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PEAK Matrix® Oct. 09, 2026
BFS Agentic Business Operations PEAK Matrix® Assessment 2026
Banking and Financial Services (BFS) enterprises are progressing from rules-based automation and AI-assisted workflows toward agentic business operations, where AI agents, intelligent platforms, and human teams jointly execute, orchestrate, and optimize recurring processes. This shift is… -
PEAK Matrix® Sep. 30, 2026
Life and Annuity (L&A) Insurance IT Services PEAK Matrix® Assessment 2026
L&A insurers are under pressure to modernize legacy technology estates, reduce Total Cost of Ownership (TCO), respond faster to changing customer and intermediary expectations, and meet evolving regulatory requirements. Carriers are increasingly prioritizing modular core modernization,… -
FEATUREDPEAK Matrix® Sep. 25, 2026
Anti-money Laundering (AML) Products PEAK Matrix® Assessment 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,… -
Voice of the Customer Sep. 18, 2026
Voice of the Customer (VoC): Property and Casualty (P&C) Insurance Technology
Property and Casualty (P&C) insurers and Managing General Agents (MGAs) continue to modernize their technology environments to enhance underwriting precision, claims efficiency, operational resilience, and customer experiences while managing costs, regulatory demands, skills gaps, and legacy… -
Voice of the Customer Sep. 07, 2026
Voice of the Customer (VoC): Core Banking Technology Providers for North American Mid-market Banks
North American mid-market banks are steadily advancing core banking modernization as they respond to growing customer expectations, rising technology costs, expanding ecosystem requirements, and the limitations of long-standing core platforms. Modernization has become an important technology… -
Innovation Watch Aug. 20, 2026
Innovation Watch: Agentic AI in Banking
Agentic AI is becoming an important capability in banking technology as financial institutions seek to improve workflow efficiency, decision coordination, regulatory responsiveness, and operational scalability. Banks operate in an environment shaped by fragmented systems, complex products,… -
Viewpoint Aug. 07, 2026
Work Orchestration Platforms (WOPs)
Enterprises have invested in business process management, robotic process automation, process mining, data platforms, and generative AI, yet work remains fragmented across people, systems, documents, decisions, approvals, and exceptions. Emerging Work Orchestration Platforms (WOPs) address this… -
Innovation Watch July 14, 2026
Innovation Watch: Agentic AI in Wealth Management Technology
Agentic AI is becoming an important capability in wealth management technology as firms look to improve productivity, decision coordination, and operational scalability across increasingly complex advisory and servicing models. Wealth management firms operate in an environment… -
From answer to act: the next phase of Artificial Intelligence (AI) in banking and financial services
Recent moves by Temenos, FIS, and Backbase point to a significant shift in banking technology strategy. Over the past few weeks Temenos acquired additiv, a Swiss fintech specializing in wealth orchestration, FIS partnered with InvestCloud to deliver an Artificial Intelligence (AI)-powered advisor workspace… -
Thematic Report June 24, 2026
Insurance Operations Optimization: Sourcing Strategies in Property and Casualty (P&C) and Life and Annuities (L&A) Insurance
Insurance carriers are under pressure to improve cost efficiency, speed, resilience, and customer experiences while preserving control over risk, compliance, data, and business-critical decisions. As Property and Casualty (P&C) and Life and Annuities (L&A) workflows become… -
State of the Market June 17, 2026
Banking Operations Services State of the Market 2026
Banking enterprises are navigating a market shaped by persistent cost pressures, rising exception volumes, evolving regulatory requirements, and growing expectations for faster, more transparent customer journeys. As operations become more technology-driven, buyers are moving beyond labor-led… -
Thematic Report June 10, 2026
Reinventing the Banking, Financial Services, and Insurance (BFSI) Industry in the AI-first Era: A Blueprint for Enterprise-scale AI Value Realization
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 May 28, 2026
Voice of the Customer (VoC): Retirements and Pensions Core Technology
Retirement and pensions enterprises are modernizing their technology stacks to improve administration accuracy, member and sponsor experiences, and operational resilience across recordkeeping, contributions, pension payroll, withdrawals, investment servicing, and advice-led engagement. Legacy administration platforms, fragmented payroll… -
Tech Launch Perspective May 20, 2026
Insurance Technology – Review of Equisoft’s Amplify Product Launch
Life and Annuity (L&A) insurers are increasingly investing in modernization initiatives to replace legacy policy administration environments, improve operational efficiency, and support digitally enabled customer experiences. This report explores Equisoft’s recent strategic announcements, including the launch… -
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 May 14, 2026
Voice of the Customer (VoC): Group Life Insurance Core Technology
Group life insurers are modernizing their technology stacks to shorten implementation timelines and deliver simpler, digital-first journeys for sponsors, brokers, and members, while balancing cost, operational risk, and compliance expectations. Legacy group administration platforms and fragmented… -
Voice of the Customer May 07, 2026
Voice of the Customer (VoC): Individual Life Insurance Core Technology
Individual life insurers are modernizing their technology stacks to improve underwriting-to-issue speed, strengthen operational controls, and elevate digital experiences for advisors and policyholders. Yet legacy platforms, technical debt, and integration complexities continue to absorb a meaningful… -
Blog May 05, 2026
Salesforce’s Headless 360 push: a strategic pathway for the agentic era
What is headless architecture and why is Salesforce pushing for it now? Salesforce’s push toward Headless 360 comes as the company closes the Fiscal Year (FY) 2026 from a position of strength, supported by US$41.5 billion… -
Viewpoint April 30, 2026
Reimagining Customer Relationship Management (CRM) in Corporate and Investment Banking
Corporate and investment banking is undergoing a fundamental shift as client expectations, market dynamics, and competitive pressures demand faster, more precise, and highly coordinated engagement. Traditional Custom Relationship Management (CRM) systems, built for documentation and compliance,… -
As AI adoption accelerates across banking, financial services, and insurance, leaders are working to define, measure, and govern AI adoption value, and drive change management for scaled adoption. This exclusive virtual roundtable on July 8 will…
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