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  • 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…
  • 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…
  • PEAK Matrix®
    Nov. 28, 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…
  • Viewpoint
    Sep. 30, 2025

    Investment banking enterprises face mounting pressure from volatile macroeconomic conditions, fee compression, disintermediation through special purpose acquisition companies and direct listings, and increasingly complex regulatory mandates such as Basel III/IV, MiFID II, and Dodd-Frank. Traditional human-led…
  • State of the Market
    Sep. 22, 2025

    Process mining software analyzes process-related information from event logs generated by ERP, CRM, and other enterprise systems to offer a fact-based approach to discover, monitor, and optimize as-is processes. It is a data-based approach to process…
  • Provider Compendium
    Aug. 01, 2025

    Process mining drives operational excellence and facilitates enterprises’ digital transformation initiatives. By analyzing event logs from enterprise systems such as ERP and CRM, it offers a fact-based approach to discover, monitor, and optimize as-is processes. The…
  • PEAK Matrix®
    June 16, 2025

    A Process mining software analyzes process-related information, primarily from event logs generated by enterprise systems (ERP, CRM, etc.), to offer a fact-based approach to discover, monitor, and optimize as-is processes across various industries and process areas.…
  • Viewpoint
    Nov. 05, 2024

    While rapidly changing market dynamics disrupt legacy operations and business models, organizations leading in digital transformation are better positioned to respond to such disruptions. Consequently, enterprises are racing to adopt digital and automation initiatives to become…
  • State of the Market
    Aug. 19, 2024

    Process mining is a software product that analyzes process-related information from event logs generated by enterprise systems (ERP, CRM, etc.) to offer a fact-based approach to discover, monitor, and optimize as-is processes. It is a data-based…
  • Provider Compendium
    July 09, 2024

    Process mining drives operational excellence and facilitates enterprises’ digital transformation initiatives. It analyzes process-related information, primarily from event logs that enterprise systems (ERP, CRM, etc.) generate, offering a fact-based approach to discover, monitor, and optimize as-is…
  • PEAK Matrix®
    June 04, 2024

    Process mining analyzes process-related information from event logs generated by enterprise systems (Enterrpise Resource Planning (ERP), Customer Relationship Management (CRM), etc.), to offer a fact-based approach to discover, monitor, and optimize existing processes. It is one…
  • State of the Market
    Sep. 29, 2023

    Everest Group defines task mining as a technology that can capture user actions and metadata, such as keystrokes, mouse clicks, activity screenshots, and other system-level activities, across multiple desktops to discover and provide insights into the…