• Reports
  • Our Coverage
  • Contact Us
  • Sign In
  • Sign In
  • Who We Serve
    • Enterprises
      • Global Business Services (GBS) and GCCs
      • Customer Experience (CX)
      • IT & Tech
      • R&D and Innovation
      • Sourcing & Vendor Management
    • Service Providers
      • Executive Leadership
      • Pricing & Strategic Deals
      • Marketing & Analyst Relations
      • Ecosystem & Alliances
    • Technology Providers
      • Marketing & Analyst Relations
      • Ecosystem & Alliances
      • Enterprise Platforms
      • Industry Tech
      • Function Tech
    • Industries
      • Banking & Financial Services
      • Healthcare
      • Insurance
      • Life Sciences
      • Private Equity Firms & Investors
      • Professional Services
      • Retail & CPG
      • Technology
  • How We Help
    • Our memberships, custom support, and in-depth published research equip you with the reliable information you need to make data-led decisions with measurable success.

      All Memberships
    • Memberships
      • CX Excellence
      • Forces & Foresight™
      • Global Business Services (GBS) & Global Capability Centers (GCC)
      • Outsourcing Excellence
      • Pricing Research & Metrics
      • R&D and Innovation Excellence
      • For Function Leaders
      • For Growth Leaders
    • Tools
      • EGMI
      • Price Genius™
      • Talent Genius™
      • Tashi
    • Projects
      • Location Strategy
      • Market Intelligence
      • Peer Intelligence
      • Pricing Research & Metrics
      • Provider Capabilities
      • Talent Intelligence
  • Insights
    • Our wealth of resources inspires ideas and new ways of thinking with real-world solutions and the latest trends that drive your business forward.

      All Insights
    • Featured Insights
      • AI Technology
      • Middle East Conflict
      • Sourcing Expertise
      • Sustainability
      • US Administration Policy Impact
      • Latest Insights
      • Blogs
      • In the News
  • Events
    • Discover the latest trends our analysts are covering with live and virtual events packed with practical insights.

      All Events
    • Conferences
      • Engage Dallas 2026
      • Elevate Dallas 2026
      • Engage Bengaluru 2026
      • Elevate Bengaluru 2026
      • All Conferences
      • Webinars
      • Roundtables
      • Analyst Collaborations
      • All Events
  • About Us
    • We’re committed to helping you get it right. Through trusted expertise, rigorous research, and practical insights, we enable businesses to make confident decisions.

      Become a Member
      • About Us
      • Careers
      • Leadership Team
      • Newsroom
  • Join Us
  • Reports
  • Our Coverage
  • Contact Us
  • Sign In
  • Who We Serve
    • Enterprises
      • Global Business Services (GBS) and GCCs
      • Customer Experience (CX)
      • IT & Tech
      • R&D and Innovation
      • Sourcing & Vendor Management
    • Service Providers
      • Executive Leadership
      • Pricing & Strategic Deals
      • Marketing & Analyst Relations
      • Ecosystem & Alliances
    • Technology Providers
      • Marketing & Analyst Relations
      • Ecosystem & Alliances
      • Enterprise Platforms
      • Industry Tech
      • Function Tech
    • Industries
      • Banking & Financial Services
      • Healthcare
      • Insurance
      • Life Sciences
      • Private Equity Firms & Investors
      • Professional Services
      • Retail & CPG
      • Technology
  • How We Help
    • Our memberships, custom support, and in-depth published research equip you with the reliable information you need to make data-led decisions with measurable success.

      All Memberships
    • Memberships
      • CX Excellence
      • Forces & Foresight™
      • Global Business Services (GBS) & Global Capability Centers (GCC)
      • Outsourcing Excellence
      • Pricing Research & Metrics
      • R&D and Innovation Excellence
      • For Function Leaders
      • For Growth Leaders
    • Tools
      • EGMI
      • Price Genius™
      • Talent Genius™
      • Tashi
    • Projects
      • Location Strategy
      • Market Intelligence
      • Peer Intelligence
      • Pricing Research & Metrics
      • Provider Capabilities
      • Talent Intelligence
  • Insights
    • Our wealth of resources inspires ideas and new ways of thinking with real-world solutions and the latest trends that drive your business forward.

      All Insights
    • Featured Insights
      • AI Technology
      • Middle East Conflict
      • Sourcing Expertise
      • Sustainability
      • US Administration Policy Impact
      • Latest Insights
      • Blogs
      • In the News
  • Events
    • Discover the latest trends our analysts are covering with live and virtual events packed with practical insights.

      All Events
    • Conferences
      • Engage Dallas 2026
      • Elevate Dallas 2026
      • Engage Bengaluru 2026
      • Elevate Bengaluru 2026
      • All Conferences
      • Webinars
      • Roundtables
      • Analyst Collaborations
      • All Events
  • About Us
    • We’re committed to helping you get it right. Through trusted expertise, rigorous research, and practical insights, we enable businesses to make confident decisions.

      Become a Member
      • About Us
      • Careers
      • Leadership Team
      • Newsroom
  • Join Us
    Complimentary Available for purchase
    Banking Capital Markets

    Content Type

    PEAK Matrix® Provider Compendium

    No results found

    Topics

    Agentic AI AI infrastructure AI platforms Artificial intelligence (AI) Asset management Australia/New Zealand Central & Eastern Europe Central America & Caribbean Commercial banking Consumer/retail banking Customer experience management (CXM) Customer insights & analytics Digital experience platforms Embedded systems Engineering verification & validation/testing Enterprise applications Finance operations Financial risk Generative AI (GenAI) India Innovation Investment banking IT applications IT quality engineering & testing Lending Middle East North America Omnichannel support Process automation platforms Process intelligence Process orchestration Procurement Quality & regulatory affairs (QRA) South America Technology architecture Transformation Treasury & cash management Wealth management Western Europe

    No results found

    Companies & Technologies

    Abbott Laboratories Adobe Appian Avaloq Backbase Broadridge Envestnet FNZ Infosys Infosys Finacle InvestCloud Liferay Pega Salesforce SEI SS&C Blue Prism TEMENOS

    No results found

    All 3 Months 6 Months 12 Months

    Membership

    ​Asset and Wealth Management​ Banking and Financial Services IT Everest Group Strategic Access | Consulting Everest Group Strategic Access | Investor Outsourcing Excellence

    No results found

    Contributors

    Aaditya Jain Aakash Verma Aakash Verma (RCPG) Aamir Khan Abhilasha Sharma Abhishek A.K. Abhishek Sharma Abhishek Singh Abhishek Singh (EPO) Aditya Pawar Aishwarya Barjatya Akash Thunga Alisha Mittal Aman Bhargav Amardeep Modi Amir Khan Amit Lad Amy Fong Anay Shrivastava Anchal Guleria Animesh Solanki Anirudh Kopparam Anish Agarwal Anish Nath Anju Kattakathu Ankit Gupta Antara Rao Anurati Gupta Anushriya Kardam Apoorva A Arkadev (Arko) Basak Arushi Pandey Aryan Gupta Ashray Kumar Bappa Dey Bhanushee Malhotra Biplab Roy Brish Bhan Vaidya Chetan Somani Chhandak Biswas Chinmay Joshi Chiranjeev Rana Chris Genteel Chunky Satija CJ Sengupta David Rickard Deborah Kops Dev Das V Dishank Aryan Divya Baweja Divya Chandak Durga Ambati Duttatreya Jena Edmund Zagorin Era Singh Everest Group Gaurav Mishra Geetesh Makkar Hanupriya Nangia Harpreet Makan Harshita Saaran Ishaan Gambhir Jillian Walker Joshua Victor Karan Jain Kaustubh K Keerthi Vuchula Kerry Hallard Ketan Kumar Khushboo Hanjura Krishna Charan Krishna Sai Charan Krishna Zawar Kriti Gupta Kriti Seth Kumar Dhwanit Lakshay Sharma Laqshay Gupta Lochan Surana M Mihir Manan Singhal Manu Aggarwal Manukrishnan SR Matthew Corsi Mayank Choudhuri Mayank Dawar Mayank Maria Meghna Seal Michel Janssen Nabeel Bhattacharya Nimish Sharma Nisarg Shah Nisha Krishan Nitish Mittal Panini K Parul Trivedi Peter Bendor-Samuel Prabhneet Kaur Prachi Rohira Pranati Dave Prateek Singh Priya Gupta Priya Sahni Rachita Rao Radhika Peramallu Rahul Barwe Rajesh Ranjan Rananjay Kumar Rashi Garg Ravi Joshi Ravi Varun Ricky Sundrani Rita N. Soni Rithima Warrier Rohan Pant Rohit Rohit K Rohit Narain Rohitashwa Aggarwal Ronak Doshi Ruchi Yadav Rugved Sawant Sahil Loomba Sana Jamal Sangamesh Kadagad Sanskar Chauhan Santhosh Kumar Sanya Aggarwal Sarmista Priyadarshini Satwik Tripathi Saumil Misra Sharang Sharma Sharath Hari N Shashwat Sheel Bharadwaj Shatakshi Pandey Shaurya Thakur Shayam Tiwari Shhouraya Chadha Shirley Hung Shivam Jaiswal Shivani Mudgil Shreepriya Sinha Shrey Kalawatia Shruthi Kumar Siddesh Mahadevan Smarajeet Das Sonal Bera Sonali Srivastava sortiz Sumit Kumar Surya Teja Suseel Menon Tanisha Pacheriwala Tanishqa Singh Tista Guha Twinkle Chitra Uday Gupta Udit Singh Upshant Saini Uthra K Vaani Sharma Vaibhav Bansal Vanshika Notani Victoria Folbigg Vigitesh Tewary Vignesh Kannan Vinay Venkatesan Vyom Nagaich Yasasvini Bodda Yugal Joshi

    No results found

    Return to Search
    All Reports Events Blogs Videos
    All Reports Events Blogs Videos

    Filters

    Clear Filters
    Reset all filters
    Complimentary Available for purchase
    Banking (2) Capital Markets (2)

    Content Type

    PEAK Matrix® (1) Provider Compendium (1)

    No results found

    Topics

    Agentic AI (9) AI infrastructure (5) AI platforms (5) Artificial intelligence (AI) (11) Asset management (10) Australia/New Zealand (7) Central & Eastern Europe (12) Central America & Caribbean (1) Commercial banking (1) Consumer/retail banking (2) Customer experience management (CXM) (3) Customer insights & analytics (2) Digital experience platforms (2) Embedded systems (3) Engineering verification & validation/testing (3) Enterprise applications (7) Finance operations (3) Financial risk (1) Generative AI (GenAI) (4) India (3) Innovation (1) Investment banking (1) IT applications (2) IT quality engineering & testing (4) Lending (1) Middle East (11) North America (12) Omnichannel support (1) Process automation platforms (1) Process intelligence (6) Process orchestration (4) Procurement (0) Quality & regulatory affairs (QRA) (4) South America (1) Technology architecture (3) Transformation (5) Treasury & cash management (1) Wealth management (12) Western Europe (12)

    No results found

    Digital experience platforms (2) Procurement (0)

    Companies & Technologies

    Abbott Laboratories (1) Adobe (2) Appian (2) Avaloq (1) Backbase (1) Broadridge (1) Envestnet (1) FNZ (1) Infosys (2) Infosys Finacle (1) InvestCloud (1) Liferay (1) Pega (2) Salesforce (2) SEI (1) SS&C Blue Prism (1) TEMENOS (2)

    No results found

    All 3 Months 6 Months 12 Months

    Membership

    Advanced SciTech Agentic and Process Automation Application Services Artificial Intelligence (AI) ​Asset and Wealth Management​ Banking and Financial Services IT Clinical Development Technology Contingent Workforce Management Customer Experience Management CX Excellence CXM Technology Data and Analytics Digital Adoption Platforms (DAP) Digital Services Digital Workplace Engineering Research and Development Enterprise Platform Services Everest Group Strategic Access | Consulting Everest Group Strategic Access | Investor Finance and Accounting GBS and GCC Healthcare IT Healthcare Payer Intelligent Operations Healthcare Provider HealthTech Human Resources Insurance IT Insurance Technology (InsurTech) Life Sciences Commercial Life Sciences IT Market Vista™ Marketing and Sales Services and Technology Modern Application Development (MAD) Outsourcing Excellence Pricing Analytics as a Service Process Intelligence Procurement and Supply Chain ProcureTech R&D and Innovation Excellence Retail and CPG Retirement Technologies Software Engineering Sustainability Technology and Services

    No results found

    Contributors

    Aaditya Jain (3) Aakash Verma (5) Aakash Verma (RCPG) (1) Aamir Khan (1) Abhilasha Sharma (2) Abhishek A.K. (2) Abhishek Sharma (1) Abhishek Singh (9) Abhishek Singh (EPO) (3) Aditya Pawar (2) Aishwarya Barjatya (1) Akash Thunga (23) Alisha Mittal (4) Aman Bhargav (3) Amardeep Modi (1) Amir Khan (17) Amit Lad (22) Amy Fong (40) Anay Shrivastava (1) Anchal Guleria (7) Animesh Solanki (2) Anirudh Kopparam (2) Anish Agarwal (1) Anish Nath (1) Anju Kattakathu (1) Ankit Gupta (3) Antara Rao (2) Anurati Gupta (2) Anushriya Kardam (1) Apoorva A (1) Arkadev (Arko) Basak (2) Arushi Pandey (4) Aryan Gupta (1) Ashray Kumar (1) Bappa Dey (1) Bhanushee Malhotra (22) Biplab Roy (1) Brish Bhan Vaidya (1) Chetan Somani (2) Chhandak Biswas (1) Chinmay Joshi (1) Chiranjeev Rana (3) Chris Genteel (1) Chunky Satija (13) CJ Sengupta (1) David Rickard (4) Deborah Kops (1) Dev Das V (0) Dishank Aryan (1) Divya Baweja (1) Divya Chandak (1) Durga Ambati (10) Duttatreya Jena (3) Edmund Zagorin (1) Era Singh (4) Everest Group (7) Gaurav Mishra (1) Geetesh Makkar (3) Hanupriya Nangia (1) Harpreet Makan (1) Harshita Saaran (1) Ishaan Gambhir (1) Jillian Walker (1) Joshua Victor (1) Karan Jain (4) Kaustubh K (1) Keerthi Vuchula (2) Kerry Hallard (1) Ketan Kumar (2) Khushboo Hanjura (4) Krishna Charan (1) Krishna Sai Charan (1) Krishna Zawar (2) Kriti Gupta (4) Kriti Seth (1) Kumar Dhwanit (1) Lakshay Sharma (1) Laqshay Gupta (2) Lochan Surana (4) M Mihir (2) Manan Singhal (3) Manu Aggarwal (7) Manukrishnan SR (3) Matthew Corsi (4) Mayank Choudhuri (3) Mayank Dawar (1) Mayank Maria (1) Meghna Seal (1) Michel Janssen (4) Nabeel Bhattacharya (2) Nimish Sharma (1) Nisarg Shah (1) Nisha Krishan (18) Nitish Mittal (21) Panini K (3) Parul Trivedi (2) Peter Bendor-Samuel (2) Prabhneet Kaur (5) Prachi Rohira (1) Pranati Dave (2) Prateek Singh (40) Priya Gupta (1) Priya Sahni (3) Rachita Rao (1) Radhika Peramallu (2) Rahul Barwe (1) Rajesh Ranjan (15) Rananjay Kumar (1) Rashi Garg (11) Ravi Joshi (3) Ravi Varun (2) Ricky Sundrani (2) Rita N. Soni (2) Rithima Warrier (1) Rohan Pant (1) Rohit (11) Rohit K (11) Rohit Narain (2) Rohitashwa Aggarwal (1) Ronak Doshi (11) Ruchi Yadav (1) Rugved Sawant (2) Sahil Loomba (1) Sana Jamal (2) Sangamesh Kadagad (1) Sanskar Chauhan (3) Santhosh Kumar (1) Sanya Aggarwal (1) Sarmista Priyadarshini (2) Satwik Tripathi (2) Saumil Misra (1) Sharang Sharma (3) Sharath Hari N (4) Shashwat Sheel Bharadwaj (1) Shatakshi Pandey (5) Shaurya Thakur (1) Shayam Tiwari (1) Shhouraya Chadha (3) Shirley Hung (46) Shivam Jaiswal (1) Shivani Mudgil (3) Shreepriya Sinha (1) Shrey Kalawatia (2) Shruthi Kumar (1) Siddesh Mahadevan (1) Smarajeet Das (1) Sonal Bera (3) Sonali Srivastava (1) sortiz (1) Sumit Kumar (2) Surya Teja (1) Suseel Menon (2) Tanisha Pacheriwala (7) Tanishqa Singh (1) Tista Guha (2) Twinkle Chitra (1) Uday Gupta (1) Udit Singh (3) Upshant Saini (1) Uthra K (1) Vaani Sharma (8) Vaibhav Bansal (1) Vanshika Notani (1) Victoria Folbigg (1) Vigitesh Tewary (4) Vignesh Kannan (26) Vinay Venkatesan (1) Vyom Nagaich (1) Yasasvini Bodda (3) Yugal Joshi (3)

    No results found

    Dev Das V (0) Ketan Kumar (2)
    Showing 4 results

    Sort By

    Relevance Newest Oldest
    Dev Das V Ketan Kumar Procurement Digital experience platforms
    • Dev Das V

      Dev Das V

      Senior Analyst

    • Ketan Kumar

      Ketan Kumar

      Senior Analyst

    • Provider Compendium
      Dec. 10, 2025
      Ronak Doshi

      Ronak Doshi

      Partner
      Kriti Gupta

      Kriti Gupta

      Vice President
      Ketan Kumar

      Ketan Kumar

      Senior Analyst

      Asset and Wealth Management (AWM) Customer Experience Orchestration Products (CXOP) – Provider Compendium 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…
    • PEAK Matrix®
      Nov. 28, 2025
      Ronak Doshi

      Ronak Doshi

      Partner
      Kriti Gupta

      Kriti Gupta

      Vice President
      Ketan Kumar

      Ketan Kumar

      Senior Analyst

      Asset and Wealth Management (AWM) Customer Experience Orchestration Products (CXOP) PEAK Matrix® Assessment 2025

      This PEAK Matrix® Assessment by Everest Group evaluates leading Customer Experience Orchestration Product (CXOP) providers in the Asset and Wealth Management (AWM) industry. As the industry undergoes accelerated digital transformation driven by client expectations for hyper-personalized…

    No results were found matching your search request.

    Clear Filters

    Here are some steps you can take to help find what you’re looking for:

    Refine your search terms

    Make sure your keywords are spelled correctly, try using different terms, avoid abbreviations, or consider more general language. You can also visit our FAQ page for a list of advanced search techniques.

    Questions?

    Need help? Insights, support, and answers – just a question away.

    Let’s Connect

    Or visit our FAQs

    Items per page

    Make better business

    decisions

    Let's Connect

    Connect

    Sign up for Insights

    Get the latest insights, trends, and strategies delivered straight to your inbox. Join Everest Group’s newsletter to stay at the forefront of what’s next.

    "(Required)" indicates required fields

    • Info
      • About Us
      • Careers
      • Newsroom
      • Office Locations
      • RFI Agenda
    • Explore
      • Access Reports
      • Custom Decision Support
      • Memberships
      • Published Research
    • Help
      • Analyst Briefings
      • Analyst Inquiry
      • Using the Research Portal
      • Contact Us
    • Policies
      • Do Not Sell or Share My Personal Information
      • Equal Opportunity Employer
      • Event Objectivity Principles
      • Everest Group's Research Participation Terms
      • Legal
      • Manage Cookie Consent
      • Privacy Notice
      • Research Citation and Award Recognition Guidelines
      • Terms of Use
    © 2026 Everest Global, Inc.