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  • Blog
    July 23, 2026

    Over the past few months, we’ve heard Artificial Intelligence (AI) agent pricing discussed repeatedly across the IT-BPS outsourcing ecosystem. Everyone seems to have an opinion, and the consensus seems to be that AI agent pricing is a definite and highly prevalent outcome of how today’s models are…
  • Blog
    July 21, 2026

    Artificial Intelligence (AI) is becoming a standard capability across wealth management technology platforms. Advisor copilots, automated meeting preparation, document generation, portfolio insights, and conversational interfaces are increasingly appearing across provider offerings. in The more complex challenge for wealth management…
  • Innovation Watch
    July 14, 2026

    Agentic AI is becoming an important capability in wealth management technology as firms look to improve productivity, decision coordination, and operational scalability across increasingly complex advisory and servicing models. Wealth management firms operate in an environment…
  • Blog
    July 09, 2026

    Recent moves by Temenos, FIS, and Backbase point to a significant shift in banking technology strategy. Over the past few weeks Temenos acquired additiv, a Swiss fintech specializing in wealth orchestration, FIS partnered with InvestCloud to deliver an Artificial Intelligence (AI)-powered advisor workspace…
  • Blog
    July 08, 2026

    Artificial Intelligence (AI) is having its moment. After years of cautious skepticism, pilot-stage overhang, and boardroom debates, the conversation has moved beyond experimentation. Enterprises are no longer asking whether to deploy agents, they are now asking how fast they can scale them across their entire workflow estate. However, speed comes at a price and almost nobody is doing the math.   The warning signs…
  • LinkedIn Live
    June 29, 2026

    What happens when customers stop paying for software access and start paying for completed work?  Seat-based pricing shaped SaaS growth for years, but that model becomes harder to sustain as AI enables software to complete more work and reduce reliance on additional users.  In Everest…
  • Blog
    June 24, 2026

    As commercial models for Software-as-a-Service (SaaS) are changing, the evaluation process for software in enterprises must change too.  In the first two chapters of this series, we explored why traditional SaaS pricing models are increasingly under pressure and how software vendors are…
  • Blog
    June 19, 2026

    Software-as-a-Service (SaaS) has become one of the most significant and least governed areas of enterprise technology spend. What began as a faster, more flexible way to consume software has evolved into a complex web of fragmented ownership, overlapping tools,…
  • PriceBook
    June 02, 2026

    This PriceBook is available only to Outsourcing Excellence members. For information on membership, please contact us. The PriceBook is an off-the-shelf reference that strategic outsourcing and vendor management professionals can use to support a range of…
  • Blog
    May 11, 2026

    Artificial Intelligence (AI) is entering a new phase in financial services. What began as generative assistance is now expanding into agent-driven workflow execution. Large Language Models (LLMs) are increasingly embedded as decision-support layers and workflow orchestrators across banking, capital markets, and wealth management.  Deployments at Goldman Sachs…
  • PriceBook
    May 08, 2026

    The PriceBook is an off-the-shelf reference that strategic outsourcing and vendor management professionals can use to support a range of ongoing pricing and commercial discussions with providers, internal planning, and back-of-the-envelope business cases. Members can also…
  • PriceBook
    April 30, 2026

    The PriceBook is an off-the-shelf reference that strategic outsourcing and vendor management professionals and Customer Experience Management (CXM) leaders can use to support a range of ongoing pricing and commercial discussions with providers, plus internal planning…
  • Voice of the Customer
    April 28, 2026

    Customer experience has emerged as a strategic priority in Asset and Wealth Management (AWM), driven by rising expectations for transparency, personalized engagement, and seamless digital interactions across client and advisor journeys. Firms are increasingly investing in…
  • Voice of the Customer
    April 13, 2026

    Customer Experience (CX) has become a central digital transformation pillar in banking, driven by rising customer expectations, competitive pressures from digital-native players, and increasing regulatory scrutiny. Banks are investing in CX Orchestration Platforms (CXOPs) to deliver…
  • Blog
    April 07, 2026

    AI has moved beyond proof-of-concept decks and innovation labs. It is now embedded in core workflows, including approving claims, drafting contracts, resolving tickets, forecasting demand, and even making autonomous decisions. While technology has evolved rapidly, commercial models are still catching…
  • Blog
    March 06, 2026

    Core banking platforms are shifting from stable systems of record to real-time transaction engines expected to support regulatory responsiveness, product agility, and ecosystem connectivity. This shift is exposing the structural limits of batch-based and heavily customized legacy architectures.  Globally, banks are…
  • Video
    Feb. 27, 2026

    Watch Rohan Pant, Vice President at Everest Group, alongside Rahul Gehani, Partner, and Prateek Gupta, Vice President, as they unpack the forces reshaping global services. From sustained 2-4% headcount growth to rising agentic AI driven ROI…
  • Blog
    Feb. 12, 2026

    “I want to reduce my SaaS subscription by over 70% and move to building agents.”   This is how many of our recent client conversations begin. The rapid rise of Artificial Intelligence (AI) agents is leading enterprises to believe they can replicate core Software-as-a-Service (SaaS) functionality themselves, faster, cheaper, and more flexibly.  It…
  • Blog
    Feb. 09, 2026

    Global wealth management is entering a defining phase in 2025-2026 as firms scale their businesses amid rising complexity. Despite favorable market conditions, wealth managers continue to face margin pressure, higher client expectations, and increasing operational costs.…
  • Webinar
    Jan. 12, 2026

    As AI adoption accelerates and technology becomes central to modern outsourcing agreements, sourcing leaders face mounting pressure to structure partner relationships that remain resilient in a rapidly shifting market. With investments growing larger, and innovation cycles…

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