• Reports
  • Our Coverage
  • Contact Us
  • Sign In
  • Sign In
  • Who We Serve
    • Enterprises
      • Global Business Services (GBS) and GCCs
      • Customer Experience (CX)
      • IT & Tech
      • R&D and Innovation
      • Sourcing & Vendor Management
    • Service Providers
      • Executive Leadership
      • Pricing & Strategic Deals
      • Marketing & Analyst Relations
      • Ecosystem & Alliances
    • Technology Providers
      • Marketing & Analyst Relations
      • Ecosystem & Alliances
      • Enterprise Platforms
      • Industry Tech
      • Function Tech
    • Industries
      • Banking & Financial Services
      • Healthcare
      • Insurance
      • Life Sciences
      • Private Equity Firms & Investors
      • Professional Services
      • Retail & CPG
      • Technology
  • How We Help
    • Our memberships, custom support, and in-depth published research equip you with the reliable information you need to make data-led decisions with measurable success.

      All Memberships
    • Memberships
      • CX Excellence
      • Forces & Foresight™
      • Global Business Services (GBS) & Global Capability Centers (GCC)
      • Outsourcing Excellence
      • Pricing Research & Metrics
      • R&D and Innovation Excellence
      • For Function Leaders
      • For Growth Leaders
    • Tools
      • EGMI
      • Price Genius™
      • Talent Genius™
      • Tashi
    • Projects
      • Location Strategy
      • Market Intelligence
      • Peer Intelligence
      • Pricing Research & Metrics
      • Provider Capabilities
      • Talent Intelligence
  • Insights
    • Our wealth of resources inspires ideas and new ways of thinking with real-world solutions and the latest trends that drive your business forward.

      All Insights
    • Featured Insights
      • AI Technology
      • Middle East Conflict
      • Sourcing Expertise
      • Sustainability
      • US Administration Policy Impact
      • Latest Insights
      • Blogs
      • In the News
  • Events
    • Discover the latest trends our analysts are covering with live and virtual events packed with practical insights.

      All Events
    • Conferences
      • Engage Dallas 2026
      • Elevate Dallas 2026
      • Engage Bengaluru 2026
      • Elevate Bengaluru 2026
      • All Conferences
      • Webinars
      • Roundtables
      • Analyst Collaborations
      • All Events
  • About Us
    • We’re committed to helping you get it right. Through trusted expertise, rigorous research, and practical insights, we enable businesses to make confident decisions.

      Become a Member
      • About Us
      • Careers
      • Leadership Team
      • Newsroom
  • Join Us
  • Reports
  • Our Coverage
  • Contact Us
  • Sign In
  • Who We Serve
    • Enterprises
      • Global Business Services (GBS) and GCCs
      • Customer Experience (CX)
      • IT & Tech
      • R&D and Innovation
      • Sourcing & Vendor Management
    • Service Providers
      • Executive Leadership
      • Pricing & Strategic Deals
      • Marketing & Analyst Relations
      • Ecosystem & Alliances
    • Technology Providers
      • Marketing & Analyst Relations
      • Ecosystem & Alliances
      • Enterprise Platforms
      • Industry Tech
      • Function Tech
    • Industries
      • Banking & Financial Services
      • Healthcare
      • Insurance
      • Life Sciences
      • Private Equity Firms & Investors
      • Professional Services
      • Retail & CPG
      • Technology
  • How We Help
    • Our memberships, custom support, and in-depth published research equip you with the reliable information you need to make data-led decisions with measurable success.

      All Memberships
    • Memberships
      • CX Excellence
      • Forces & Foresight™
      • Global Business Services (GBS) & Global Capability Centers (GCC)
      • Outsourcing Excellence
      • Pricing Research & Metrics
      • R&D and Innovation Excellence
      • For Function Leaders
      • For Growth Leaders
    • Tools
      • EGMI
      • Price Genius™
      • Talent Genius™
      • Tashi
    • Projects
      • Location Strategy
      • Market Intelligence
      • Peer Intelligence
      • Pricing Research & Metrics
      • Provider Capabilities
      • Talent Intelligence
  • Insights
    • Our wealth of resources inspires ideas and new ways of thinking with real-world solutions and the latest trends that drive your business forward.

      All Insights
    • Featured Insights
      • AI Technology
      • Middle East Conflict
      • Sourcing Expertise
      • Sustainability
      • US Administration Policy Impact
      • Latest Insights
      • Blogs
      • In the News
  • Events
    • Discover the latest trends our analysts are covering with live and virtual events packed with practical insights.

      All Events
    • Conferences
      • Engage Dallas 2026
      • Elevate Dallas 2026
      • Engage Bengaluru 2026
      • Elevate Bengaluru 2026
      • All Conferences
      • Webinars
      • Roundtables
      • Analyst Collaborations
      • All Events
  • About Us
    • We’re committed to helping you get it right. Through trusted expertise, rigorous research, and practical insights, we enable businesses to make confident decisions.

      Become a Member
      • About Us
      • Careers
      • Leadership Team
      • Newsroom
  • Join Us
    Complimentary Available for purchase
    Banking Capital Markets

    Content Type

    PEAK Matrix®

    No results found

    Topics

    Agentic AI AI infrastructure Artificial intelligence (AI) Asset management Australia/New Zealand Central & Eastern Europe Cloud computing Commercial banking Consumer/retail banking Customer experience management (CXM) Customer insights & analytics Data visualization Databases Digital experience platforms Enterprise applications Middle East North America Pricing Process intelligence ProcureTech Wealth management Western Europe

    No results found

    Companies & Technologies

    3i Infotech Ltd. 3Pillar Global Abbott Laboratories ABBYY AccelData Accenture Acuity Analytics Adobe Aetna Airbase Akabot Akiro Labs Amazon Business Amazon Quantum Ledger Database Amazon Web Services (AWS) Anomalo Anthem Anthropic Apexon Appian Apromore Archlet ARIS Ashling Partners Aspire Systems AT&T Ataccama Atos AuraQuantic Automation Anywhere AutomationEdge Avaamo Avaloq Azure service providers Backbase Basware Bigeye Birlasoft Brillio Broadcom Broadridge BT Global Services Capgemini Castor Celonis CenturyLink CGI Chain IQ Chartis CHETU Chime Workplace Cigna Ciklum Cisco Citius Tech Cloud Hyperscalers Cloud4C CloudBolt CloudCheckr Cloudreach Coforge Cognitive Cognizant Computacenter Conduent Connecting-Expertise Corbus Corcentric CoreStack Coupa CSS Corp Customer 360 Cyclone Robotics DataArt Databricks Databuck Datakitchen Datamatics Decisions Decube Deloitte Delve Health DQ Labs Dragon Sourcing DXC Technology eClerx eClinicalHealth EdgeVerve Emids Envestnet EPAM EPG epiplex.ai Everflow Eviden EvoluteIQ Exela Technologies EXL EY Fairmarkit Finastra Firstsource FIS Fiserv FNZ Fractal Analytics Fujitsu FUTUROOT Gainwell Technologies GAVS Technologies Genpact GEP GFT Globality GlobalLogic Google Google cloud Next Google Cloud Platform (GCP) Google Data & Analytics Happiest Minds Harman DTS HCLSoftware HCLTech Healthcare IT Leaders HEDIS Hexaware HGS Hitachi Digital Services HSO Humana HyperGrid HyperScience IBM iGrafx Impact Advisors Infinite Computer Solutions Infosys Infosys Finacle Innova Solutions Intellect Design Arena inverbis InvestCloud IQVIA Ivalua Jade Global Jaggaer Kaiser permanente Kissflow KnowledgeLake Kore.ai KPMG Kyndryl KYP.ai Laiye Lana Labs Lenovo Liferay LogicSource Logpickr LTI LTM Lumen Technologies Mayo Clinic Medidata Solutions Microland Microsoft Microsoft Azure Mimica Mindtree mindzie Minit Mirketa Monte Carlo Morpheus Data Movate Mphasis mpmX myInvenio N-iX Neurealm Neutrinos Nexdigm NICE Nintex Nividous Nordic Consulting NTT DATA NVIDIA ObvioHealth OneReach.ai OpenAI OpsRamp Optimum Healthcare IT Optimus Hive Optum Oracle Orange Business Services Orion Innovation Pactum PAFnow Pega Pegasystems Penrod Persistent Systems process.science Processifier Procol ProcureAbility Proxverse Puzzle Data PwC QAD qBotica QPR Software Qualdo Quantiphi R Systems Rackspace Technology Rackware Raindrop Randstad Digital Revefi RightData Roboyo S/4HANA SAIO Salesforce SAP SAP Ariba SAP Signavio Scalr Secoda SEI ServiceNow Sifflet Skan AI SLK, an Altimetrik company SODA SoftCo Softtek Software AG Sonata Software Sopra Steria Soroco SS&C Blue Prism Stefanini StereoLOGIC Sutherland Global Services Sutter Health Synertrade Synq Syntel T-Systems TCS Tech Mahindra Telm.ai TEMENOS THREAD TO THE NEW Tonkean Tungsten Automation UiPath Unisys UnitedHealth Care UnitedLayer UpFlux UST UST Global Validio Veeva Systems Verizon Virtusa Visionet VVDN Technologies Wipro WNS WorkFusion Writer Business Services XBP Global Xceedance Xebia Zendesk Zensar Zip Zycus

    No results found

    All 3 Months 6 Months 12 Months

    Membership

    ​Asset and Wealth Management​ Banking and Financial Services IT Everest Group Strategic Access | Consulting Everest Group Strategic Access | Investor Outsourcing Excellence

    No results found

    Contributors

    Ketan Kumar Kriti Gupta Ronak Doshi

    No results found

    Return to Search
    All Reports Events Blogs Videos
    All Reports Events Blogs Videos

    Filters

    Clear Filters
    Reset all filters
    Complimentary Available for purchase
    Banking (1) Capital Markets (1)

    Content Type

    PEAK Matrix® (1)

    No results found

    Topics

    Agentic AI (1) AI infrastructure (1) Artificial intelligence (AI) (2) Asset management (1) Australia/New Zealand (1) Central & Eastern Europe (1) Cloud computing (0) Commercial banking (1) Consumer/retail banking (1) Customer experience management (CXM) (2) Customer insights & analytics (1) Data visualization (0) Databases (0) Digital experience platforms (2) Enterprise applications (1) Middle East (1) North America (1) Pricing (0) Process intelligence (1) ProcureTech (0) Wealth management (1) Western Europe (1)

    No results found

    Cloud computing (0) Data visualization (0) Databases (0) Pricing (0) Process intelligence (1) ProcureTech (0)

    Companies & Technologies

    3i Infotech Ltd. (1) 3Pillar Global (2) Abbott Laboratories (10) ABBYY (20) AccelData (1) Accenture (45) Acuity Analytics (1) Adobe (4) Aetna (1) Airbase (2) Akabot (3) Akiro Labs (1) Amazon Business (1) Amazon Quantum Ledger Database (1) Amazon Web Services (AWS) (19) Anomalo (1) Anthem (1) Anthropic (2) Apexon (2) Appian (18) Apromore (14) Archlet (1) ARIS (3) Ashling Partners (2) Aspire Systems (11) AT&T (1) Ataccama (1) Atos (31) AuraQuantic (3) Automation Anywhere (9) AutomationEdge (3) Avaamo (1) Avaloq (1) Azure service providers (1) Backbase (1) Basware (1) Bigeye (1) Birlasoft (4) Brillio (7) Broadcom (1) Broadridge (1) BT Global Services (1) Capgemini (42) Castor (3) Celonis (23) CenturyLink (1) CGI (14) Chain IQ (1) Chartis (1) CHETU (2) Chime Workplace (1) Cigna (1) Ciklum (1) Cisco (2) Citius Tech (2) Cloud Hyperscalers (1) Cloud4C (3) CloudBolt (1) CloudCheckr (1) Cloudreach (4) Coforge (12) Cognitive (1) Cognizant (48) Computacenter (5) Conduent (2) Connecting-Expertise (1) Corbus (1) Corcentric (1) CoreStack (1) Coupa (1) CSS Corp (7) Customer 360 (1) Cyclone Robotics (4) DataArt (3) Databricks (1) Databuck (1) Datakitchen (1) Datamatics (9) Decisions (4) Decube (1) Deloitte (19) Delve Health (3) DQ Labs (1) Dragon Sourcing (1) DXC Technology (43) eClerx (3) eClinicalHealth (1) EdgeVerve (12) Emids (4) Envestnet (1) EPAM (16) EPG (1) epiplex.ai (1) Everflow (6) Eviden (2) EvoluteIQ (3) Exela Technologies (1) EXL (9) EY (4) Fairmarkit (1) Finastra (2) Firstsource (3) FIS (2) Fiserv (2) FNZ (1) Fractal Analytics (1) Fujitsu (18) FUTUROOT (3) Gainwell Technologies (1) GAVS Technologies (7) Genpact (19) GEP (4) GFT (14) Globality (1) GlobalLogic (1) Google (3) Google cloud Next (4) Google Cloud Platform (GCP) (10) Google Data & Analytics (2) Happiest Minds (12) Harman DTS (1) HCLSoftware (1) HCLTech (20) Healthcare IT Leaders (1) HEDIS (1) Hexaware (7) HGS (1) Hitachi Digital Services (2) HSO (2) Humana (1) HyperGrid (1) HyperScience (1) IBM (64) iGrafx (3) Impact Advisors (1) Infinite Computer Solutions (2) Infosys (46) Infosys Finacle (1) Innova Solutions (2) Intellect Design Arena (1) inverbis (3) InvestCloud (1) IQVIA (7) Ivalua (2) Jade Global (2) Jaggaer (2) Kaiser permanente (1) Kissflow (1) KnowledgeLake (3) Kore.ai (1) KPMG (1) Kyndryl (4) KYP.ai (1) Laiye (3) Lana Labs (6) Lenovo (2) Liferay (1) LogicSource (1) Logpickr (6) LTI (20) LTM (4) Lumen Technologies (2) Mayo Clinic (1) Medidata Solutions (6) Microland (17) Microsoft (11) Microsoft Azure (15) Mimica (1) Mindtree (8) mindzie (3) Minit (6) Mirketa (1) Monte Carlo (1) Morpheus Data (1) Movate (2) Mphasis (36) mpmX (3) myInvenio (7) N-iX (2) Neurealm (1) Neutrinos (3) Nexdigm (1) NICE (8) Nintex (10) Nividous (3) Nordic Consulting (1) NTT DATA (39) NVIDIA (1) ObvioHealth (2) OneReach.ai (1) OpenAI (2) OpsRamp (1) Optimum Healthcare IT (1) Optimus Hive (1) Optum (4) Oracle (11) Orange Business Services (8) Orion Innovation (3) Pactum (1) PAFnow (4) Pega (12) Pegasystems (1) Penrod (1) Persistent Systems (13) process.science (3) Processifier (3) Procol (1) ProcureAbility (1) Proxverse (3) Puzzle Data (2) PwC (5) QAD (3) qBotica (3) QPR Software (12) Qualdo (1) Quantiphi (1) R Systems (1) Rackspace Technology (4) Rackware (1) Raindrop (3) Randstad Digital (1) Revefi (1) RightData (1) Roboyo (2) S/4HANA (1) SAIO (3) Salesforce (16) SAP (10) SAP Ariba (2) SAP Signavio (3) Scalr (1) Secoda (1) SEI (1) ServiceNow (9) Sifflet (1) Skan AI (1) SLK, an Altimetrik company (1) SODA (1) SoftCo (2) Softtek (3) Software AG (10) Sonata Software (8) Sopra Steria (7) Soroco (1) SS&C Blue Prism (5) Stefanini (6) StereoLOGIC (1) Sutherland Global Services (7) Sutter Health (1) Synertrade (2) Synq (1) Syntel (4) T-Systems (5) TCS (51) Tech Mahindra (41) Telm.ai (1) TEMENOS (4) THREAD (3) TO THE NEW (2) Tonkean (1) Tungsten Automation (4) UiPath (25) Unisys (18) UnitedHealth Care (1) UnitedLayer (2) UpFlux (3) UST (29) UST Global (1) Validio (1) Veeva Systems (4) Verizon (1) Virtusa (33) Visionet (2) VVDN Technologies (3) Wipro (44) WNS (1) WorkFusion (1) Writer Business Services (2) XBP Global (3) Xceedance (2) Xebia (4) Zendesk (1) Zensar (15) Zip (3) Zycus (1)

    No results found

    Backbase (1)
    All 3 Months 6 Months 12 Months

    Membership

    ​Asset and Wealth Management​ Banking and Financial Services IT Everest Group Strategic Access | Consulting Everest Group Strategic Access | Investor Outsourcing Excellence

    No results found

    Contributors

    Ketan Kumar (1) Kriti Gupta (1) Ronak Doshi (1)

    No results found

    Showing 1 result

    Sort By

    Relevance Newest Oldest
    Backbase ProcureTech Databases Process intelligence Data visualization Cloud computing Pricing
    • PEAK Matrix®
      Nov. 28, 2025
      Ronak Doshi

      Ronak Doshi

      Partner
      Kriti Gupta

      Kriti Gupta

      Practice Director
      Ketan Kumar

      Ketan Kumar

      Senior Analyst

      Asset and Wealth Management (AWM) Customer Experience Orchestration Products (CXOP) PEAK Matrix® Assessment 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…

    No results were found matching your search request.

    Clear Filters

    Here are some steps you can take to help find what you’re looking for:

    Refine your search terms

    Make sure your keywords are spelled correctly, try using different terms, avoid abbreviations, or consider more general language. You can also visit our FAQ page for a list of advanced search techniques.

    Questions?

    Need help? Insights, support, and answers – just a question away.

    Let’s Connect

    Or visit our FAQs

    Items per page

    Make better business

    decisions

    Let's Connect

    Connect

    Sign up for Insights

    Get the latest insights, trends, and strategies delivered straight to your inbox. Join Everest Group’s newsletter to stay at the forefront of what’s next.

    "(Required)" indicates required fields

    • Info
      • About Us
      • Careers
      • Newsroom
      • Office Locations
      • RFI Agenda
    • Explore
      • Access Reports
      • Custom Decision Support
      • Memberships
      • Published Research
    • Help
      • Analyst Briefings
      • Analyst Inquiry
      • Using the Research Portal
      • Contact Us
    • Policies
      • Do Not Sell or Share My Personal Information
      • Equal Opportunity Employer
      • Event Objectivity Principles
      • Everest Group's Research Participation Terms
      • Legal
      • Manage Cookie Consent
      • Privacy Notice
      • Research Citation and Award Recognition Guidelines
      • Terms of Use
    © 2026 Everest Global, Inc.