Provider Compendium

Asset and Wealth Management (AWM) Customer Experience Orchestration Products (CXOP) – Provider Compendium 2025

Evolving investor demands, product innovation, and heightened compliance expectations are rapidly modernizing the AWM industry. Customer Experience Orchestration Products (CXOPs) have become foundational to these transformation agendas, enabling firms to deliver personalized, consistent, and data-driven experiences across digital and human channels. This report compiles eight CXOP AWM providers’ detailed profiles, offering insights into their strategic investments, product capabilities, partner ecosystems, and client footprints.

The profiles reflect how providers are integrating AI, automation, journey analytics, and real-time decisioning into their platforms to orchestrate meaningful customer interactions. Everest Group’s proprietary RFI process, ongoing provider coverage, and buyer engagements inform each assessment. This compendium equips AWM enterprises with actionable intelligence to support partner selection, digital strategy alignment, and transformation planning.