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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…
  • Viewpoint
    July 13, 2026

    Enterprise work is entering a new phase in which AI is no longer limited to assisting employees with discrete productivity tasks such as drafting, summarizing, searching, or analyzing. The emergence of AI work platforms signals a…
  • 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…
  • Blog
    June 24, 2026

    As commercial models for Software-as-a-Service (SaaS) are changing, the evaluation process for software in enterprises must change too.  In the first two chapters of this series, we explored why traditional SaaS pricing models are increasingly under pressure and how software vendors are…
  • Viewpoint
    June 03, 2026

    Enterprise transformation is entering a new phase. The challenge is no longer access to technology, partners, or AI capabilities, but the ability to convert an expanding innovation supply into production-grade outcomes quickly, repeatedly, and with control.…
  • Blog
    May 29, 2026

    The SAP services market has long been shaped by cloud migration, clean-core modernization, and application managed services. At Sapphire 2026, SAP put forward a more coherent architecture for Artificial Intelligence (AI)-enabled enterprise execution as a sequel…
  • Blog
    May 28, 2026

    Artificial Intelligence (AI) compression has been widely debated across the technology services industry. However, the AI also presents expansion opportunities, and this may lie deeper in the infrastructure stack.  Three recent moves by leading providers signal an emerging shift in strategy:  Cognizant’s acquisition of Astreya strengthens…
  • See Us At
    May 13, 2026

    Join Yugal Joshi, Partner at Everest Group, to explore how enterprises can adopt continuous, value-driven, and risk-based modernization strategies to improve adaptability and long-term competitiveness. Register now What you’ll learn: How to reframe application modernization around…
  • 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…
  • Blog
    May 05, 2026

    What is headless architecture and why is Salesforce pushing for it now? Salesforce’s push toward Headless 360 comes as the company closes the Fiscal Year (FY) 2026 from a position of strength, supported by US$41.5 billion…
  • PEAK Matrix®
    April 29, 2026

    Oracle has evolved as a central platform for enterprise transformation, enabling organizations to modernize legacy systems, optimize costs, and elevate stakeholder experiences. Enterprises are increasingly expanding their Oracle Cloud Applications adoption beyond traditional enterprise resource planning…
  • 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…
  • Viewpoint
    April 27, 2026

    Enterprises pushing deeper into AI adoption are realizing that their current operating environments cannot deliver the scale, speed, and reliability required to support AI-led business models. To move forward with confidence, organizations must rethink operations as…
  • 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.  …
  • Webinar
    April 14, 2026

    Across the IT services landscape, enterprises are under increasing pressure to unlock greater value from sourcing while navigating rapid AI-driven disruption. Traditional pricing and contracting models, long anchored in labor arbitrage and effort-based constructs, are being…
  • 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…
  • Blog
    April 07, 2026

    AI has moved beyond proof-of-concept decks and innovation labs. It is now embedded in core workflows, including approving claims, drafting contracts, resolving tickets, forecasting demand, and even making autonomous decisions. While technology has evolved rapidly, commercial models are still catching…
  • 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.  …

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