The State of Digital Transformation In Financial Services, 2026

According to Forrester Research, customer experience (CX) and revenue growth have been top drivers of digital transformation for the financial services industry since 2017. However, the transformation is a journey, not a destination for many organizations.

While financial services firms are definitely in the throes of digital transformation,

• 26% acknowledge that transformation is never-ending

• 19% still are still considering what to do

• 14% mistakenly think they’ve already transformed

Download the full infographic to see why digital transformation within financial organizations today need a balance between ongoing tech innovation and development of new skills.