Participate in the Banking, Financial Services, and Insurance (BFSI) Products PEAK Matrix® Assessment 2025

Overview

Customer expectations in BFSI are being redefined by real-time, hyper-personalized, and compliant experiences. Whether it’s through frictionless onboarding in banking, advisor collaboration in wealth management, dynamic claims servicing in insurance, or precision-targeted campaigns through Marketing Technology (MarTech) products – enterprises are relying on modern platforms to orchestrate experiences that are contextual, data-driven, and scalable.

To support buyers in navigating this rapidly evolving space, Everest Group is launching the BFSI Products PEAK Matrix® Assessments 2025, covering four distinct product categories:

  • Banking Customer Experience Orchestration Products (CXOP)
  • Asset and Wealth Management (AWM) Customer Experience Orchestration Products (CXOP)
  • Insurance Customer Experience Orchestration Products (CXOP)
  • BFSI Marketing Technology (MarTech) Products

This assessment will benchmark leading technology providers on their market impact, vision, and product capabilities, helping enterprises identify the right-fit platforms across key BFSI use cases.

Why Participate?
  • Gain industry recognition through Everest Group’s renowned PEAK Matrix® evaluation
  • Benchmark your capabilities across key dimensions such as market impact, innovation, and functionality
  • Get featured in detailed provider compendiums used by global BFSI enterprises
  • Opportunity to showcase strengths to key decision-makers in the BFSI space
Download the Scoping Document

What is a PEAK Matrix® Assessment?

PEAK Matrix® assessments are Everest Group’s service to our enterprise clients. We aim to include the most relevant players to help our clients make informed sourcing decisions based on the true and complete picture of the supplier space.

Vendors leverage these assessments to market their capabilities to enterprises and their clients. In addition to being a marketing tool, participants featured on the specialized PEAK Matrix® assessment receive enhanced visibility and are viewed with trust in the marketplace.

Our PEAK Matrix® assessments provide the analysis and insights enterprises need to make critical selection decisions about global top tech and tech services providers, top locations, best-in-class products, and best-in-class solutions. Leading enterprises around the globe trust these comparative assessments because of their unbiased evaluation of factors such as vision, capabilities/functionality, talent availability, market success/impact, and cost.

Likewise, providers of these services, products, and solutions, look to the PEAK Matrix to gauge and calibrate their offerings against their peers.

Interested in learning more? Connect with us today.

Participate in qualification exercise of our PEAK Matrix® Assessment

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