Banking And Financial Services

Navigate complexity in banking and financial services

Everest Group empowers banking and financial services leaders to thrive in a complex market. With forward-looking research and in-depth analysis, we deliver actionable insights to help you confidently tackle disruptive technologies, rising customer expectations, and emerging business models. 

The Everest Group advantage

We tailor our research to address your unique business problems, offering guidance that enables you to navigate today’s complexities and make decisions that deliver impactful outcomes.

Our expertise spans all banking and financial services segments and lines of business, and delivers an integrated perspective across IT, business processes, sourcing, and global delivery models.

Let us help you turn challenges into opportunities.

Let’s Connect

What we do

PEAK Matrix®

PEAK Matrix®

Assess service provider capabilities, including their strategies and investments that distinguish leaders.
Explore More
Pinnacle Model®

Pinnacle Model®

Compare talent strategies and benchmark against peers to maximize your enterprise’s impact.
Explore More
Custom benchmarks: Custom price and performance benchmarking

Custom benchmarks: Custom price and performance benchmarking

Enterprises and service providers have unique requirements for pricing and contracting insights. These can range from one-off custom benchmarks, performance metrics data, or specific contract terms and conditions advice.
Explore More

Client stories

Guiding banking and financial services leaders through the ever-changing landscape.

Impact Sourcing

Helping an Indian IT service provider optimize ERP sizing and pricing for a UK healthcare bid

Learn More

Uncategorized

Helping a leading global professional services company refine its European delivery center strategy

Learn More

Uncategorized

Helping a leading enterprise software firm expand its presence in the BFSI sector

Learn More

All Client Stories

Why clients choose Everest Group

The Global 1000 – the largest and most complex companies of the world – engage us to help them solve their toughest sourcing and digital transformation challenges.

[Everest Group’s] ability to synthesize input from a variety of sources – or even people with different backgrounds and motivations – is really quite extraordinary.
CIO
Leading global mining company

The help was extremely timely and the quality we were looking for – this is what delights us and helps Everest Group to be a trusted partner.
Executive, Market Development & Insight
Global service provider

Is it too forward to tell you that after only a quick skim of this information, I want to cry tears of joy? Others told us they couldn’t get the information and to go away – this is incredibly valuable information to use with our executives.
VP of Market Intelligence and Insights
Technology company

Success Stories

Stay informed with the latest banking and financial services insights

Blogs