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  • Thematic Report
    Oct. 27, 2022

    ESG, or Environmental, Social, and Governance, is no longer a mere buzz word in the Banking and Financial Services (BFS) sector. Regulators, both at national and international levels, are constantly attempting to widen the scope of…
  • Provider Compendium
    Oct. 07, 2022

    Financial Crime and Compliance (FCC) Operations Provider Compendium provides accurate, comprehensive, and fact-based snapshots of 27 FCC operations service providers, including their scale of operations, technology solutions, and delivery locations, along with Everest Group’s PEAK Matrix®…
  • July 26, 2022

    While nearly all industries are dealing with a talent dearth, the mortgage industry is faced with unprecedented layoffs. Rising interest rates, high housing prices, and a shortage of listings have cooled mortgage and refinance activity from…
  • State of the Market
    Nov. 02, 2021

    The mortgage operations landscape is becoming increasingly competitive as enterprises continue to look for solutions to improve their capabilities, expand their footprint, and gain market share. Some of the factors shaping the mortgage industry landscape include…
  • Provider Compendium
    Sep. 30, 2021

    Capital Markets – Service Provider Compendium provides accurate, comprehensive, and fact-based snapshots of 24 service providers, including their scale of operations, technology solutions, risk management & regulatory reporting, and delivery locations, along with Everest Group’s PEAK…
  • Viewpoint
    Sep. 08, 2021

    The debt collections space has remained unchanged for ages, with the call-and-collect method working quite well for lenders until recently. However, with changing borrower demographics and borrowers becoming more digitally savvy, phone calls are increasingly providing…
  • Provider Compendium
    June 25, 2021

    Financial Crime and Compliance (FCC) Operations Service Provider Compendium provides accurate, comprehensive, and fact-based snapshots of 23 FCC operations service providers, including their scale of operations, technology solutions, and delivery locations, along with Everest Group’s PEAK…
  • PEAK Matrix®
    March 25, 2021

    The Financial Crime and Compliance (FCC) operations space is a fast-growing area within the Banking and Financial Services (BFS) industry. Banks and other financial institutions are working to meet the tightening regulatory norms and safeguard themselves…
  • Viewpoint
    Jan. 21, 2021

    The traditional mortgage lending process has been long due for transformation. Even with breakthroughs in customer service, customer experience continues to present a challenge. It is, in fact, one of the main differentiators for lenders. Several…
  • Provider Compendium
    Nov. 26, 2020

    The Mortgage Operations – Service Provider Compendium provides accurate, comprehensive, and fact-based snapshots of 19 service providers. Each profile includes scale, scope, technology solutions, risk management & regulatory reporting support, delivery locations, and Everest Group's assessment…
  • Thematic Report
    Oct. 09, 2020

    In this study, we analyse the impact of COVID-19 on the BFS industry. We also recommend BFS enterprises to look at digital, not just as a means to fix current problems, but as a strategic exercise…
  • PEAK Matrix®
    Sep. 30, 2020

    Mortgage operations are among the largest submarkets within banking operations and are becoming increasingly competitive as enterprises look for newer solutions to improve capabilities, expand footprint, and gain market share. Some of the factors shaping the…
  • Blog
    July 24, 2020

    Millennials and Gen Xers currently account for a majority of the earning population worldwide. As a result, the largest demographic cohort looking to manage wealth or create retirement income is shifting from baby boomers to these…
  • Viewpoint
    June 17, 2020

    Know Your Customer (KYC) and Anti Money Laundering (AML) processes form the backbone of financial institutions’ financial crime and compliance programs. These processes have been traditionally manual, with agents screening and monitoring activities largely on their…
  • PEAK Matrix®
    March 27, 2020

    As more and more millennials become clients of wealth managers, it becomes imperative for the latter to overhaul traditional methods of managing wealth. In this regard, they are currently building and increasing their online presence, digitally…
  • Provider Compendium
    March 19, 2020

    The Capital Markets Operations – Service Provider Compendium provides accurate, comprehensive, and fact-based snapshots of 24 capital markets operations service providers. In particular, the report allows current and potential buyers of capital markets operation services to…
  • PEAK Matrix®
    Dec. 12, 2019

    Capital markets operations landscape is becoming intensely competitive, with more and more service providers diversifying their LoB presence as well as delivery footprint. The landscape is evolving, with players enhancing their capabilities in LoB, where their…
  • Provider Compendium
    Nov. 27, 2019

    The Financial Crime and Compliance (FCC) Operations Service Provider Profile Compendium provides accurate, comprehensive, and fact-based snapshots of 21 service providers. In particular, the report compares service providers on their areas of strength and development. It…
  • Viewpoint
    Oct. 24, 2019

    Customer journey mapping has been helping enterprises enhance their customer experience for a long time now. However, it has recently started gaining momentum in the banking and financial services industry. Banks are lagging the non-banks and…
  • PEAK Matrix®
    Oct. 03, 2019

    The FCC operations space is a fast-growing area within the banking and financial services segment. Banks and other financial institutions are grappling to meet the tightening regulatory norms as well as safeguard themselves from financial crimes,…

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