• 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 Alternative assets Artificial intelligence (AI) Asset management Australia/New Zealand BPaaS Central & Eastern Europe Central America & Caribbean Cloud computing Customer experience management (CXM) Data engineering Databases Digital experience platforms East Asia Enterprise applications MarTech Middle East North America Process intelligence Procurement Provider portfolio Wealth management Western Europe

    No results found

    Companies & Technologies

    3i Infotech Ltd. 3Pillar Global 6sense Abbott Laboratories ABBYY Accenture Acquia ActionIQ Acuity Analytics Adastra Adform Adobe Adviad Airbase Akabot Alexander Thamm Alimama (Alibaba Group) Amazon Business Amazon DSP Amazon Quantum Ledger Database Amazon Web Services (AWS) Amperity Anthropic Apexon Appian Apromore Aquanima ARIS Ashling Partners Aspire Systems AstraZeneca AT&T Atos AuraQuantic Automation Anywhere AutomationEdge Avaamo Avaloq Aviso AI Azure service providers b.telligent Backbase Backstory Basis Basware Birlasoft Bloomreach BlueConic Brillio Broadridge BT Global Services Capgemini Capita Celonis CenturyLink CGI Chain IQ CHETU Ciklum Cisco CleverTap Cloud4C CloudBolt CloudCheckr Cloudreach CM.com Coforge Cognitive Cognizant Computacenter Concentrix Conduent Corbus Corcentric CoreStack Coupa Creatio Criteo Commerce Max CSS Corp Customer 360 Cyclone Robotics Cyient DataArt Databricks Datamatics Decisions Deloitte Demandbase DemandScience DMI Dragon Sourcing DXC Technology eClerx EdgeVerve Ek Procurement Group Ekimetrics Eli Lilly & Co Emids Envestnet EPAM EPG epiplex.ai Epsilon Everflow Eviden EvoluteIQ Exela Technologies EXL EY Finastra FirstHive Firstsource FIS Fiserv FNZ Fujitsu FUTUROOT Gainsight  GAVS Technologies Genpact GEP GFT GlaxoSmithKline GlobalLogic Gong  Google Google cloud Next Google Cloud Platform (GCP) Google Data & Analytics Google DV360 Happiest Minds Harman DTS HCLSoftware HCLTech Hexaware HGS Hitachi Digital Services HSO Hubspot HyperGrid HyperScience IBM iGrafx Infinite Computer Solutions Infogain Infomotion Infosys Infosys Finacle Innova Solutions Intellect Design Arena inverbis InvestCloud IQVIA Ivalua Jade Global Jaggaer Jampp JMAN Group Johnson & Johnson Keyrus Kissflow KnowledgeLake Kore.ai KPMG Kyndryl KYP.ai Laiye Lana Labs LatentView Analytics Lemnisk Lenovo Liferay Lingaro LogicSource Logpickr LTI LTM Lumen Technologies Lytics Medidata Solutions Meiro Merck & Co Microland Micropole Microsoft Microsoft Azure Microsoft Dynamics Mimica Mindtree mindzie Minit Moloco Morpheus Data Movate mParticle Mphasis mpmX myInvenio N-iX Neutrinos Nexdigm Nexxen NICE Nintex Nividous Novartis NTT DATA NVIDIA OneReach.ai OpenAI OpsRamp Optimove Optimus Hive Optum Oracle Orange Business Services Orion Innovation Outreach AI PAFnow Pega Pegasystems Persistent Systems Pfizer process.science Processifier ProcureAbility Proxverse Puzzle Data PwC QAD qBotica QPR Software Quantiphi R Systems Rackspace Technology Rackware Raindrop Randstad Digital RedPoint Global Revenue AI Revenue Grid  Revenue.io  Roboyo Roche SAIO Salesforce SAP SAP Ariba SAP Signavio SBI Group Scalr SDG Group SEI ServiceNow Simpli.fi Sitecore Skan AI SLK, an Altimetrik company SoftCo Softtek Software AG Softwire Sonata Software Sopra Steria Soroco Sprinklr SS&C Blue Prism StackAdapt STARTEK Stefanini StereoLOGIC Straive SugarCRM Sutherland Global Services Synertrade Syntel Synvert T-Systems TCS Tealium Tech Mahindra TELUS International TEMENOS Terret.ai  The Trade Desk Tiger Analytics TO THE NEW Totango  Treasure Data Tungsten Automation Twilio Segment UiPath Uniphore Unisys UnitedLayer UpFlux UST UST Global Valcon Velocity Procurement Verizon Verve Viant Technology Virtusa Visionet VVDN Technologies Wipro WNS WNS Procurement WorkFusion Writer Business Services XBP Global Xceedance Xebia Yahoo DSP Zensar Zeta Global Zip Zoho Creator ZoomInfo 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) Alternative assets (1) Artificial intelligence (AI) (1) Asset management (2) Australia/New Zealand (1) BPaaS (1) Central & Eastern Europe (2) Central America & Caribbean (1) Cloud computing (0) Customer experience management (CXM) (1) Data engineering (0) Databases (0) Digital experience platforms (1) East Asia (1) Enterprise applications (1) MarTech (0) Middle East (2) North America (2) Process intelligence (1) Procurement (0) Provider portfolio (1) Wealth management (1) Western Europe (1)

    No results found

    Cloud computing (0) Data engineering (0) Databases (0) MarTech (0) Process intelligence (1) Procurement (0)

    Companies & Technologies

    3i Infotech Ltd. (1) 3Pillar Global (2) 6sense (1) Abbott Laboratories (9) ABBYY (20) Accenture (83) Acquia (1) ActionIQ (3) Acuity Analytics (1) Adastra (1) Adform (1) Adobe (15) Adviad (1) Airbase (2) Akabot (3) Alexander Thamm (1) Alimama (Alibaba Group) (1) Amazon Business (1) Amazon DSP (1) Amazon Quantum Ledger Database (1) Amazon Web Services (AWS) (18) Amperity (4) Anthropic (1) Apexon (2) Appian (18) Apromore (14) Aquanima (23) ARIS (3) Ashling Partners (2) Aspire Systems (12) AstraZeneca (1) AT&T (1) Atos (40) AuraQuantic (3) Automation Anywhere (9) AutomationEdge (3) Avaamo (1) Avaloq (1) Aviso AI (1) Azure service providers (1) b.telligent (1) Backbase (1) Backstory (1) Basis (1) Basware (1) Birlasoft (10) Bloomreach (4) BlueConic (1) Brillio (11) Broadridge (1) BT Global Services (1) Capgemini (81) Capita (1) Celonis (23) CenturyLink (1) CGI (14) Chain IQ (3) CHETU (2) Ciklum (1) Cisco (2) CleverTap (1) Cloud4C (3) CloudBolt (1) CloudCheckr (1) Cloudreach (4) CM.com (1) Coforge (18) Cognitive (1) Cognizant (79) Computacenter (5) Concentrix (4) Conduent (7) Corbus (3) Corcentric (2) CoreStack (1) Coupa (1) Creatio (2) Criteo Commerce Max (1) CSS Corp (7) Customer 360 (1) Cyclone Robotics (4) Cyient (1) DataArt (3) Databricks (1) Datamatics (19) Decisions (4) Deloitte (33) Demandbase (1) DemandScience (1) DMI (6) Dragon Sourcing (3) DXC Technology (56) eClerx (5) EdgeVerve (12) Ek Procurement Group (1) Ekimetrics (1) Eli Lilly & Co (1) Emids (4) Envestnet (1) EPAM (22) EPG (1) epiplex.ai (1) Epsilon (1) Everflow (6) Eviden (2) EvoluteIQ (3) Exela Technologies (15) EXL (25) EY (10) Finastra (2) FirstHive (1) Firstsource (3) FIS (2) Fiserv (2) FNZ (1) Fujitsu (18) FUTUROOT (3) Gainsight  (1) GAVS Technologies (7) Genpact (54) GEP (28) GFT (14) GlaxoSmithKline (1) GlobalLogic (1) Gong  (1) Google (2) Google cloud Next (4) Google Cloud Platform (GCP) (11) Google Data & Analytics (1) Google DV360 (1) Happiest Minds (15) Harman DTS (1) HCLSoftware (1) HCLTech (28) Hexaware (7) HGS (3) Hitachi Digital Services (2) HSO (2) Hubspot (2) HyperGrid (1) HyperScience (1) IBM (102) iGrafx (3) Infinite Computer Solutions (2) Infogain (7) Infomotion (1) Infosys (87) Infosys Finacle (1) Innova Solutions (2) Intellect Design Arena (1) inverbis (3) InvestCloud (1) IQVIA (1) Ivalua (2) Jade Global (2) Jaggaer (2) Jampp (1) JMAN Group (1) Johnson & Johnson (1) Keyrus (1) Kissflow (1) KnowledgeLake (3) Kore.ai (1) KPMG (9) Kyndryl (4) KYP.ai (1) Laiye (3) Lana Labs (6) LatentView Analytics (1) Lemnisk (1) Lenovo (2) Liferay (1) Lingaro (1) LogicSource (3) Logpickr (6) LTI (31) LTM (4) Lumen Technologies (2) Lytics (1) Medidata Solutions (1) Meiro (1) Merck & Co (1) Microland (17) Micropole (1) Microsoft (13) Microsoft Azure (11) Microsoft Dynamics (1) Mimica (1) Mindtree (14) mindzie (3) Minit (6) Moloco (1) Morpheus Data (1) Movate (2) mParticle (1) Mphasis (48) mpmX (3) myInvenio (7) N-iX (2) Neutrinos (3) Nexdigm (3) Nexxen (1) NICE (8) Nintex (10) Nividous (3) Novartis (1) NTT DATA (53) NVIDIA (1) OneReach.ai (1) OpenAI (2) OpsRamp (1) Optimove (1) Optimus Hive (1) Optum (4) Oracle (14) Orange Business Services (8) Orion Innovation (3) Outreach AI (1) PAFnow (4) Pega (12) Pegasystems (2) Persistent Systems (21) Pfizer (1) process.science (3) Processifier (3) ProcureAbility (3) Proxverse (3) Puzzle Data (2) PwC (12) QAD (3) qBotica (3) QPR Software (12) Quantiphi (1) R Systems (1) Rackspace Technology (4) Rackware (1) Raindrop (2) Randstad Digital (1) RedPoint Global (1) Revenue AI (1) Revenue Grid  (1) Revenue.io  (1) Roboyo (2) Roche (1) SAIO (3) Salesforce (20) SAP (15) SAP Ariba (2) SAP Signavio (3) SBI Group (1) Scalr (1) SDG Group (1) SEI (1) ServiceNow (7) Simpli.fi (1) Sitecore (5) Skan AI (1) SLK, an Altimetrik company (1) SoftCo (2) Softtek (3) Software AG (10) Softwire (1) Sonata Software (13) Sopra Steria (7) Soroco (1) Sprinklr (1) SS&C Blue Prism (5) StackAdapt (1) STARTEK (1) Stefanini (17) StereoLOGIC (1) Straive (1) SugarCRM (1) Sutherland Global Services (7) Synertrade (2) Syntel (4) Synvert (1) T-Systems (7) TCS (92) Tealium (1) Tech Mahindra (71) TELUS International (2) TEMENOS (5) Terret.ai  (1) The Trade Desk (1) Tiger Analytics (1) TO THE NEW (2) Totango  (1) Treasure Data (1) Tungsten Automation (4) Twilio Segment (1) UiPath (25) Uniphore (1) Unisys (18) UnitedLayer (2) UpFlux (3) UST (40) UST Global (1) Valcon (1) Velocity Procurement (1) Verizon (1) Verve (1) Viant Technology (1) Virtusa (47) Visionet (2) VVDN Technologies (3) Wipro (83) WNS (30) WNS Procurement (1) WorkFusion (1) Writer Business Services (2) XBP Global (4) Xceedance (2) Xebia (4) Yahoo DSP (1) Zensar (23) Zeta Global (2) Zip (2) Zoho Creator (1) ZoomInfo (1) Zycus (1)

    No results found

    Broadridge (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
    Broadridge Procurement Process intelligence Cloud computing MarTech Databases Data engineering
    • 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.