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    • Ronak Doshi

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      Partner

    • Paras Chugh

      Paras Chugh

      Analyst

    • Tech Launch Perspective
      May 19, 2026
      Ronak Doshi

      Ronak Doshi

      Partner
      Amardeep Modi

      Amardeep Modi

      Vice President
      Jonty Padia

      Jonty Padia

      Practice Director
      Manukrishnan SR

      Manukrishnan SR

      Practice Director
      Niyati Vohra

      Niyati Vohra

      Senior Analyst

      AI-led Process Automation – Review of Appian’s Product Announcements at Appian World 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,…
    • Voice of the Customer
      April 28, 2026
      Ronak Doshi

      Ronak Doshi

      Partner
      Kriti Gupta

      Kriti Gupta

      Practice Director
      Ketan Kumar

      Ketan Kumar

      Senior Analyst

      Voice of the Customer (VoC): Asset and Wealth Management (AWM) Customer Experience Orchestration Products (CXOP)

      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
      Ronak Doshi

      Ronak Doshi

      Partner
      Kriti Gupta

      Kriti Gupta

      Practice Director
      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…
    • Viewpoint
      Dec. 16, 2025
      Ronak Doshi

      Ronak Doshi

      Partner
      Kriti Seth

      Kriti Seth

      Practice Director
      Ketan Kumar

      Ketan Kumar

      Senior Analyst

      The Intelligent Renaissance of Banking and Financial Services: Modernization, Ecosystems, and Human Expertise at the Core

      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
      Ronak Doshi

      Ronak Doshi

      Partner
      Kriti Gupta

      Kriti Gupta

      Practice Director
      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

      Practice Director
      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
      Nov. 28, 2025
      Ronak Doshi

      Ronak Doshi

      Partner
      Dinesh Singh Udawat

      Dinesh Singh Udawat

      Practice Director

      Rewiring the L&A Enterprise: Unlocking Value through Systems of Execution (SoE)

      Life and Annuities (L&A) insurers are under growing pressure to modernize core operations, reduce servicing costs, and deliver real-time customer experiences across increasingly complex product portfolios. Many have invested in digital platforms, automation, and advanced analytics,…
    • Viewpoint
      Sep. 30, 2025
      Ronak Doshi

      Ronak Doshi

      Partner
      Kriti Gupta

      Kriti Gupta

      Practice Director
      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…
    • Market Insights™
      Nov. 15, 2024
      Vanshika Notani

      Vanshika Notani

      Senior Analyst
      Aaditya Jain

      Aaditya Jain

      Partner
      Vigitesh Tewary

      Vigitesh Tewary

      Practice Director
      Ronak Doshi

      Ronak Doshi

      Partner

      Intelligent Workflow Orchestration

    • Roundtable
      July 10, 2024
      Ronak Doshi

      Ronak Doshi

      Partner
      Amy Fong

      Amy Fong

      Partner

      Banking, Financial Services, and Insurance Leaders Discuss: 2024's Top Trends in Tech and Ops Sourcing

      What are the latest trending issues shaping tech and ops sourcing within the banking, financial services, and insurance (BFSI) sector? During this virtual roundtable Everest Group analysts guided a dynamic discussion on the most impactful sourcing…
    • Webinar Deck
      June 21, 2022
      Ronak Doshi

      Ronak Doshi

      Partner
      Yugal Joshi

      Yugal Joshi

      Partner
      Pranati Dave

      Pranati Dave

      Vice President

      Webinar Deck: Web 3.0 and Metaverse Implications for Sourcing and Technology Leaders

      The next evolution of technology is upon us, and business leaders are racing to understand new concepts like Web 3.0 and Metaverse – both generating strong reactions from hype acceptance to extreme cynicism. Regardless, organizations that…

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