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Showing 21 results
  • PEAK Matrix®
    Sep. 30, 2026

    Financial institutions face growing compliance burdens and escalating financial crime threats, intensifying the need for efficient, tech-enabled Financial Crime and Compliance (FCC) operations. In response, providers are strengthening their capabilities through AI-powered tools, domain-centric solutions, and…
  • LinkedIn Live
    Sep. 29, 2026

    Leaders must make long-term investments while dealing with tightening margins, fragmented data, and shifting regulation. At the same time, AI is changing customer expectations, operating models, and competitive boundaries. On October 29, Everest Group’s Bhanushee Malhotra, Abhilasha Sharma, and Jillian Walker will explain how 'Future Casting' can build credible forward outlooks and scenarios based on…
  • 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,…
  • Tech Launch Perspective
    May 19, 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 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…
  • State of the Market
    Jan. 15, 2026

    Amid rising regulatory expectations and growing fraud complexity, financial institutions are reengineering Financial Crime and Compliance (FCC) operations to meet demands for agility, cost efficiency, and risk mitigation. This report provides a detailed view of the…
  • 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…
  • Accelerator
    Dec. 16, 2025

    Everest Group’s Life and Annuities (L&A) Insurance Technology RFP Accelerator provides a structured, domain-specific framework to help procurement and vendor management teams evaluate technology providers’ contractual and service performance commitments. Built for L&A insurers’ unique regulatory,…
  • 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…
  • Accelerator
    Dec. 03, 2025

    Everest Group’s RFP Questionnaire for Life and Annuities (L&A) Insurance IT Services is a purpose-built accelerator designed to support procurement, vendor management, and technology-sourcing leaders in executing rigorous, domain-specific IT service evaluations. As L&A insurers face…
  • PEAK Matrix®
    Dec. 03, 2025

    The payments Business Process Services (BPS) landscape is entering a transformative growth phase as enterprises reimagine payments as a strategic enabler rather than a cost center. The proliferation of real-time payment rails, cross-border flows, and digital…
  • 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…
  • Event
    May 08, 2025

    As the outsourcing landscape evolves amid economic uncertainty, geopolitical changes, shifting buyer priorities, and rapid technological disruption, service providers must stay ahead of the curve to identify where the next wave of growth will come from.…
  • Mega Forces
    April 16, 2025

    With increasing complexities and rapid transformation across industries, business leaders must become adept at anticipating long-term, disruptive shifts to navigate an uncertain future confidently. Our Mega Forces framework – comprising themes including business models and value…
  • Event
    July 23, 2024

    The Banking, Financial Services, and Insurance (BFSI) industry is undergoing major business and IT transformations amid current challenging macroeconomic, geopolitical, and regulatory environments. To navigate these complexities, BFSI organizations need critical market intelligence, peer best practices,…
  • Roundtable
    July 10, 2024

    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…
  • Thematic Report
    July 12, 2019

    Mounting digital transformation pressures and changing consumer preferences are disrupting the current financial services landscape. Buyer needs in this evolved setup are changing, leading to a shift in expectations from the service providers. Although traditional factors…