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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 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
    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…
  • 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…
  • Roundtable
    April 16, 2026

    Following our GBS Operating Model FutureCast workshop, Everest Group is convening a select group of GBS leaders for an interactive working session on Thursday, May 07, to pressure test emerging perspectives on reimagining the operating model in the age of agentic AI.  …
  • 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…
  • Provider Compendium
    April 02, 2026

    The mid-market digital workplace services segment is witnessing accelerated modernization, as organizations recalibrate their strategies to balance technology-led innovation with cost efficiency and rapid value realization. While mirroring large enterprise trends, mid-market buyers show a stronger…
  • Roundtable
    March 31, 2026

    Following our GBS Operating Model FutureCast workshop, Everest Group is convening a select group of GBS leaders for an interactive working session on Tuesday, April 14, to pressure test emerging perspectives on reimagining the operating model in the age of agentic AI.  …
  • 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…
  • 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.…
  • PEAK Matrix®
    Jan. 21, 2026

    The need to balance next-generation, technology-led solutions with cost efficiency and rapid time-to-value is driving accelerated modernization in the mid-market segment of Digital Workplace Services (DWS). Like large enterprises, mid-market organizations increasingly prefer contextualized, domain-specific solutions…
  • Market Insights™
    Jan. 02, 2026

  • Market Insights™
    Jan. 02, 2026

  • Market Insights™
    Jan. 02, 2026

  • Blog
    Dec. 29, 2025

    The enterprise workforce is undergoing a profound transformation driven by initiatives such as return-to-office mandates that are redrawing white-collar norms, frontline workers gaining long overdue attention, and the rise of next-generation technologies such as physical Artificial Intelligence (AI),…
  • Tech Provider Spotlight
    Dec. 23, 2025

    Enterprises are fundamentally shifting how they manage IT services and operations, driven by rising expectations for speed, accuracy, and proactive incident avoidance. Traditional tools, constrained by siloed workflows, manual troubleshooting, and fragmented visibility, no longer meet…
  • Viewpoint
    Dec. 16, 2025

    Accelerated digitalization, evolving regulations, and shifting customer expectations are challenging legacy Banking and Financial Services (BFS) systems and reshaping how institutions operate and deliver value. This Viewpoint, drawing on insights from Everest Group’s participation at Sibos…
  • Provider Compendium
    Dec. 10, 2025

    Evolving investor demands, product innovation, and heightened compliance expectations are rapidly modernizing the AWM industry. Customer Experience Orchestration Products (CXOPs) have become foundational to these transformation agendas, enabling firms to deliver personalized, consistent, and data-driven experiences…
  • Viewpoint
    Dec. 05, 2025

    The Banking and Financial Services (BFS) industry is entering a new AI adoption phase. While enterprises have achieved success with generative AI pilots and rule-based automation, most efforts remain confined to narrow use cases such as…

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