Senior Analyst

Displaying 1-10 of 15

Press Releases

Everest Group Launches Front-to-Back Modernization Playbooks for Wealth Management Industry 

by Ketan Kumar and 3 others
Market Insights™
WealthTech_Platforms_Are_Driving_Real-Time_Accuracy_and_Transparency (1)
Banking Industry

WealthTech Platforms Are Driving Real-Time Accuracy and Transparency in Multi-Asset Accounting and Fee Allocation | Market Insights™

by Ketan Kumar and 3 others
Market Insights™
Trade_Accounting_Continues_to_Face_Booking_Complexity (1)
Banking Industry

Trade Accounting Continues to Face Booking Complexity, Delayed Accruals, and Fragmented Fee Workflows | Market Insights™

by Ketan Kumar and 3 others
Market Insights™
Wealth_Management_Back_Office_Evolution
Banking Industry

Wealth Management Back Office Evolution | Market Insights™

by Ketan Kumar and 3 others
Market Insights™
The_Front_Office_in_Wealth_Management_Is_Evolving
Banking Industry

The Front Office in Wealth Management Is Evolving | Market Insights™

by Ketan Kumar and 4 others
Market Insights™
WealthTech_Platforms_Are_Enhancing_Client_Management_Through_Automation_Intelligence_and_Behavioral_Personalization
Banking Industry

Wealthtech Platforms Are Enhancing Client Management Through Automation Intelligence and Behavioral Personalization | Market Insights™

by Ketan Kumar and 4 others
Market Insights™
New_Business_Acquisition_in_Wealth_Management
Banking Industry

New Business Acquisition in Wealth Management Is Marked by High Customization, Data Fragmentation, and Uneven Digital Maturity | Market Insights™

by Ketan Kumar and 4 others
Market Insights™
From_Reactive_Service_to_Predictive_Engagement
Banking Industry

From Reactive Service to Predictive Engagement: The Emerging Future of Client Management in Wealth Management | Market Insights™

by Ketan Kumar and 4 others
Blogs
Financial Services Industry

Banking on Autonomous Agents: Embracing Agentic AI in Financial Services | Blog

by Ketan Kumar and 4 others
Blogs

The Next Frontier of Banking and AWM Experiences: The Power of Customer Experience Orchestration | Blog

by Ketan Kumar and 3 others