Budget Forecasting for 2025

We are collecting insights into 2025 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 a free three-month subscription to The Bank Slate (a $150 value). Responses are anonymous (we only need your email to set up the free trial).
1.How will your 2025 budget compare to 2024?(Required.)
2.Where do you expect to allocate more funding in 2025? Select all that apply.(Required.)
3.Where do you anticipate budget cuts in 2025? Select all that apply.(Required.)
4.How will your technology budget change in 2025?(Required.)
5.What technologies will see increasing 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
7.How important is adopting new/emerging technologies to meet customer/member demand?(Required.)
8.What is the expectation for your personnel budget in 2025?(Required.)
9.How do you foresee the marketing budget changing in 2025?(Required.)
10.Please provide any additional comments on your budgeting expectations for 2025.
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.