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Showing 23 results
  • Voice of the Customer
    April 28, 2026

    Customer experience has emerged as a strategic priority in Asset and Wealth Management (AWM), driven by rising expectations for transparency, personalized engagement, and seamless digital interactions across client and advisor journeys. Firms are increasingly investing in…
  • Voice of the Customer
    April 13, 2026

    Customer Experience (CX) has become a central digital transformation pillar in banking, driven by rising customer expectations, competitive pressures from digital-native players, and increasing regulatory scrutiny. Banks are investing in CX Orchestration Platforms (CXOPs) to deliver…
  • Provider Compendium
    Dec. 30, 2025

    Enterprises are repositioning quality from a downstream testing activity to a strategic engineering capability embedded across the software development life cycle. As digital, cloud, and AI initiatives scale, expectations are moving beyond defect identification toward resilience,…
  • Viewpoint
    Dec. 16, 2025

    Accelerated digitalization, evolving regulations, and shifting customer expectations are challenging legacy Banking and Financial Services (BFS) systems and reshaping how institutions operate and deliver value. This Viewpoint, drawing on insights from Everest Group’s participation at Sibos…
  • Provider Compendium
    Dec. 10, 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…
  • Viewpoint
    Dec. 05, 2025

    The Banking and Financial Services (BFS) industry is entering a new AI adoption phase. While enterprises have achieved success with generative AI pilots and rule-based automation, most efforts remain confined to narrow use cases such as…
  • PEAK Matrix®
    Nov. 28, 2025

    This PEAK Matrix® Assessment by Everest Group evaluates leading Customer Experience Orchestration Product (CXOP) providers in the Asset and Wealth Management (AWM) industry. As the industry undergoes accelerated digital transformation driven by client expectations for hyper-personalized…
  • PEAK Matrix®
    Nov. 13, 2025

    Enterprises are elevating quality from a downstream test phase to a strategic engineering discipline woven through the software development life cycle. As digital, cloud, and AI programs scale, expectations shift from defect detection to resilience, velocity,…
  • Viewpoint
    Nov. 10, 2025

    As enterprises accelerate digital transformation and embrace next-generation technologies such as AI, generative AI, and cloud-native platforms, managing quality at scale has become increasingly complex. Traditional tool-centric quality approaches fall short in addressing fragmented processes, inconsistent…
  • PEAK Matrix®
    Oct. 29, 2025

    Enterprises are reimagining quality as a strategic engineering function rather than a downstream testing activity. As a result, demand for specialized Quality Engineering (QE) services is growing rapidly across industries. This analysis shows how the specialists…
  • Viewpoint
    Sep. 30, 2025

    Investment banking enterprises face mounting pressure from volatile macroeconomic conditions, fee compression, disintermediation through special purpose acquisition companies and direct listings, and increasingly complex regulatory mandates such as Basel III/IV, MiFID II, and Dodd-Frank. Traditional human-led…
  • 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…
  • 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…
  • Thematic Report
    Aug. 11, 2025

    The back office in wealth management is rapidly transforming as firms look to optimize post-trade, accounting, servicing, and billing functions. Once seen as a cost center, the back office is now central to operational resilience, audit…
  • Thematic Report
    July 31, 2025

    The middle office in wealth management is increasingly becoming a strategic focus area as firms modernize their portfolio oversight, product innovation, risk controls, and research processes. While front office transformation has taken precedence in recent years,…
  • Thematic Report
    July 18, 2025

    The front office in wealth management enterprises is transforming fundamentally as firms respond to rising investor expectations, increasing regulatory complexity, and the growing demand for scalable personalization. As traditional Customer Relationship Management (CRM) and advisory models…
  • Tech Launch Perspective
    June 25, 2025

    FIS has introduced the Quantum Cloud Edition of its Treasury and Risk Manager platform, targeting the next phase of digital transformation in treasury operations. Designed as a cloud-native, API-first solution, the platform aims to help enterprises…
  • Thematic Report
    June 06, 2025

    The convergence of AI, cloud, embedded finance, and evolving regulatory demands is significantly transforming the lending landscape. As traditional lending approaches face mounting pressure from digital-first players and rising borrower expectations, financial institutions are reimagining their…
  • Viewpoint
    Dec. 06, 2024

    The Indian Banking, Financial Services, and Insurance (BFSI) sector is rapidly evolving, driven by innovation and regulatory compliance. This viewpoint examines key technology trends reshaping the industry, including AI, cloud computing, blockchain, and automation, which are…
  • Webinar Deck
    Nov. 23, 2023

    Following a muted 2023, business leaders in the Asia-Pacific (APAC) region are cautiously optimistic about 2024. Within the current APAC sourcing market, as buyers prepare for the coming year, they are actively leveraging inventive commercial models,…

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