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Showing 38 results
  • PEAK Matrix®
    Sep. 10, 2025

    The Property and Casualty (P&C) insurance industry is undergoing rapid transformation, driven by volatile market conditions, cost pressures, and increasing operational complexity. As insurers strive for profitable growth and agility, they are reconfiguring core operations and…
  • PEAK Matrix®
    Sep. 19, 2025

    Enterprises are leveraging Employer of Record (EoR) solutions to enhance their agility, adaptability, and resilience in hiring workers globally. The shift toward remote work, combined with labor laws’ growing complexities across various regions, has accelerated the…
  • 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…
  • 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…
  • PEAK Matrix®
    Nov. 14, 2024

    The financial landscape is shifting due to aggressive rate hikes and intensified competition from FinTechs. In response, the consumer loan origination systems industry is prioritizing innovation to maintain bank profitability and adapt to changing consumer demands.…
  • Tech Provider Spotlight
    Dec. 19, 2025

    Banking, Financial Services, and Insurance (BFSI) enterprises are fundamentally transforming customer engagement, driven by rising expectations for personalized, timely, and compliant communication. Traditional marketing environments – limited by fragmented data, manual content workflows, and siloed tools…
  • Provider Compendium
    Dec. 27, 2024

    Banks worldwide are raising interest rates to combat inflation, shifting away from the low-rate environment of the past decade. This change has reduced loan demand and strained profitability while intensifying competition with FinTechs, changing consumer expectations,…
  • 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…
  • Technology Application Deep Dive
    April 23, 2026

    Digital Therapeutics (DTx) represent a rapidly evolving class of evidence-based interventions that leverage software as a medical device to prevent, manage, or treat medical conditions through behavioral modification, personalized feedback, and continuous data-driven support. Unlike general…
  • 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®
    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…
  • 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…
  • PEAK Matrix®
    Nov. 13, 2025

    As cloud costs grow more dynamic and AI use proliferates, FinOps is evolving from cost reporting to a broader operating model that blends granular cost/usage analytics with governance and policy management, AI-powered automation, sustainability/carbon tracking, and…
  • 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…
  • PEAK Matrix®
    Nov. 28, 2025

    To stay competitive amid shifting consumer behavior and regulatory pressures, banks are investing in intelligent platforms that can orchestrate consistent, hyper-personalized experiences across the customer life cycle. Customer Experience Orchestration Products (CXOPs) are emerging as strategic…
  • Provider Compendium
    Dec. 05, 2025

    Banks are rapidly modernizing customer engagement as expectations shift toward seamless, hyper-personalized, and contextually relevant experiences. Customer Experience Orchestration Products (CXOPs) are essentially enabling institutions to unify fragmented data, streamline decisioning, and support omnichannel interactions across…
  • Tech Provider Spotlight
    June 02, 2026

    The digital advertising ecosystem is significantly transforming as traditional demand-side platforms evolve into omnichannel advertising platforms. What began as automated tools to buy display advertising has expanded into sophisticated platforms that support audience engagement across connected…
  • PEAK Matrix®
    April 10, 2026

    Organizations across industries are expanding their use of freelancers and independent contractors to access specialized expertise, support digital initiatives, and respond more quickly to changing business demand. As external talent programs mature, enterprises require more structured…

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