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Workforce Readiness & Institutional Risk in Financial Services 2026

Financial services organizations are navigating rapid change — from AI-enabled decision-making and evolving regulatory expectations to accelerating shifts in critical skills and leadership capability.

New research from Brandon Hall Group and the Excellence Council examines how financial institutions are strengthening workforce readiness to support resilience, regulatory confidence, and long-term performance.

Download the full research report to explore the insights from leaders across the financial services industry.

Research Contributions From Leaders At:
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Download the Full Research Report

Why this research matters

Financial services organizations operate in an environment where institutional resilience increasingly depends on workforce capability.

AI-enabled decision systems, evolving regulatory expectations, and accelerating skill shifts are changing how organizations manage risk, governance, and leadership development.

This research report, developed in collaboration with members of the Brandon Hall Group Excellence Council, explores how financial institutions are strengthening workforce readiness to meet these challenges.

Key themes explored in the report include:

• Developing human judgment alongside AI and automation
• Preparing organizations for evolving regulatory capability expectations
• Using internal mobility and skills strategy to sustain resilience
• Strengthening the manager layer as a stabilizing force
• Building forward-looking workforce strategies for the next generation of financial services leadership

Download the report to explore the full analysis and industry insights

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Join the discussion

To accompany the release of this research, Brandon Hall Group will host a live executive discussion featuring leaders who contributed perspectives to the report.

Excellence Council Perspectives: Workforce Readiness & Institutional Risk in Financial Services 2026

Date: April 16
Time: 1:00 PM Eastern

Join Scott Miller and Daniel Neubauer, along with David Forry from Brandon Hall Group, for a moderated discussion on how financial institutions are strengthening leadership capability, workforce readiness, and institutional resilience.

This executive discussion will explore:

• How organizations are developing human judgment alongside AI and automation
• The evolving expectations around regulatory readiness and capability validation
• The role of internal mobility and skills strategy in sustaining resilience
• Strengthening the manager layer as a stabilizing force
• What forward-looking workforce strategies will define strong institutions in 2026 and beyond

This will be a candid, peer-level conversation focused on practical insight, shared experience, and future-facing leadership priorities.

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