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  • NEW
    Blog
    May 11, 2026

    Artificial Intelligence (AI) is entering a new phase in financial services. What began as generative assistance is now expanding into agent-driven workflow execution. Large Language Models (LLMs) are increasingly embedded as decision-support layers and workflow orchestrators across banking, capital markets, and wealth management.  Deployments at Goldman Sachs…
  • 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…
  • Blog
    March 06, 2026

    Core banking platforms are shifting from stable systems of record to real-time transaction engines expected to support regulatory responsiveness, product agility, and ecosystem connectivity. This shift is exposing the structural limits of batch-based and heavily customized legacy architectures.  Globally, banks are…
  • Blog
    Feb. 10, 2026

    Anthropic, a leading foundation model provider, recently launched a legal-focused Artificial Intelligence (AI) application, triggering a sharp sell-off across Information Technology (IT) services and enterprise software stocks.  The market’s reaction wasn’t panic. It was recognition.  Reach out to discuss this topic in depth.  What caught investors’ attention wasn’t contract drafting…
  • Blog
    Feb. 09, 2026

    Global wealth management is entering a defining phase in 2025-2026 as firms scale their businesses amid rising complexity. Despite favorable market conditions, wealth managers continue to face margin pressure, higher client expectations, and increasing operational costs.…
  • Provider Compendium
    Jan. 20, 2026

    Mid-market enterprises are navigating an increasingly complex business environment marked by economic uncertainties, disruptive competition, and rising customer expectations. As these organizations seek to remain agile and competitive, digital transformation has become a strategic priority, enabling…
  • Provider Compendium
    Jan. 16, 2026

    Enterprises worldwide are investing in digital transformation to remain competitive in an increasingly complex and fast-evolving landscape. While many past transformation efforts failed to deliver tangible results, today’s market demands consulting partners that can align digital…
  • Market Insights™
    Jan. 02, 2026

  • Market Insights™
    Jan. 02, 2026

  • Market Insights™
    Jan. 02, 2026

  • 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. 26, 2025

    Mid-market enterprises are increasingly under pressure to balance operational efficiency with innovation amid growing economic uncertainties, disruptive competition, and shifting customer expectations. To remain competitive, these organizations are accelerating their digital transformation journeys, leveraging IT outsourcing…
  • PEAK Matrix®
    Nov. 26, 2025

    Enterprises are investing heavily in digital transformation to enhance competitiveness, optimize operations, and build long-term resilience. Unlike earlier transformation efforts, today’s programs require more than technology adoption, they call for strategic alignment, measurable value, and agile…
  • 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…

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