Banking, Financial Services & Insurance (BFSI)

We cover the BFSI industry across sourcing models and geographies, providing a holistic view of industry-specific processes and technologies as well as functions common to other industries

Industry expertise in Banking, Financial Services & Insurance, Healthcare and more

Our BFSI Coverage

Our data and analysis of the BFSI industry spans all geographies and sub-segments within BFSI (e.g., lending, asset management, property & casualty, life & annuities). We analyze both the processes and technologies unique to BFSI, as well as include BFSI in all services markets which are not unique to BFSI, such as contact center, finance & accounting, human resources, applications testing and others

Download our Complimentary Abstract | Digital Effectiveness in Retail Banking | Pinnacle Model™ Assessment 2018

In this research, we analyse the customer-facing digital investments for 30 large North American retail banks. These banks have been mapped on Everest Group’s Pinnacle Model™, which is a composite index of a range of distinct metrics related to each bank’s capability maturity and the resultant business outcomes.

Everest Group's fact-based reports

Banking & Financial Services BPO Published Reports

Our fact-based and easy-to-digest reports on the Banking & Financial Services BPO markets include processes such as lending, mortgages, and asset management. Access to reports and our analysts is available as an annual subscription

 

VISIT REPORTS LIBRARY

Everest Group's fact-based reports

Banking, Financial Services and Insurance ITO Published Reports

Our BFSI ITO reports focus on the technologies specific to these industries. Our research comprehensively analyzes the key dynamics of the complex BFSI sector. Access to reports and our analysts is available as part of an annual subscription

 

VISIT REPORTS LIBRARY

Everest Group's fact-based reports

Insurance BPO Published Reports

Our fact-based and easy-to-digest reports on the Insurance BPO markets include processes such as Property & Casualty and Life & Annuities. Access to reports and our analysts is available as an annual subscription

 

 

VISIT REPORTS LIBRARY

GIC

Global In-house Centers (GICs)

The Global In-house Center (GIC) model continues to grow rapidly and is evolving in multiple ways. GICs are playing a broader role (beyond the delivery mandates) in the global sourcing models of their respective organizations, bringing more power and accountability to them

 

LEARN MORE

Selection, sustainability, portfolio balancing and more

Location Optimization

Whether you are seeking to set up a BFSI delivery center or evaluating your current service delivery footprint of centers, we provide the data and expertise to help you make an informed investment decision

 

LEARN MORE

Fact-based intelligence on peer activity

Peer Intelligence

Learning from the experiences and approaches of other organizations can help avoid costly mistakes and uncover new opportunities. Our peer intelligence capabilities help you validate and improve your strategies

 

LEARN MORE

Recent-Research Recent BFSI Reports

View all

Risk Radar Newsflash | Significant Positive Movement in Poland Regulatory Risk Profile

Polish President, Andrzej Duda, signed a bill on criminal record checks for businesses on 28 May 2018. The bill, [...]
See Report

Digital Effectiveness in Retail Banking | Focus on Banks in the UK and Europe: Identifying Digital Banking Leaders in the Open Banking Era

Technology is creating entirely new ways of serving the exist[...]
See Report

Artificial Intelligence (AI) in Insurance Moving From Pilots to Programs: Insurance IT Services Annual Report 2018

In looking to the future, insurers are rethinking their business philosophy and devel[...]
See Report

Capital Markets IT Annual Report Part 1 - Platformification Wave Disrupting Buy-Side

Evolving nature of consumer demands, complexity of regulatory landscape, sluggish growth, and the threat from next-[...]
See Report