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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…
  • Provider Compendium
    June 26, 2026

    Healthcare payers are operating in an increasingly complex environment shaped by volatile medical costs, constrained premium growth, evolving regulatory requirements, fragmented legacy systems, and continued workforce constraints. These pressures are pushing health plans to move beyond…
  • Viewpoint
    June 16, 2026

    Healthcare payer operations are reaching a key inflection point as demographic shifts, chronic disease growth, regulatory requirements, margin pressures, workforce shortages, and rising member expectations expose the limitations of fragmented operating models. Simultaneously, internal constraints such…
  • Tech Provider Spotlight
    June 12, 2026

    Healthcare payer risk and quality management is shifting from fragmented, retrospective, and manual workflows to integrated, evidence-led operating models. Payers are under pressure to improve risk capture, strengthen Healthcare Effectiveness Data and Information Set (HEDIS) and…
  • Viewpoint
    June 02, 2026

    Healthcare payers are under pressure to modernize operations as margin compression, high medical loss ratios, regulatory mandates, cybersecurity exposure, and rising member expectations expose the limits of legacy operating models. Traditional Business-Process-as-a-Service (BPaaS) models have helped…
  • 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…
  • Blog
    April 28, 2026

    The marketplace is changing. Two marquee moves in July reset expectations for how large service providers will deliver operations at scale: Capgemini agreed to acquire WNS to build an agentic‑Artificial Intelligence (AI) powered intelligent operations leader,…
  • 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…
  • 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…
  • LinkedIn Live
    Feb. 24, 2026

    Payer operations were reaching a structural inflection point. As cost pressure, regulatory scrutiny, and AI-enabled operating models reshaped the landscape, payer leaders had to rethink how sourcing and operating design delivered measurable business outcomes. In this…
  • PEAK Matrix®
    Feb. 19, 2026

    Healthcare payers are navigating volatile medical costs, limited premium growth, and fragmented legacy systems. At the same time, regulatory and quality requirements are intensifying, with the Centers for Medicare and Medicaid Services (CMS) advancing interoperability and…
  • 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.…
  • Market Insights™
    Jan. 02, 2026

  • Market Insights™
    Jan. 02, 2026

  • Market Insights™
    Jan. 02, 2026

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