Ebook

Market Analysis: The Path to Precision in Financial Services in 2026

Discover how to turn record profits into operational efficiency and competitive advantage in a landscape of tightening margins.

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The Financial Services sector is experiencing a moment of contrast. While reaching historic profits of US$1.2 trillion, it faces a projected decline in Return on Equity (ROE) to as low as 7.3% by 2030. 

For today’s leaders, the challenge goes beyond digitalizing processes. It requires an urgent shift from a “brute force” operating model to one built on precision and centralized governance. This analysis provides a strategic roadmap for executives seeking to connect technology investments to measurable business outcomes. 

In this material, you will learn:

• Generative AI governance: how to prevent resource fragmentation, a priority for 41% of companies, and ensure return on investment;

• Navigating global payments: strategies to manage the fragmentation of systems such as Pix and UPI at an international scale;

• Programmable compliance: transforming compliance from an operational bottleneck into a driver of geographic expansion;

• Radical operational efficiency: the path to achieving 20–30% productivity gains while protecting profit margins;

• Proven results: how institutions such as Sicoob Coopmil doubled their financial performance through automation and GRC support.

By mastering these trends, your organization will be prepared to eliminate technology silos, build an integrated operating model, innovate with control, and scale with confidence.

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