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    • Kriti Gupta

      Kriti Gupta

      Vice President

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      Paras Chugh

      Analyst

    • Viewpoint
      May 13, 2026
      Kriti Gupta

      Kriti Gupta

      Vice President
      Surya Teja

      Surya Teja

      Senior Analyst

      Autonomy at Work: the Rise of Agentic AI Across Private Markets Front Office and FundOps

      Private markets are under pressure to move faster and show stronger evidence of performance and control. Deal sourcing and screening now span thousands of fragmented sources. Limited Partners (LPs) want continuous, verifiable visibility into fund and…
    • Voice of the Customer
      April 13, 2026
      Ronak Doshi

      Ronak Doshi

      Partner
      Kriti Gupta

      Kriti Gupta

      Vice President
      Ketan Kumar

      Ketan Kumar

      Senior Analyst

      Voice of the Customer (VoC): Banking Customer Experience Orchestration Products (CXOPs)

      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…
    • 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…
    • Viewpoint
      Sep. 30, 2025
      Ronak Doshi

      Ronak Doshi

      Partner
      Kriti Gupta

      Kriti Gupta

      Vice President
      Saumil Misra

      Saumil Misra

      Practice Director
      Srawesh Subba

      Srawesh Subba

      Practice Director
      Ketan Kumar

      Ketan Kumar

      Senior Analyst

      Systems of Execution (SoE) in Investment Banking (IB) 

      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…
    • LinkedIn Live
      Aug. 21, 2025
      Ronak Doshi

      Ronak Doshi

      Partner
      Kriti Gupta

      Kriti Gupta

      Vice President

      Segments, Signals, and Strategy: BFS Tech Coverage and Trends

      The BFS technology provider landscape has been evolving rapidly. As financial institutions pursued modernization across core banking, lending, wealth management, and customer experience, they faced a growing array of solutions—and an equally complex set of strategic…
    • July 22, 2025
      Ronak Doshi

      Ronak Doshi

      Partner
      Kriti Gupta

      Kriti Gupta

      Vice President
      Laqshay Gupta

      Laqshay Gupta

      Senior Analyst
      Rakshit Gupta

      Rakshit Gupta

      Analyst

      Programmable Money Has Arrived: Why Banks Can’t Afford to Sit Out the Next Wave of Digital Finance

      In our previous blog, Stablecoins Go Mainstream: How Enterprises, Tech Firms, And Regulators Should Respond | Blog - Everest Group, we explored how regulatory clarity, enterprise adoption, and technology maturity are pushing stablecoins into the financial…
    • Blog
      Jan. 24, 2025
      Pooja Mantri

      Pooja Mantri

      Senior Analyst
      Ronak Doshi

      Ronak Doshi

      Partner
      Kriti Gupta

      Kriti Gupta

      Vice President

      Geo-Specific Insights and Emerging Trends in Global Wealth Management: How Technology Providers Are Transforming the Global Landscape

      The global wealth management industry is undergoing a seismic shift, as regional nuances increasingly shape market strategies. With the rise of digital transformation evolving client demands, and regulatory complexities, regions across the globe present distinct opportunities…
    • Blog
      Jan. 17, 2025
      Ronak Doshi

      Ronak Doshi

      Partner
      Kriti Gupta

      Kriti Gupta

      Vice President
      Laqshay Gupta

      Laqshay Gupta

      Senior Analyst

      The Evolution of Core Banking Technology: From Foundations to a New Horizon 

      The heart of the banking world lies in its core systems – with those unseen engines powering everything from simple transactions to intricate financial products. Over decades, core banking technology has undergone a remarkable evolution, transforming…
    • Blog
      Dec. 20, 2024
      Ronak Doshi

      Ronak Doshi

      Partner
      Kriti Gupta

      Kriti Gupta

      Vice President
      Laqshay Gupta

      Laqshay Gupta

      Senior Analyst
      Pranati Dave

      Pranati Dave

      Vice President

      Leading 50™ Core Banking Technology Providers 2024 Report – Core Banking in the Age of Transformation: A Ride from Legacy to Modernity

      Leading global research firm Everest Group has released its first in-depth “Leading” reports, one of which being its Leading 50™ Core Banking Technology Providers 2024 report, which is now available at Everest Group Leading 50™ –…
    • Blog
      Sep. 25, 2024
      Kriti Gupta

      Kriti Gupta

      Vice President
      Ronak Doshi

      Ronak Doshi

      Partner
      Priyanshi Gupta

      Priyanshi Gupta

      Assistant Manager

      From Banking Giants to Tech Innovators: FNZ’s New Leadership, 1-billion-dollar Investment, and its Impact on the Wealth Management Industry 

      The wealth technology industry has recently witnessed significant changes, particularly within one of its leading firms, undergoing a substantial strategic transformation.   This comes in the wake of Adrian Durham, the founder and long-serving CEO of FNZ…
    • Thematic Report
      Aug. 02, 2023
      Ronak Doshi

      Ronak Doshi

      Partner
      Aaditya Jain

      Aaditya Jain

      Partner
      Pranati Dave

      Pranati Dave

      Vice President
      Kriti Gupta

      Kriti Gupta

      Vice President
      Apoorva A

      Apoorva A

      Senior Analyst
      Pooja Mantri

      Pooja Mantri

      Senior Analyst
      Saumil Misra

      Saumil Misra

      Practice Director
      Kriti Seth

      Kriti Seth

      Practice Director

      FinTech Trailblazers – Paving the Way Towards Ease, Efficiency, and Experience

      Today, FinTechs are helping banks and financial services firms unlock significant untapped value across core operations and advance the triple agenda of growth, efficiency, and customer experience. They are offering tailored solutions that enterprises are increasingly…
    • Thematic Report
      July 07, 2023
      Ronak Doshi

      Ronak Doshi

      Partner
      Pranati Dave

      Pranati Dave

      Vice President
      Kriti Gupta

      Kriti Gupta

      Vice President
      Apoorva A

      Apoorva A

      Senior Analyst
      Pooja Mantri

      Pooja Mantri

      Senior Analyst
      Saumil Misra

      Saumil Misra

      Practice Director
      Rudi Rajkumar

      Rudi Rajkumar

      Senior Analyst
      Kriti Seth

      Kriti Seth

      Practice Director

      FinTech-led Innovation in BFS – Financial Crime & Compliance (FCC)

      In recent years, the Financial Crime and Compliance (FCC) space has transformed rapidly due to the growth of RegTechs, virtual banks, and alternative payment methods. This has introduced new complexities as regulators struggle to keep pace…

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