CFOs Embrace AI and Data Security Amid Economic Uncertainty

Key insights from the Protiviti Global Finance Trends Survey highlight the rising focus on AI, data security, and scenario planning as financial leaders prepare for 2026.

Adoption of AI in Financial Planning

In a recent survey conducted by Protiviti, a global consulting firm, CFOs and financial teams identified artificial intelligence (AI) and data security as critical challenges as they gear up for the financial landscape of 2026. The survey indicates that less than half of financial executives (41%) express confidence in their organizations’ ability to navigate current economic challenges, primarily driven by ongoing global uncertainties.

Surge in AI Utilization

The interest in AI tools among financial teams has surged dramatically, more than doubling from 34% in 2024 to 72% in 2025. This leap underscores the potential of AI to enhance various financial functions. The primary applications identified include:

• Process Automation (66%): Streamlining repetitive tasks to boost efficiency and minimize errors.
• Financial Forecasting (58%): Leveraging AI for improved accuracy and agility in budgeting and planning.
• Risk Assessment (57%): Utilizing advanced analytics to identify and mitigate financial risks proactively.

Transforming Financial Roles

According to Christopher Wright, global leader in CFO solutions at Protiviti, financial executives are evolving from mere guardians of financial data to strategic innovators. “They are using scenario planning, AI, and digital modernization to drive innovation and effectively prepare for volatile market conditions,” he noted. This shift signifies a transformative approach to financial leadership.

Navigating Price Volatility and Strategic Planning

Price fluctuations and shifting trade policies have intensified pressure on Financial Planning and Analysis (FP&A) practices. The survey revealed that 39% of financial leaders believe their FP&A practices need to be more robust in the face of these pricing challenges. Key impacts highlighted by respondents include:

• 64%: Notice moderate impacts on the capabilities of financial forecasting.
• 62%: Report that pricing fluctuations affect report accuracy.
• 59%: Indicate that these factors influence global profitability.

The Importance of Collaboration and Resilience

Rather than drastically altering relocation models, many organizations (60%) are focusing on enhancing supplier communications, with 52% improving supplier risk management. This indicates a strategic pivot towards resilience through collaboration over disruptive changes. FP&A is rapidly being recognized as a core strategic pillar, with investment in:

• Machine Learning Models: Understanding performance influencers more effectively.
• Predictive Analytics: Facilitating data-driven decision-making.
• Self-Service Reporting: Empowering professional users to access data independently.

Cybersecurity Concerns and Data Privacy

Data security and confidentiality have emerged as the top concern for financial leaders for the second consecutive year. The integration of AI presents both opportunities and risks related to threat detection and data protection. CFOs are increasingly collaborating with Chief Information Officers (CIOs) and Chief Information Security Officers (CISOs) to modernize technology frameworks and strengthen cybersecurity postures, ensuring that operational risks are effectively managed.

Conclusion: Financial Directors in a Changing Landscape

In conclusion, as financial landscapes evolve, CFOs are prioritizing AI adoption, enhancing data security, and focusing on strategic planning to mitigate uncertainties. Their evolving roles not onlyensure financial stability but also empower organizations to seize growth and innovation opportunities in the digital age.

Access to Survey Resources

The comprehensive findings from the Protiviti 2025 Financial Trends Survey can be explored further on the company’s website. Users can download the full report in PDF format, which includes actionable recommendations for financial directors. Additionally, Protiviti will host free 60-minute webinars on September 23, October 16, and November 11 to discuss survey results and their implications.

About Protiviti

Protiviti (www.protiviti.com) is a global consulting firm providing deep expertise and tailored solutions to help executives confidently navigate the future. With a network that spans over 90 offices in more than 25 countries, Protiviti offers a comprehensive range of consulting services across finance, technology, operations, data, digital, legal, HR, risk, and internal audits. Recognized as one of the 100 Best Companies to Work For by Fortune for the 11th year, Protiviti serves a diverse clientele, including a majority of Fortune 100 and 500 companies.