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 wealth managers and private credit firms is surging fast, driving the need for scalable back-office operations and enhanced client experiences. Market-infrastructure entities now seek partners for domain-rich support across data and pre-trade research, accelerating the shift toward outsourced operating models. Enterprises are strengthening operational resilience through cloud-native platform modernization, modular BPaaS constructs, and digital risk frameworks. Flexible BPaaS and SaaS services that can be deployed in public, private, or hybrid cloud environments are becoming the preferred route to achieve these agendas.
Providers are scaling their capabilities across the trade life cycle with an advisory-led stance and significant investment in next-generation technologies. Generative AI and agent-based automation are now embedded in exception management, email routing, research generation, and corporate-action workflows, driving measurable time savings and improved control. Predictive and prescriptive analytics, tokenized-asset servicing, and distributed-ledger solutions are moving from pilots to scaled delivery. ESG profiling and compliance support for regimes, such as MiFID, EMIR, FATCA, and new ESG mandates, have become integral to transformation programs.
-
Capital Markets Operations Services PEAK Matrix® Assessment 2025
Scope
- Industry: banking and financial services
- Geography: global
- Service: capital markets operations
Contents
This report features 22 capital market operations service provider profiles and includes:
- Providers’ relative positioning on Everest Group’s PEAK Matrix® for Capital Markets Operations Services
- Market trends
- Provider landscape analysis
- Key buyer considerations
- Key takeaways for buyers
- Providers’ market impact
- Providers’ vision and capabilities across key dimensions
READ ON -
Capital Markets Operations – Services PEAK Matrix® Assessment 2023
In this report, we analyze 23 capital markets operations service providers and position them on Everest Group’s PEAK Matrix® as Leaders, Major Contenders, and Aspirants based on their capabilities and offerings. The report will assist key stakeholders, such as banks, financial institutions, and providers, in understanding the current capital markets service provider landscape and making informed sourcing and partnership decisions.
Scope
- Industry: banking and financial services
- Geography: global
- The report covers vertical-specific capital markets operations and does not include horizontal business processes, such as Finance and Accounting (F&A), Human Resources (HR), procurement, and contact center
- This assessment is based on Everest Group’s annual RFI process and an ongoing analysis of the capital markets operations industry
Contents
This report features 23 capital markets operations service provider profiles and includes:
- Providers’ relative positioning on Everest Group’s PEAK Matrix® for capital markets operations
- Providers’ market impact
- Providers’ vision and capability assessment across key dimensions
- Enterprise sourcing considerations
READ ON
What is the PEAK Matrix®?
The PEAK Matrix® provides an objective, data-driven assessment of service and technology providers based on their overall capability and market impact across different global services markets, classifying them into three categories: Leaders, Major Contenders, and Aspirants.
