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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
    June 23, 2026

    Sustainable Software Engineering (SSE) is gaining strategic importance as AI-driven systems reshape enterprise software economics. Generative AI, cloud-native architectures, and always-on digital systems are increasing compute intensity, cloud costs, energy consumption, and system complexity. As a…
  • Voice of the Customer
    May 20, 2026

    Software product engineering remains a major enterprise investment area, but buyers are reassessing provider relationships amid macroeconomic uncertainty, talent constraints, and growing demand for measurable business impact. Enterprises increasingly seek partners that can support AI-native development,…
  • Tech Launch Perspective
    May 19, 2026

    Enterprises are increasingly adopting AI-led process automation to improve productivity, accelerate application development, and enable intelligent orchestration across complex business workflows. As enterprises operationalize AI at scale, there is growing demand for platforms that combine governance,…
  • State of the Market
    May 13, 2026

    Software product engineering spend continues to outpace broader engineering investment as enterprises prioritize AI-enabled products, cloud-native modernization, platform engineering, and data-led innovation. While macroeconomic uncertainty, RoI scrutiny, tariffs, and geopolitical risk continue to pressure budgets, the…
  • 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…
  • 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…
  • Blog
    April 24, 2026

    The SpaceX-Cursor deal is not just a headline acquisition. It is a signal of how the next layer of the AI economy will be built, owned, and monetized. On April 21, 2026, SpaceX announced the right…
  • Provider Compendium
    April 13, 2026

    Software product engineering remains a key strategic priority for enterprises, even as macroeconomic pressures, talent shortages, and shifting sourcing strategies influence spending decisions. Growth is increasingly fueled by AI-first product development and platform-led modernization, with generative…
  • 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 02, 2026

    For years, application development platforms have competed on familiar dimensions: speed of build, workflow orchestration, integration depth, deployment flexibility, and governance. Leading platforms such as Appian, Pega, and ServiceNow have built strong positions by enabling enterprises…
  • PEAK Matrix®
    March 09, 2026

    Software product engineering continues to be a strategic investment priority for enterprises, even as macroeconomic pressures, talent constraints, and evolving sourcing strategies reshape spending patterns. Growth is increasingly driven by AI-native product development and platform-led modernization,…
  • Blog
    March 09, 2026

    Everest Group attended Zoho Day 2026 in Austin, Texas, at a pivotal moment for enterprise software. Across the industry, conversations increasingly centered on margin pressures, Artificial Intelligence (AI) disruptions, and growing architectural complexities.  The tone of the event was notably pragmatic. Rather than positioning AI…
  • Viewpoint
    March 09, 2026

    Enterprises are moving beyond copilots toward agentic AI as a practical operating model – one built to execute work, not just generate content. These systems can translate a business objective into sequenced tasks, use live context…
  • 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. 11, 2026

    For decades, Systems Integrators (SIs) have built their businesses around scale, of talent, delivery capacity, and execution rigor. This model aligned well with an enterprise environment where value creation was closely tied to human effort, predictable workflows, and linear…
  • 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

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