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Tech Launch Perspective May 19, 2026
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
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
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… -
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…
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Provider Compendium Dec. 10, 2025
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
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… -
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,…
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Viewpoint Sep. 30, 2025
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
Intelligent Workflow Orchestration
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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…
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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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