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Showing 20 results
  • Viewpoint
    Dec. 05, 2025

    The Banking and Financial Services (BFS) industry is entering a new AI adoption phase. While enterprises have achieved success with generative AI pilots and rule-based automation, most efforts remain confined to narrow use cases such as…
  • State of the Market
    July 15, 2025

    Capital market firms face pressure from limited revenue growth, rising costs, and stringent regulatory mandates. Despite margin constraints, these firms are investing selectively in technology areas such as algorithmic trading platforms, AI-driven analytics, cloud-native platforms, security…
  • Provider Compendium
    Dec. 05, 2024

    The wealth management industry is evolving to meet emerging trends and client demands. To manage costs and boost revenue, firms are introducing new products, expanding into new regions, and enhancing advisor platforms to improve productivity and…
  • PEAK Matrix®
    Oct. 17, 2024

    The wealth management industry is significantly transforming to meet the complex needs of a diverse client base. By leveraging AI, wealth management firms are enhancing advice accuracy and timeliness through predictive analytics and conversational AI, enabling…
  • Market Insights™
    March 15, 2024

  • Market Insights™
    March 15, 2024

  • Blog
    March 11, 2024

    Cloud service providers are vital partners in helping Banking and Financial Services (BFS) institutions build robust systems for cloud migration and exit strategies to maneuver complex regulatory and operational environments. These approaches promise to ignite technological…
  • Provider Compendium
    Sep. 05, 2023

    The Asset and Wealth Management (AWM) space is transforming in terms of democratization of services, transfer of generational wealth, and increased demand for hyper-personalized and digital-first services. There is a growing focus on product and experience…
  • Provider Compendium
    Aug. 09, 2023

    The Asset and Wealth Management (AWM) industry is realizing the democratization of finance, with a growing demand for personalized digital experiences and the emergence of new products such as digital assets and ESG-compliant investments. To adapt…
  • Thematic Report
    July 21, 2023

    In the face of growing macroeconomic tension and a cautious approach to IT spend, the banking industry continues to embrace cloud as a key enabler for growth and resilience amid fierce competition. The increasing emphasis on…
  • PEAK Matrix®
    June 30, 2023

    The Asset and Wealth Management (AWM) industry is undergoing multiple shifts, including the democratization of services, emergence of new client segments, the great transfer of generational wealth, and higher demand for hyper-personalized and digital-first services. There…
  • PEAK Matrix®
    June 30, 2023

    The Asset and Wealth Management (AWM) industry is seeing the democratization of finance, growing demand for personalized digital experiences, and the emergence of new products such as digital assets and ESG-compliant investments. To adapt to evolving…
  • State of the Market
    June 14, 2023

    The rise in investor awareness, the emergence of new WealthTechs and FinTechs, global wealth redistribution, and an evolving regulatory landscape are driving a shift in the wealth management business model. This transformation is moving from a…
  • Provider Compendium
    Jan. 12, 2023

    The wealth management industry has massively changed in the past few years due to the democratization of wealth management services, generational wealth transfer, rise of unconventional asset classes, and increased demand for hyper-personalized services. High Net…
  • PEAK Matrix®
    Nov. 22, 2022

    The wealth management industry has massively changed in the past few years due to the democratization of wealth management services, generational wealth transfer, rise of unconventional asset classes, and increased demand for hyper-personalized services. Next-generation investors…
  • Viewpoint
    July 20, 2022

    The need for speed, agility, resiliency, and product innovation continues to push Banking and Financial Services (BFS) firms to adopt cloud solutions. Cloud-based transformation has proven its centrality to sustainable enterprise operations, resilient business innovation, and…
  • Webinar Deck
    June 21, 2022

    The next evolution of technology is upon us, and business leaders are racing to understand new concepts like Web 3.0 and Metaverse – both generating strong reactions from hype acceptance to extreme cynicism. Regardless, organizations that…
  • Viewpoint
    Nov. 18, 2021

    The US retirement plan industry is evolving rapidly, with factors such as demographic shifts, alternative employment options, participants’ changing financial needs, and regulatory changes impacting plan providers’ business priorities. Plan providers face unique challenges as they…
  • Viewpoint
    Sep. 30, 2021

    Banking and Financial Services (BFS) enterprises have accelerated cloud transformation initiatives in an attempt to make their business operations more resilient, scalable, and competitive in light of non-traditional entrants offering financial services. Success in this market…