Banking & Financial Services
Navigate complexity in banking and financial services
What we do
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PEAK Matrix®
PEAK Matrix®
Assess service provider and technology provider capabilities, including their strategies, investments, and ability to help banks and financial institutions achieve compliance, innovation, and efficiency. -
Pinnacle Model®
Pinnacle Model®
Benchmark your transformation journey across digital, technology, operations, and customer experience dimensions to understand what separates leading BFS institutions from others. -
Custom benchmarks
Custom benchmarks
We deliver tailored benchmarks and insights across IT, operations, and technology to help financial institutions manage cost, compliance, and performance with confidence.
Client stories
Why clients choose Everest Group
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CIO Global Retail BankEverest Group’s insights helped us shape our cloud and modernization roadmap with a clear view of regulatory implications and vendor capabilities. Their practical guidance bridged technology strategy with compliance realities.
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Head of Strategy and Transformation Leading Regional BankWe relied on Everest Group’s benchmarking and research to redefine our operations model. The level of detail and understanding of banking processes, technology costs, and sourcing models was exceptional.
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Chief Risk Officer Global Financial InstitutionEverest Group understands the unique pressures of operating in a regulated financial environment. Their perspective on balancing innovation with risk and compliance has been invaluable for our leadership decisions.
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