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Budget Forecasting for 2026

We are collecting insights into 2026 budgeting trends in the financial services industry. Your input will help us create informative content as we head into the new year.

In exchange for your help with this short survey, we will provide early access to the executive summary, an invite-only 30-minute briefing, and a 1-page benchmarking snapshot.

Responses are anonymous (we only need emails to send you the summary).
1.How will your 2026 budget compare to 2025?(Required.)
2.Where do you expect to allocate more funding in 2026? Select all that apply.(Required.)
3.Where do you anticipate budget cuts in 2026? Select all that apply.(Required.)
4.How will these budget components change in 2026 vs. 2025?(Required.)
Decrease significantly
Decrease slightly
No change
Increase slightly
Increase significantly
Technology
Personnel
Marketing
5.What technologies will see increased investment? Select all that apply.(Required.)
6.How important are the following technologies for your financial institution?
Extremely Important
Very Important
Moderately Important
Slightly Important
Unimportant
E-signature
Remote deposit capture
Integrated loan processing systems
Online loan applications
Instant payments
Automated commercial account opening
Fintech partnerships for banking-as-a-service (BaaS)
Artificial Intelligence (AI)
Interactive teller machines (ITMs)
Open Banking
Digital assets (e.g., stablecoin)
7.How important is adopting new/emerging technologies to meet customer/member demand?(Required.)
8.What is the primary driver of your 2026 budget decisions?(Required.)
9.What is the biggest constraint on increasing your budget?
10.Please provide any additional comments on your 2026 budgeting expectations.
11.What type of financial institution do you work at?(Required.)
12.How large is your financial institution in terms of assets?(Required.)
13.How would you describe your position at the financial institution?(Required.)
14.Please share your email address for the free three-month subscription.