All Reports Events Blogs Videos
Showing 29 results
  • 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…
  • Provider Compendium
    Feb. 11, 2026

    Enterprises across the payments value chain are accelerating modernization to meet real-time settlement demands, expand cross-border reach, and operate in increasingly data-rich ecosystems. ISO 20022 migration, rising regulatory scrutiny, and the need for resilient, interoperable architectures…
  • Provider Compendium
    Feb. 09, 2026

    The banking industry is entering a new phase of technology transformation, marked by focused execution, legacy systems modernization, and heightened regulatory expectations. As banks move beyond early digital initiatives, they are prioritizing operational resilience, simplification, and…
  • Tech Provider Spotlight
    Dec. 19, 2025

    Banking, Financial Services, and Insurance (BFSI) enterprises are fundamentally transforming customer engagement, driven by rising expectations for personalized, timely, and compliant communication. Traditional marketing environments – limited by fragmented data, manual content workflows, and siloed tools…
  • 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…
  • Thematic Report
    Nov. 28, 2025

    BFSI enterprises are evolving their cloud strategies to align more closely with business objectives. As cloud adoption matures, the focus is shifting from infrastructure-led migrations to unlocking value across five core transformation pillars: product and customer…
  • 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…
  • July 22, 2025

    In our previous blog, Stablecoins Go Mainstream: How Enterprises, Tech Firms, And Regulators Should Respond | Blog - Everest Group, we explored how regulatory clarity, enterprise adoption, and technology maturity are pushing stablecoins into the financial…
  • Provider Compendium
    June 27, 2025

    The Banking, Financial Services, and Insurance (BFSI) industry is navigating heightened economic uncertainty, rapid technology innovation, and sophisticated customer demands. In response, enterprises are turning to specialized IT services firms. These providers offer in-depth domain expertise,…
  • Blog
    Sep. 25, 2024

    The wealth technology industry has recently witnessed significant changes, particularly within one of its leading firms, undergoing a substantial strategic transformation.   This comes in the wake of Adrian Durham, the founder and long-serving CEO of FNZ…
  • Event
    July 23, 2024

    The Banking, Financial Services, and Insurance (BFSI) industry is undergoing major business and IT transformations amid current challenging macroeconomic, geopolitical, and regulatory environments. To navigate these complexities, BFSI organizations need critical market intelligence, peer best practices,…
  • Provider Compendium
    Jan. 18, 2024

    The scarcity of talent equipped with next-generation skills remains a major roadblock in digital transformation journeys for enterprises. This challenge is exacerbated by the diminishing half-lives of skills and an increasing attrition rate in emerging skills…
  • PEAK Matrix®
    Nov. 28, 2023

    Amid the rapidly evolving technology landscape, as enterprises advance in their digital transformation endeavors, they face a primary challenge the shortage of talent equipped with next-generation skills. This challenge is further exacerbated by the shortening half-lives…
  • Provider Compendium
    Nov. 24, 2023

    The insurance industry has been relatively slow to adopt digital measures due to regulatory constraints and product complexities. However, carriers are actively embracing change to become risk mitigators. With an exponential rise in claims costs and…
  • PEAK Matrix®
    Oct. 20, 2023

    The insurance industry has been relatively slow in adopting digital measures due to regulatory constraints and product complexities. However, carriers are embracing the change to become risk mitigators. With the exponential rise in claims costs and…
  • Thematic Report
    Aug. 02, 2023

    Today, FinTechs are helping banks and financial services firms unlock significant untapped value across core operations and advance the triple agenda of growth, efficiency, and customer experience. They are offering tailored solutions that enterprises are increasingly…
  • Thematic Report
    July 07, 2023

    In recent years, the Financial Crime and Compliance (FCC) space has transformed rapidly due to the growth of RegTechs, virtual banks, and alternative payment methods. This has introduced new complexities as regulators struggle to keep pace…
  • Blog
    Dec. 14, 2022

    Since every past economic slowdown in this century has led to accelerated innovation and growth for FinTech firms, 2023 should be no different. We expect financial technology players to answer investors’ demands for increased profitability by…

Items per page