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Insightsoftware's 2025 Finance Survey Analysis

The Finance Talent Crisis Hiding in Your EPM System

Stop losing talent to outdated systems. Discover how integrated EPM solutions eliminate the frustrations driving finance teams away.

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Adapting to Financial Change

Finance is changing fast. EPM systems are falling short: too rigid, too slow, and too disconnected to keep up with modern finance demands. To better understand this shift, insightsoftware conducted its survey report, the Finance Talent Crisis Hiding in Your EPM System from May to June 2025.

The findings reveal a critical inflection point: outdated EPM tools are contributing to widespread frustration, particularly among younger finance professionals who are more likely to seek roles elsewhere if their needs aren't met.

This report explores the implications of these findings and provides a strategic roadmap for finance leaders aiming to modernize their approach, retain top talent, and future-proof their operations.

Nearly 3 in 10 of Gen Z and Millennials are likely to leave their employers due to poor technology.

Outdated financial systems aren't just slowing teams down, they're pushing younger generations to the exit.Gen Z and Millennials are far more likely than their older peers to consider leaving employers over poortechnology, signaling a looming talent retention crisis.

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Gen X
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Baby Boomer
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of finance professionals express confidence using AI for functions like
forecasting & reconciliation

AI: Optimism Meets a Trust Gap

36% say efficiency is the top value of AI, followed by faster insights (22%). Finance professionals are cautiously optimistic about AI's potential for efficiency and forecasting, but widespread adoption is slowed by deep concerns about privacy, security, and accuracy.

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Collaboration reduces the risk of errors and keeps everyone aligned. That's what ultimately simplifies close, consolidation, and budgeting and planning. Instead of working in silos and potentially overriding each other's work, the process becomes more connected and collaborative.

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Laura Physick-Matthews Senior Product Marketing Manager

Unpacking EPM Frustrations

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of finance professionals cite time-consuming workarounds as their top frustration.

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of finance teams do not feel confident in their EPM system's ability to control sensitive data & maintain compliance.

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of respondents cite minimizing manual errors as a the top priority when it comes to integration challenges.

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