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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…
  • 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…
  • 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
    March 31, 2026

    To keep pace with macroeconomic uncertainties, supply chain volatility, and growing business expectations, procurement leaders must deliver more than operational efficiency. The modern mandate calls for agility, intelligence, and measurable value. However, fragmented systems, siloed workflows,…
  • Viewpoint
    March 25, 2026

    Procurement has historically focused on cost savings and operational efficiency, supported by spend visibility and reporting tools. However, AI advances are fundamentally reshaping this model by enabling continuous, intelligence-driven procurement decision-making. Agentic AI introduces autonomy into…
  • Blog
    March 24, 2026

    The procurement technology landscape is expanding at a pace that reflects more than incremental digitization. Across sourcing, contracting, spend intelligence, vendor management, and accounts payable solutions, providers are proliferating, capital is flowing, and enterprises are broadening their digital roadmaps.  This proliferation has resulted in a diverse technology landscape marked by:  Traditional integrated suites anchoring…
  • Blog
    March 17, 2026

    For years, procurement was defined by one outcome: savings achieved through negotiations, competitive bidding, and benchmarking. Later, technology -driven efficiency became an additional priority. With this, the performance improved, but the perception did not. Procurement remained operational, important, yet rarely strategic.  Now, the shift is unmistakable. Agentic Artificial Intelligence (AI) is changing…
  • 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…
  • Viewpoint
    March 03, 2026

    Procurement is at a pivotal inflection point. After a decade of digital transformation focused on automation, compliance, and analytics, many organizations have reached a plateau where process automation remains rule-based and heavily dependent on human intervention…
  • 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

  • Market Insights™
    Jan. 02, 2026

  • Market Insights™
    Jan. 02, 2026

  • Market Insights™
    Jan. 02, 2026

  • Provider Compendium
    Dec. 22, 2025

    The Procurement Outsourcing (PO) Services – Provider Compendium 2025 provides comprehensive, fact-based profiles of 20 PO providers. It highlights their service offerings, scale of operations, technology solutions, delivery locations, and recent developments and investments. This report…
  • 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…
  • State of the Market
    Dec. 12, 2025

    Procurement’s role is evolving from a process enabler to a strategic value differentiator, and AI, especially generative and agentic AI, is at the forefront of this transformation. It presents an opportunity to make procurement operations more…

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