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Showing 15 results
  • FEATURED
    PEAK Matrix®
    Sep. 25, 2026

    Rising transaction volumes, instant and cross-border payments, digital assets, and rapidly evolving financial crime typologies are placing greater pressure on existing Anti-money Laundering (AML) programs. Many financial institutions continue to operate fragmented systems with static rules,…
  • Thematic Report
    June 10, 2026

    Artificial Intelligence (AI) is redefining how Banking, Financial Services, and Insurance (BFSI) enterprises make decisions, execute workflows, and create value. While adoption has accelerated, fragmented data ecosystems, legacy operating models, siloed execution, and limited accountability for…
  • 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
    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…
  • PEAK Matrix®
    Dec. 10, 2025

    The Payments IT services market is undergoing a significant transformation. For years, enterprises focused on compliance, scheme-specific upgrades, and incremental improvements to legacy platforms. That approach is no longer sufficient. Rising transaction volumes, real-time expectations, interoperability…
  • Provider Compendium
    Dec. 10, 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…
  • Viewpoint
    Dec. 05, 2025

    The Banking and Financial Services (BFS) industry is entering a new AI adoption phase. While enterprises have achieved success with generative AI pilots and rule-based automation, most efforts remain confined to narrow use cases such as…
  • PEAK Matrix®
    Nov. 28, 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
    Sep. 30, 2025

    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…
  • Thematic Report
    Aug. 11, 2025

    The back office in wealth management is rapidly transforming as firms look to optimize post-trade, accounting, servicing, and billing functions. Once seen as a cost center, the back office is now central to operational resilience, audit…
  • Thematic Report
    July 31, 2025

    The middle office in wealth management is increasingly becoming a strategic focus area as firms modernize their portfolio oversight, product innovation, risk controls, and research processes. While front office transformation has taken precedence in recent years,…
  • Thematic Report
    July 18, 2025

    The front office in wealth management enterprises is transforming fundamentally as firms respond to rising investor expectations, increasing regulatory complexity, and the growing demand for scalable personalization. As traditional Customer Relationship Management (CRM) and advisory models…