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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
    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…
  • Provider Snapshot
    June 12, 2026

    Everest Group’s Provider Snapshots provide comprehensive and fact-based overviews of leading providers across several dimensions, including financial performance, offerings, client base, delivery presence, and key developments. These reports are ideal references and starting points for enterprises…
  • Provider Snapshot
    June 12, 2026

    Everest Group’s Provider Snapshots provide comprehensive and fact-based overviews of leading providers across several dimensions, including financial performance, offerings, client base, delivery presence, and key developments. These reports are ideal references and starting points for enterprises…
  • Risk Profile
    June 12, 2026

    This report provides Everest Group’s quarterly assessment of a service provider’s risk profile across financial, operational, governance, and reputational dimensions. It evaluates provider-related news events to assess factors impacting the provider’s risk posture, including financial performance,…
  • Risk Profile
    June 11, 2026

    This report provides Everest Group’s quarterly assessment of a service provider’s risk profile across financial, operational, governance, and reputational dimensions. It evaluates provider-related news events to assess factors impacting the provider’s risk posture, including financial performance,…
  • Risk Profile
    June 03, 2026

    This report provides Everest Group’s quarterly assessment of a service provider’s risk profile across financial, operational, governance, and reputational dimensions. It evaluates provider-related news events to assess factors impacting the provider’s risk posture, including financial performance,…
  • 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…
  • Location Spotlight
    April 30, 2026

    Everest Group’s Location Spotlight reports assess established and emerging/next-wave global services delivery locations by country and city. The reports help global sourcing practitioners or location strategy professionals stay ahead of the competition in understanding key market…
  • 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…
  • Risk Profile
    March 31, 2026

    This report provides Everest Group’s quarterly assessment of a service provider’s risk profile across financial, operational, governance, and reputational dimensions. It evaluates provider-related news events to assess factors impacting the provider’s risk posture, including financial performance,…
  • 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.…
  • Market Insights™
    Jan. 02, 2026

  • Market Insights™
    Jan. 02, 2026

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