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  • State of the Market
    May 31, 2019

    The mortgage industry is going through an upheaval, with non-banks taking the lead from traditional banks and the origination volumes eroding. With non-banks becoming leaders in the market, the emphasis on providing a holistic customer experience…
  • April 25, 2019

    Everest Group is proud to once again be named the Strategic Partner of NASSCOM's 9th annual Global Capability Centers Conclave, held in Bangalore on April 25 and 26, 2019. Everest Group leaders H. Karthik and Eric…
  • PEAK Matrix®
    March 29, 2019

    As the banking BPO industry shifts from arbitrage-first to digital-first model, buyers increasingly seek to understand the digital capabilities of service providers to eliminate/reduce human effort, improve efficiency, and drive better outcomes. While individual digital components…
  • Webinar Deck
    Feb. 26, 2019

    On February 26, Everest Group hosted a 60-minute webinar titled, “The 5 Most Important Global Services Trends For 2019.” The global sourcing market seems to be increasingly dynamic these days, driven in no small part by…
  • Viewpoint
    Feb. 14, 2019

    The automation story in the banking sector has been going on for a while now, but are we seeing the banks adopting automation and its advance levels at the rate that expected? A lot of banks…
  • PEAK Matrix®
    Jan. 11, 2019

    Mortgage BPO stands out as one of the largest submarkets within banking BPO. As regulatory bodies continue to increase their oversight on mortgage activities of banks, the role played by BPO has been gaining greater significance…
  • PEAK Matrix®
    Sep. 28, 2018

    The landscape for capital markets BPO is becoming increasingly competitive as service providers continue to evolve their capabilities, expand their footprint, and gain market share. The incorporated elements such as Robotic Process Automation (RPA), blockchain, and…
  • Accelerator
    Sep. 28, 2018

    RFP Template and Evaluation Toolkit is available only to Strategic Outsourcing & Vendor Management members. For information on membership, please contact us This RFP evaluation toolkit is designed to help sourcing and category managers prepare an…
  • PEAK Matrix®
    June 22, 2018

    Know Your Customer – Anti-Money Laundering Business Process Outsourcing is slowly becoming a major focus area for most financial institutions (FIs). Increasing sophistication of money laundering activities, followed by an increasing severity of repercussions of being…
  • June 06, 2018

    Everest Group leaders will once again present at the 9th Annual ABSL conference held in Poland on June 6-8. Industry experts H. Karthik and Eric Simonson will participate in key sessions at the event. The theme…
  • PEAK Matrix®
    March 29, 2018

    The banking BPO landscape is quite mature, with most clients, especially those in the United States and the United Kingdom, having a high degree of comfort with outsourcing. They are increasingly looking to service providers to…
  • Viewpoint
    Feb. 27, 2018

    The prime asset of leading wealth management firms is the long-lasting advisor-investor relationships that they have been able to harness and develop over many years. However, things might not remain the same as the wealth management…
  • Webinar Deck
    Feb. 19, 2018

    Many of us want to put 2017 quickly behind us – but let’s not move forward too hastily. For the global services industry, the year brought positive changes that are worth reviewing. Most interestingly, as an…
  • Blog
    Feb. 09, 2018

    Unique, bold, unprecedented…those are just some of the words that describe Amazon’s announcement to establish a second headquarters in North America, with an end-state over the course of 10-15 years of 50,000 employees with an average…
  • In the News
    Jan. 25, 2018

    Amazon’s HQ2 bidding process has advanced to a shortlist of 20 locations. That narrowing field has some questioning how feasible creating a 50,000-person office from scratch will be for smaller contenders not known for their tech base. “When this first came out,…
  • Provider Compendium
    Dec. 27, 2017

    The capital markets BPO service provider profile compendium provides accurate, comprehensive, and fact-based snapshots of 16 service providers in the market. Each service provider profile captures a comprehensive picture of that provider’s service suite, scale of…
  • Webinar
    Dec. 14, 2017

    Thursday,  December 14, 2017 | 11:00 a.m.  - 12:30 p.m. ET Register for the Virtual Roundtable Robotic Process Automation (RPA) offers great potential for efficiency and yet many organizations fail to move beyond a simple Proof…
  • Thematic Report
    Dec. 01, 2017

    We recently had an opportunity to catch up with Gautam Thakkar, CEO of SE2. Gautam has an interesting collection of experiences that provide insights on leveraging outsourcing to achieve differentiated value. He started his career as…
  • Blog
    Nov. 20, 2017

    In early November, Amazon announced that it will expand its presence in Vancouver from 1,000 jobs to 2,000 jobs by 2020. Although this did not receive nearly the same attention as Amazon’s request for proposals for…
  • In the News
    Nov. 09, 2017

    Reskilling employees rather than external hiring is a priority for organizations as new technology, especially artificial intelligence (AI), now demands new skills in information-technology and business-process management (IT-BPM) services. This view is backed by research from Everest Group,…

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