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  • NEW
    Blog
    Aug. 03, 2026

    In Part 1 of this series, Why the Migration Clock Has Already Started, we explained why Banking, Financial Services and Insurance (BFSI) enterprises cannot wait for a formal mandate to begin their Post-quantum Cryptography (PQC) migration and estimated a roughly US$7 billion spending opportunity across the top…
  • Blog
    July 21, 2026

    Current state of cryptography in BFSI  Banks, insurers, and capital markets enterprises have been using cryptography for a long time across every important part of their business. It protects everything from mobile payments to complex trading platforms and third-party connections.  …
  • LinkedIn Live
    Nov. 19, 2025

    In an evolving landscape where analyst relations (AR) shape market perception and business success, leaders continued to look for proven tactics embraced by experienced AR professionals. Everest Group’s Katrina Menzigian, along with industry experts from other…
  • May 12, 2025

    Introduction: The evolving landscapeArtificial Intelligence (AI) is revolutionizing industries, and Private Equity (PE) firms are rapidly adapting to harness its benefits. With record-breaking fundraising and considerable dry powder providing a strong capital base, PE firms are…
  • State of the Market
    Nov. 02, 2021

    The mortgage operations landscape is becoming increasingly competitive as enterprises continue to look for solutions to improve their capabilities, expand their footprint, and gain market share. Some of the factors shaping the mortgage industry landscape include…
  • Provider Compendium
    Sep. 30, 2021

    Capital Markets – Service Provider Compendium provides accurate, comprehensive, and fact-based snapshots of 24 service providers, including their scale of operations, technology solutions, risk management & regulatory reporting, and delivery locations, along with Everest Group’s PEAK…
  • Viewpoint
    Sep. 08, 2021

    The debt collections space has remained unchanged for ages, with the call-and-collect method working quite well for lenders until recently. However, with changing borrower demographics and borrowers becoming more digitally savvy, phone calls are increasingly providing…
  • Provider Compendium
    June 25, 2021

    Financial Crime and Compliance (FCC) Operations Service Provider Compendium provides accurate, comprehensive, and fact-based snapshots of 23 FCC operations service providers, including their scale of operations, technology solutions, and delivery locations, along with Everest Group’s PEAK…
  • PEAK Matrix®
    March 25, 2021

    The Financial Crime and Compliance (FCC) operations space is a fast-growing area within the Banking and Financial Services (BFS) industry. Banks and other financial institutions are working to meet the tightening regulatory norms and safeguard themselves…
  • Viewpoint
    Jan. 21, 2021

    The traditional mortgage lending process has been long due for transformation. Even with breakthroughs in customer service, customer experience continues to present a challenge. It is, in fact, one of the main differentiators for lenders. Several…
  • Provider Compendium
    Nov. 26, 2020

    The Mortgage Operations – Service Provider Compendium provides accurate, comprehensive, and fact-based snapshots of 19 service providers. Each profile includes scale, scope, technology solutions, risk management & regulatory reporting support, delivery locations, and Everest Group's assessment…
  • Thematic Report
    Oct. 09, 2020

    In this study, we analyse the impact of COVID-19 on the BFS industry. We also recommend BFS enterprises to look at digital, not just as a means to fix current problems, but as a strategic exercise…
  • PEAK Matrix®
    Sep. 30, 2020

    Mortgage operations are among the largest submarkets within banking operations and are becoming increasingly competitive as enterprises look for newer solutions to improve capabilities, expand footprint, and gain market share. Some of the factors shaping the…
  • Thematic Report
    Aug. 07, 2020

    In the last few years, many mature Global Business Services (GBS) centers have scaled up the adoption of traditional Robotic Process Automation (RPA) solutions and are shifting their focus toward Intelligent Automation (IA) solutions, such as…
  • Aug. 07, 2020

    GBS Cost and Performance Benchmarks Book is available only to GBS & Shared Services (GBS/SS) members. For information on membership, please contact us The Cost and Performance Benchmarks Book is an off-the-shelf reference for GBS professionals…
  • Blog
    July 24, 2020

    Millennials and Gen Xers currently account for a majority of the earning population worldwide. As a result, the largest demographic cohort looking to manage wealth or create retirement income is shifting from baby boomers to these…
  • Viewpoint
    June 17, 2020

    Know Your Customer (KYC) and Anti Money Laundering (AML) processes form the backbone of financial institutions’ financial crime and compliance programs. These processes have been traditionally manual, with agents screening and monitoring activities largely on their…
  • Blog
    April 15, 2020

    Automation CoEs in Global Business Services (GBS) centers or Shared Services Centers (SSCs) have evolved over time. Mature GBS adopters of automation have made conscious decisions around the structure and governance CoEs, evolving to extract maximum…
  • PEAK Matrix®
    March 27, 2020

    As more and more millennials become clients of wealth managers, it becomes imperative for the latter to overhaul traditional methods of managing wealth. In this regard, they are currently building and increasing their online presence, digitally…
  • Provider Compendium
    March 19, 2020

    The Capital Markets Operations – Service Provider Compendium provides accurate, comprehensive, and fact-based snapshots of 24 capital markets operations service providers. In particular, the report allows current and potential buyers of capital markets operation services to…

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