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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…
  • Viewpoint
    July 06, 2026

    The emergence of generative and agentic AI has fundamentally altered the cybersecurity threat landscape. Attackers are using AI to automate reconnaissance, generate highly personalized phishing campaigns, create deepfakes, mutate malware, and orchestrate attacks at machine speed.…
  • Market Insights™
    May 19, 2026

  • Viewpoint
    May 18, 2026

    Talent Acquisition (TA) is structurally disrupting as volatile skill demands, fragmented technology ecosystems, and human-coordinated workflows create persistent gaps between hiring needs and execution capacities. Enterprises struggle to scale TA effectively, with manual coordination across systems…
  • Blog
    May 12, 2026

    Recent narratives around Mythos have triggered a familiar reaction, concern that enterprise environments are fundamentally broken. That conclusion misses the point. These newer cybersecurity -focused models are not introducing a new class of threats. They are exposing, at scale, what many security leaders…
  • 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…
  • Market Insights™
    May 01, 2026

  • 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 20, 2026

    For decades, enterprise background screening functioned as a pre-employment requirement. This approach is changing as enterprises contend with distributed workforces, faster and more complex fraud vectors (including AI-driven impersonation), and increasingly nuanced compliance obligations across geographies.…
  • 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…
  • Blog
    April 07, 2026

    RSA Conference (RSAC) 2026 made one thing clear: Cybersecurity is no longer evolving in a steady, predictable manner. It is being reshaped in bursts, driven by Artificial Intelligence (AI), shifting identity paradigms, and the growing urgency of resilience.   What stood out this year was not just…
  • Viewpoint
    April 01, 2026

    The enterprise talent assessment market has reached an inflection point, with a fragmented landscape of specialized tools consolidating into integrated platforms that promise broader coverage across the talent lifecycle. These assessment technology suites are increasingly positioned…
  • 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 18, 2026

    The cybersecurity services market is entering a decisive phase in 2026. What was once a scale-driven, compliance-heavy, and reactive industry is now being reshaped by intelligence, distribution of buying power, and structural shifts in delivery and monetization.  Three…
  • 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.…
  • Provider Compendium
    Feb. 09, 2026

    Cloud security has evolved from a compliance-led function into a strategic business enabler that supports enterprise modernization, resilience, and innovation. As organizations scale cloud programs to support digital agility, AI adoption, and hybrid work models, they…

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