Banking and Financial Services IT Services Membership

Shape the future of BFS technology with clarity

You face complex BFS IT challenges every day. This membership gives you the research, benchmarks, and expert support you need to make more confident decisions.

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Overview of the membership

Everest Group understands BFS IT services and technology. We provide research, market tracking, and best practices across banking and financial services, from application services and cloud to platforms, data, and emerging digital solutions. Members gain access to published resources for strategic thinking, analyst support through inquiries and contextualized insights, and executive connections to refine value propositions, navigate disruption, and accelerate transformation.

This combination delivers real-time insights, practical guidance, and peer comparisons to help refine and execute technology strategies in a competitive landscape.

Who is it for?
Who is it for?
BFS enterprises. retail banking, commercial banking, payments, lending, asset and wealth management, capital markets.

BFS IT service providers delivering platforms and technology solutions.

Investors and stakeholders in BFS technology ecosystems.
What you get
What you get
Ongoing research briefings and timely updates on BFS IT trends.

Benchmarks, playbooks, and provider assessments for decision-making.

Analyst support to provide context and answer inquiries.

Executive connections to exchange insights on BFS technology priorities.

PEAK Matrix® debriefs and State of the Market reports for competitive intelligence.
Outcomes members achieve
Outcomes members achieve
Confidently assess IT services, technology platforms, and sourcing partners.

Stay ahead of shifts in payments, open finance, and digital banking models.

Strengthen compliance, governance, and risk management.

Improve operational resilience and accelerate digital adoption.

Capture new growth opportunities across BFS sub-verticals.

Areas of coverage

Banking and financial services lines of business

Coverage of retail and commercial banking, lending and mortgages, payments, investment banking, custody, asset and wealth management, and capital markets.
BFS IT application services

Applications development and maintenance, quality assurance, business intelligence, and consulting.
Infrastructure and cloud services

Infrastructure management, workplace services, IT security, and industry cloud adoption.
Digital services and third-party platforms

System integration and services for Salesforce, Temenos, Finastra, consumer loan origination, and trade lifecycle management platforms.
Emerging technologies in BFS IT

Data and analytics, AI, blockchain, IoT, metaverse, and next-gen digital experience platforms.
Thematic priorities

Open finance, customer experience, payments disruption, wealth management innovation, compliance, and risk management.