COVID-19 created operational, technological and financial challenges that are transforming the financial services industry in dramatic and long-lasting ways. As organizations grapple with continued economic uncertainty and adapt to rapid changes from digital transformation, they need strategies and solutions that reflect where they are now and—more importantly—help them plan for the future in this changed landscape. 

To better understand the path ahead, CFO Dive's studioID surveyed 139 financial services executives about how they are meeting the needs of their clients in this time of transformation. What we uncovered was a better understanding of how financial services companies are transforming in a digital world, including: 

• Their plans for profitability in an uncertain time
• Their top priorities for digital transformation
• The areas where they’re making the most significant investments

​