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  • 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…
  • 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,…
  • PEAK Matrix®
    Sep. 24, 2026

    Insurance intermediaries are entering a new transformation cycle as broker consolidation, Managing General Agent (MGA) and Managing General Underwriter (MGU) expansion, margin pressure, talent constraints, and regulatory scrutiny increase the need to modernize fragmented operations. Agencies,…
  • Innovation Watch
    Aug. 20, 2026

    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,…
  • State of the Market
    Aug. 11, 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…
  • Voice of the Customer
    July 28, 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…
  • Innovation Watch
    July 14, 2026

    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…
  • State of the Market
    June 23, 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

    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

    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

    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

    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

    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

    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…
  • Voice of the Customer
    April 28, 2026

    Customer experience has emerged as a strategic priority in Asset and Wealth Management (AWM), driven by rising expectations for transparency, personalized engagement, and seamless digital interactions across client and advisor journeys. Firms are increasingly investing in…
  • Provider Compendium
    April 23, 2026

    Private Equity (PE) firms are navigating a more demanding environment characterized by market volatility, tighter capital conditions, and rising expectations for consistent value creation. In response, firms are increasingly partnering with providers that combine advisory expertise…
  • Provider Recognition
    April 15, 2026

    The Financial Crime and Compliance (FCC) technology landscape is entering a new operating era shaped by real-time payments, embedded finance, and always-on digital channels. These shifts are compressing decision windows while expanding the scope and sophistication…
  • 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…
  • Voice of the Customer
    March 12, 2026

    Customer experience has become a central pillar of insurance transformation as carriers respond to rising policyholder expectations, digital-first competition, and stricter regulatory scrutiny. Insurers are investing in customer experience orchestration platforms to modernize high-volume journeys such…
  • PEAK Matrix®
    Feb. 18, 2026

    The Private Equity (PE) services market is entering a period of structural change as sponsors navigate macroeconomic volatility, selective fundraising, and heightened Limited Partner (LP) expectations around transparency, liquidity, and Environmental, Social, and Governance- (ESG)-linked performance.…

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