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Showing 20 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,…
  • Viewpoint
    Aug. 07, 2026

    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…
  • 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,…
  • Viewpoint
    April 30, 2026

    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,…
  • 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…
  • 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…
  • Tech Launch Perspective
    Dec. 08, 2025

    In September 2025, Quantexa announced its Cloud AML platform – a SaaS-based solution built on Azure and targeted at midsize and community banks in the US. The launch reflects Quantexa’s strategy to democratize its contextual decision…
  • 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®
    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…
  • Viewpoint
    Sep. 25, 2025

    As AI adoption accelerates in Banking and Capital Markets (BCM), CX leaders are under increasing pressure to move beyond pilots and deliver tangible, enterprise-wide value. While AI is now the top technology investment driver in the…
  • Tech Launch Perspective
    Sep. 17, 2025

    In July 2025, Compass UOL, a subsidiary of The AI Revolution Company, announced a suite of agentic AI tools for banking and financial services, now listed in AWS Marketplace under its newly introduced AI agents and…
  • Tech Launch Perspective
    July 31, 2025

    Fenergo’s FinCrime OS, launched in July 2025, positions itself as a unified Financial Crime Compliance (FCC) platform embedded with agentic AI to streamline operations across onboarding, due diligence, AML, and transaction monitoring. Built on Fenergo’s existing…
  • Tech Launch Perspective
    July 29, 2025

    Anthropic has launched a domain-specific AI solution for financial services – Financial Analysis Solution – designed to address key enterprise priorities, such as auditability, regulatory compliance, and data integration. The solution supports high-value use cases, such…
  • Tech Launch Perspective
    July 18, 2025

    NVIDIA’s AI Blueprint for Fraud Detection introduces a reference architecture designed to modernize and accelerate fraud detection in financial services using agentic AI components. Announced at Money 20/20 in June 2025, the blueprint combines graph neural…
  • 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…