Thematic Report

Vision 2025: A Discussion for Banking, Financial Services, and Insurance Sourcing Leaders

This Virtual Roundtable Discussion Summary is available only to Outsourcing Excellence members. For information on membership, please contact us

  Everest Group regularly organizes virtual sessions with senior executives across industries in which they share their experiences and opinions with industry peers on hot industry topics or particularly challenging issues of the day. In this virtual roundtable, Everest Group executives explored forward-thinking technology and operation priorities in BFSI, such as cost, AI adoption, and future challenges. This forum is a prime opportunity to connect with experts, ask questions, and gain valuable perspectives from peers. In this session, participants discussed how 2024 was concluding and their plans for 2025. The following topics were addressed:
  • What cost-saving targets are set for the next year?
  • How are participants factoring in AI’s benefits and costs?
  • How should investment budgets and expected challenges be planned for?

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