Julia Bardmesser

The forecast for the 2025 global market is difficult and uncertain. And while the US avoided a full-blown recession in 2024, risks certainly loom large in 2025. But what does that mean for your organization and how do your concerns fare with other financial organizations?

Is it customer personalization? Proving ROI to the board? Retaining a cohesive workforce? Cutbacks on budgets? Your operating efficiency ratio?

In this interactive session (Really! You’re going to have to share!), discuss with a small peer group about shared pain points and highlights from the last year.