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  • 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 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…
  • State of the Market
    June 17, 2026

    Banking enterprises are navigating a market shaped by persistent cost pressures, rising exception volumes, evolving regulatory requirements, and growing expectations for faster, more transparent customer journeys. As operations become more technology-driven, buyers are moving beyond labor-led…
  • Blog
    April 10, 2026

    The payments landscape is undergoing a structural transformation. Artificial Intelligence (AI)-led automation, margin compression, emerging rails, agent-driven commerce, and expanding regulatory mandates are reshaping how payments operations are designed and delivered. Everest Group estimates the payments operations market at approximately US$2.6-3 billion, growing…
  • LinkedIn Live
    March 23, 2026

    AI has moved from experimentation to expectation, yet scalable ROI remains uneven. While some initiatives are delivering measurable impact, many are stalled in pilot mode. Hear from Everest Group’s Vice President, Chhandak Biswas and Practice Director,…
  • Provider Compendium
    Feb. 24, 2026

    The banking and payments operations landscape is transforming as financial institutions seek to modernize legacy environments, enhance operational resilience, and address heightened regulatory and compliance requirements. This compendium presents fact-based profiles of 27 providers supporting banking…
  • 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.…
  • Provider Compendium
    Dec. 30, 2025

    Enterprises are repositioning quality from a downstream testing activity to a strategic engineering capability embedded across the software development life cycle. As digital, cloud, and AI initiatives scale, expectations are moving beyond defect identification toward resilience,…
  • PEAK Matrix®
    Dec. 03, 2025

    The payments Business Process Services (BPS) landscape is entering a transformative growth phase as enterprises reimagine payments as a strategic enabler rather than a cost center. The proliferation of real-time payment rails, cross-border flows, and digital…
  • LinkedIn Live
    Nov. 19, 2025

    In an evolving landscape where analyst relations (AR) shape market perception and business success, leaders continued to look for proven tactics embraced by experienced AR professionals. Everest Group’s Katrina Menzigian, along with industry experts from other…
  • PEAK Matrix®
    Nov. 13, 2025

    Enterprises are elevating quality from a downstream test phase to a strategic engineering discipline woven through the software development life cycle. As digital, cloud, and AI programs scale, expectations shift from defect detection to resilience, velocity,…
  • Viewpoint
    Nov. 10, 2025

    As enterprises accelerate digital transformation and embrace next-generation technologies such as AI, generative AI, and cloud-native platforms, managing quality at scale has become increasingly complex. Traditional tool-centric quality approaches fall short in addressing fragmented processes, inconsistent…
  • Blog
    Nov. 06, 2025

      Google’s announcement of the Agent Payments Protocol (AP2) marks one of the first serious attempts to standardize how Artificial Intelligence (AI) agents can securely transact on behalf of humans and organizations. AP2 positions itself as an open,…
  • PEAK Matrix®
    Oct. 29, 2025

    Enterprises are reimagining quality as a strategic engineering function rather than a downstream testing activity. As a result, demand for specialized Quality Engineering (QE) services is growing rapidly across industries. This analysis shows how the specialists…
  • Tech Launch Perspective
    Sep. 22, 2025

    Alternative asset managers are increasingly under pressure to modernize operations, address transparency gaps, and adopt AI to support complex investment workflows. Allvue Systems’ latest product announcements respond to these needs with the introduction of its Agentic…
  • Tech Launch Perspective
    Sep. 08, 2025

    FNZ’s Advisor AI represents an important step in embedding generative AI into wealth management. The launch focuses on improving advisor productivity and enabling personalized client engagement. As part of FNZ’s broader AI strategy with Microsoft, Advisor…
  • Aug. 26, 2025

    Alternative assets are outgrowing the “alternative” label Alternative assets are rapidly shedding their niche status. Assets under management in alternatives will grow to US$30 trillion by 2030, according to the Chartered Alternative Investment Analyst (CAIA) Association, reflecting…
  • Aug. 12, 2025

    Front Office View the full report
  • Aug. 12, 2025

    Wealthtech

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