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Financial services has spent the past two decades digitizing how money is stored, accessed, and moved. The next phase could look materially different. Artificial Intelligence (AI) agents can increasingly interpret intent and execute work. Stablecoins are moving closer…
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Viewpoint Oct. 07, 2026
The Intelligent Operations Imperative in Life and Annuity (L&A) Insurance
Life and Annuity (L&A) insurers face a widening gap between transformation activity and measurable enterprise impact. Strong demand, rising customer and distributor expectations, specialist talent constraints, increasing AI governance requirements, and legacy technology estates are placing… -
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,… -
PEAK Matrix® Sep. 16, 2026
Insurance Claims Operations PEAK Matrix® Assessment 2026
Rising claims severity, litigation and catastrophe volatility, and growing customer expectations are increasing pressures on insurers to improve claims outcomes while controlling costs. Insurers are responding by modernizing claims platforms, redesigning workflows to expand automation and… -
Private Equity (PE) is entering a more demanding phase of value creation. Longer holding periods, selective exits, and higher operating expectations are shifting the return equation toward revenue growth, margin expansion, cash conversion, and faster execution. The relevant test for Artificial Intelligence (AI) is…
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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… -
Bank balance sheets look more resilient than the technology and operating models behind them. Banks and payment companies are introducing new products, funding Artificial Intelligence (AI) programs, and improving customer experiences. They are doing so while managing uncertain rates, geopolitical disruption, regulatory…
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State of the Market Aug. 11, 2026
Insurance IT Services State of the Market 2026
Insurance carriers are navigating a more complex operating environment shaped by margin pressure, regulatory scrutiny, platform fragmentation, and accelerating AI adoption. Traditional project- and tower-based delivery models are giving way to continuously operated value streams across… -
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… -
Technology providers are moving from AI assistants to governed Systems of Execution (SoE) that coordinate decisions, people, agents, and actions across regulated BFSI workflows. Recent announcements across banking, payments, lending, wealth, financial crime, underwriting, and claims point in the same direction: providers…
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Blog Aug. 03, 2026
Post-quantum Cryptography (PQC) readiness in BFSI: the road to quantum-safe transformation
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… -
Voice of the Customer July 28, 2026
Voice of the Customer (VoC): Exploring Know Your Customer (KYC) Vendors in the Financial Crime Compliance (FCC) Technology Landscape 2026
Financial institutions are moving Know Your Customer (KYC) from periodic customer checks toward connected, evidence-led workflows that support onboarding, due diligence, remediation, and ongoing reviews. Synthetic identities, deepfakes, complex ownership structures, and rising scrutiny of records… -
Blog July 21, 2026
Everest Group launches Innovation Watch on Agentic AI in Wealth Management Technology
Artificial Intelligence (AI) is becoming a standard capability across wealth management technology platforms. Advisor copilots, automated meeting preparation, document generation, portfolio insights, and conversational interfaces are increasingly appearing across provider offerings. in The more complex challenge for wealth management… -
Artificial Intelligence (AI) is changing the role of Information Technology (IT) in Banking and Financial Services (BFS). While there is clear value in applying AI to improve IT delivery, engineering productivity, support, and operations, the larger value unlock will come from embedding AI…
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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 23, 2026
Banking IT Services State of the Market 2026
Banking enterprises are entering a more selective technology investment cycle. Stabilizing revenue and stronger capital markets activity are supporting modest recovery, but margin pressures, regulatory complexities, risk management needs, and cyber threats continue to shape spending.… -
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… -
Property & Casualty (P&C) insurance claims leaders face a perfect storm: tightening margins, record catastrophe losses, and a looming claims talent shortage. In an era where operational excellence is the only path to profitability, the status quo is…
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