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  • PEAK Matrix®
    Oct. 17, 2024

    The wealth management industry is significantly transforming to meet the complex needs of a diverse client base. By leveraging AI, wealth management firms are enhancing advice accuracy and timeliness through predictive analytics and conversational AI, enabling…
  • Provider Compendium
    Dec. 05, 2024

    The wealth management industry is evolving to meet emerging trends and client demands. To manage costs and boost revenue, firms are introducing new products, expanding into new regions, and enhancing advisor platforms to improve productivity and…
  • Thematic Report
    Sep. 02, 2025

    The global AI chip market is expanding rapidly. As AI workloads become more complex and large scale, enterprises are demanding higher performance, lower latency, and integration capabilities that go beyond traditional compute approaches. Chip-level decisions are…
  • 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…
  • 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,…
  • PEAK Matrix®
    April 07, 2025

    As businesses adapt to an increasingly complex data ecosystem, Customer Data Platforms (CDPs) continue to expand beyond simple data aggregation. Stricter data privacy regulations, third-party cookies’ decline, and the growing demand for personalized customer experiences are…
  • Provider Compendium
    June 27, 2025

    Businesses navigating an increasingly complex data ecosystem are rapidly transforming the Customer Data Platform (CDP) landscape. With the acceleration of first-party data strategies, prompted by evolving privacy regulations and the reduced reliance on third-party cookies, organizations…
  • PEAK Matrix®
    May 23, 2023

    Government regulations regarding privacy, the impending demise of third-party cookies, and the increasing demand for personalized experiences have propelled the widespread adoption of Customer Data Platforms (CDPs). Enterprises, recognizing the inherent value in their organizational data,…
  • Provider Compendium
    July 14, 2023

    Government regulations regarding privacy, the impending demise of third-party cookies, and the increasing demand for personalized experiences have propelled the widespread adoption of Customer Data Platforms (CDPs). Enterprises, recognizing the inherent value in their organizational data,…
  • Provider Compendium
    July 11, 2022

    The data management landscape is evolving at a rapid pace, with stringent privacy laws across the globe and the imminent cookieless world, pressing marketers to devise sustainable data-driven strategies. At the same time, customers expect marketers…