Financial services leaders on their priorities, challenges, and opportunities for 2026. Download the report and find out where your organization stands — and what the fastest-growing firms are doing differently.
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Regulatory changes and compliance requirements have always shouldered the blame for financial services firms' operational challenges. And while compliance is still a real constraint, it's no longer the dominant obstacle.
Mole Street and HubSpot surveyed 270 US financial services leaders to understand their organizations' priorities for the year ahead, what truly stands in the way of success, and what separates the fastest-growing organizations from the rest.
In a tough economic climate, retaining and expanding existing client relationships just barely edges out acquiring new clients — but the firms pulling ahead aren't choosing one over the other. Find out how the fastest-growing organizations are playing both sides of the growth equation.
Financial services leaders say personalized recommendations and communications are the highest client expectation to meet. Meeting retention goals will depend on firms' ability to deliver 1:1 experiences at scale, and most firms aren't there yet.
Retention and acquisition are running neck and neck. In a tough economic climate, retaining and expanding existing client relationships just barely edges out acquiring new clients, but overall, financial institutions are prioritizing growth and revenue over operations or experience.
Retaining and growing existing relationships
Improving the client and member experience
Acquiring new clients and members
Modernizing internal operations or technology
1 in 5 financial services leaders rank AI and CRM tools as the top investments that would improve their organizations' competitive position over the next 12 months.
AI is now the dominant external force shaping growth strategy, topping inflation and economic uncertainty. Financial organizations are primarily using AI for customer service, AI-generated content, and marketing automation and personalization.
It's whether you're moving fast enough to matter.
The full report breaks down exactly what's driving growth at the fastest-moving financial firms — and where most organizations are leaving opportunity on the table.
Get the reportMole Street is an Elite HubSpot Solutions Partner and technology consultancy that helps mid-market and enterprise financial services organizations turn platform investments into measurable business results. As a co-author of this report with HubSpot, Mole Street brings firsthand insight into the priorities, barriers, and growth strategies shaping the financial services industry in 2026.
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