\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.sisinternational.com\/ja\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sisinternational.com\/ja\/wp-json\/wp\/v2\/comments?post=74194"}],"version-history":[{"count":6,"href":"https:\/\/www.sisinternational.com\/ja\/wp-json\/wp\/v2\/pages\/74194\/revisions"}],"predecessor-version":[{"id":79656,"href":"https:\/\/www.sisinternational.com\/ja\/wp-json\/wp\/v2\/pages\/74194\/revisions\/79656"}],"up":[{"embeddable":true,"href":"https:\/\/www.sisinternational.com\/ja\/wp-json\/wp\/v2\/pages\/74182"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.sisinternational.com\/ja\/wp-json\/wp\/v2\/media\/71775"}],"wp:attachment":[{"href":"https:\/\/www.sisinternational.com\/ja\/wp-json\/wp\/v2\/media?parent=74194"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}