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Showing 16 results
  • PEAK Matrix®
    Oct. 09, 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…
  • Viewpoint
    Oct. 07, 2026

    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…
  • 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…
  • 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…
  • 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…
  • 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…
  • PEAK Matrix®
    Nov. 27, 2025

    The global banking operations market is significantly transforming, driven by continued regulatory complexities, rising customer expectations, and advances in AI and automation. Financial institutions are rethinking their sourcing models to prioritize domain-rich, technology-enabled partners that can…
  • 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…
  • Provider Compendium
    Sep. 29, 2025

    The capital markets operations ecosystem is rapidly transforming as firms strive to modernize platforms, manage risks, and meet regulatory demands. This compendium features 11 providers’ fact-based profiles, capturing their offerings, client coverage, technology adoption, delivery footprints,…
  • State of the Market
    Aug. 12, 2025

    Alternative asset management is rapidly transforming, driven by a projected surge toward US$30 trillion in Assets Under Management (AUM) by 2030. This growth is creating unprecedented operational complexity, with institutions now facing new investor demands, irregular…
  • PEAK Matrix®
    July 31, 2025

    The global capital markets operations landscape is rapidly advancing as institutions seek to serve a fast-growing pool of wealth, pension, and alternative asset investors while maintaining margin pressure and heightened regulatory scrutiny. Demand from asset and…
  • 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…