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  • Tech Launch Perspective
    Sep. 22, 2025

    Alternative asset managers are increasingly under pressure to modernize operations, address transparency gaps, and adopt AI to support complex investment workflows. Allvue Systems’ latest product announcements respond to these needs with the introduction of its Agentic…
  • State of the Market
    Sep. 18, 2025

    Capital markets enterprises are accelerating transformation agendas to respond to rising regulatory complexities, cost pressures, and growing investor demands across wealth, pensions, and alternative assets. The shift to outsourced operating models is gaining momentum, especially in…
  • Tech Launch Perspective
    Sep. 17, 2025

    In July 2025, Compass UOL, a subsidiary of The AI Revolution Company, announced a suite of agentic AI tools for banking and financial services, now listed in AWS Marketplace under its newly introduced AI agents and…
  • Viewpoint
    Sep. 17, 2025

    Wealth management enterprises are under increasing pressure to deliver hyper-personalized, real-time experiences to clients, while maintaining compliance and operational efficiency. Traditional enterprise systems, which rely on static data, rigid workflows, and reactive engagement models, are no…
  • Discovery
    Sep. 15, 2025

    Discoveries focus on specific science and technology innovations that address today’s critical business issues and challenges. These brief yet detailed profiles highlight innovations across the world's leading companies, start-ups, universities, institutes, and the entire R&D ecosystem…
  • Thematic Report
    Sep. 12, 2025

    Agentic AI signals a structural step-change for insurers: from task-level automation and copilots to autonomous, multi-step systems that set goals, orchestrate workflows, and adapt in real time. Building on modern data platforms, ML, and gen AI,…
  • PEAK Matrix®
    Sep. 10, 2025

    The Property and Casualty (P&C) insurance industry is undergoing rapid transformation, driven by volatile market conditions, cost pressures, and increasing operational complexity. As insurers strive for profitable growth and agility, they are reconfiguring core operations and…
  • Tech Launch Perspective
    Sep. 08, 2025

    FNZ’s Advisor AI represents an important step in embedding generative AI into wealth management. The launch focuses on improving advisor productivity and enabling personalized client engagement. As part of FNZ’s broader AI strategy with Microsoft, Advisor…
  • Tech Launch Perspective
    Sep. 04, 2025

    Jack Henry’s Tap2Local™ product launch arrives at a time when financial institutions are under pressure to modernize digital payment infrastructure to compete with FinTechs and support evolving SMB needs. This review explores the product’s positioning within…
  • Thematic Report
    Sep. 04, 2025

    The global specialty insurance market is entering a phase of sustained structural growth, driven by rising risk complexity, climate volatility, and the need for tailored coverage solutions. As of 2025, the market is valued at US$273…
  • Tech Launch Perspective
    Sep. 03, 2025

    Nasdaq Verafin’s Agentic AI Workforce, launched in July 2025, is designed to support compliance automation by embedding autonomous AI agents into Anti-money Laundering (AML) operations. The digital workers use typology-based risk models and generative AI co-pilots…
  • Discovery
    Sep. 03, 2025

    Discoveries focus on specific science and technology innovations that address today’s critical business issues and challenges. These brief yet detailed profiles highlight innovations across the world's leading companies, start-ups, universities, institutes, and the entire R&D ecosystem…
  • Provider Compendium
    Aug. 28, 2025

    The Property and Casualty (P&C) insurance industry stands at a key juncture due to volatile market forces and rising customer expectations. Heightened competition, increasing catastrophic event frequency, and an urgency to drive digital-first interactions fuel transformation…
  • Discovery
    Aug. 28, 2025

    Discoveries focus on specific science and technology innovations that address today’s critical business issues and challenges. These brief yet detailed profiles highlight innovations across the world's leading companies, start-ups, universities, institutes, and the entire R&D ecosystem…
  • LinkedIn Live
    Aug. 21, 2025

    The BFS technology provider landscape has been evolving rapidly. As financial institutions pursued modernization across core banking, lending, wealth management, and customer experience, they faced a growing array of solutions—and an equally complex set of strategic…
  • Event
    Aug. 20, 2025

    Join Ronak Doshi, Partner at Everest Group, as he moderates the webinar Reimagining Retirement: How AI is Transforming the US Retirement Industry, where industry experts will explore how AI is tackling compliance, personalization, and operational challenges…
  • Aug. 19, 2025

    In this discussion, Everest Group experts explore the evolving role of agentic AI in financial services, from insurance to banking, capital markets, and financial crime compliance. Learn how technology providers are innovating with AI-powered agents to…
  • Tech Launch Perspective
    Aug. 13, 2025

    AWS is establishing a strong agentic AI foundation with new capabilities designed to help enterprises build, deploy, and manage AI agents. This report examines how AWS’ announcements at AWS Summit New York 2025 align with enterprise…
  • Aug. 12, 2025

    Front Office View the full report
  • Aug. 12, 2025

    Wealthtech

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