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Thematic Report May 19, 2026
Buyers’ Guide | Enterprise Customer Relationship Management (CRM) Platforms
As customer relationships become increasingly data-driven, CRM platforms are evolving beyond contact, account, and pipeline management into enterprise operating layers that connect sales, marketing, service, customer data, analytics, and automation. This shift has made CRM selection… -
Provider Compendium Jan. 29, 2026
Intelligent Process Automation Platform (IPAP) and Full Suite IPAP – Technology Provider Compendium 2026
As enterprises navigate mounting operational complexities and rising costs, they are increasingly investing in integrated automation platforms to drive efficiency and resilience. There is a clear market shift from point solutions toward intelligent process automation platforms… -
State of the Market April 09, 2026
Intelligent Process Automation Platform (IPAP) and Process Orchestration
Enterprises are increasingly moving beyond fragmented automation deployments toward unified platforms that enable enterprise-wide transformation. Intelligent Process Automation Platforms (IPAP) integrate rules-based automation, AI-driven technologies such as IDP, generative AI, and agentic AI, along with orchestration… -
Tech Provider Spotlight Dec. 19, 2025
Tech Provider Spotlight: Marketing Technology in Banking, Financial Services, and Insurance (BFSI)
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. 10, 2025
Asset and Wealth Management (AWM) Customer Experience Orchestration Products (CXOP) – Provider Compendium 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… -
State of the Market July 31, 2025
Reloaded for Resilience: Loyalty Platforms State of the Market 2025
As consumer behaviors shift and economic uncertainty intensifies, enterprises are rethinking loyalty as a strategic lever for sustained customer engagement. This report provides a comprehensive overview of the global loyalty platform landscape, examining how platform providers… -
Thematic Report Nov. 03, 2025
Into the Order Management System (OMS) Verse: Market Outlook, Trends, Challenges, and Provider Landscape
Enterprises are increasingly turning to Order Management System (OMS) platforms to manage rising omnichannel commerce complexities. This report explores how modern OMS solutions have evolved from transactional tools into strategic orchestration engines, enabling enterprises to handle… -
Innovation Watch June 25, 2026
Innovation Watch: Revenue Orchestration Platforms
Revenue orchestration is becoming a critical capability as enterprises move from function-led Go-to-Market (GTM) execution to more integrated revenue operating models. Growth teams are under pressure to improve predictability, reduce revenue leakage, and respond to increasingly… -
PEAK Matrix® Nov. 28, 2025
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… -
Voice of the Customer April 13, 2026
Voice of the Customer (VoC): Banking Customer Experience Orchestration Products (CXOPs)
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® July 09, 2026
Process Mining Products PEAK Matrix® Assessment 2026
Process mining software analyzes process-related information, primarily event logs from Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) systems to a fact-based approach for discovering, monitoring, and optimizing existing processes across industries and process areas.… -
PEAK Matrix® Nov. 08, 2025
Intelligent Process Automation Platform (IPAP) and FS IPAP PEAK Matrix® Assessment 2025
Amid rising costs, limited resources, and growing process complexities, enterprises are under pressure to drive greater efficiency while advancing their digital transformation agendas. Traditional siloed automation approaches no longer meet the need for scale, adaptability, and… -
PEAK Matrix® Aug. 25, 2025
Loyalty Platforms PEAK Matrix® Assessment 2025
Loyalty platforms are significantly transforming as enterprises move beyond transactional rewards to more engagement-led, experience-centric, and data-driven loyalty strategies. Modern loyalty needs span across B2C and B2B use cases, demanding flexible configurations, cross-channel orchestration, and real-time… -
PEAK Matrix® April 07, 2025
Customer Data Platform (CDP) Products PEAK Matrix® Assessment 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
Customer Data Platform (CDP) – Provider Compendium 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
Customer Data Platform (CDP) Products PEAK Matrix® Assessment 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
Customer Data Platform (CDP) Products – Provider Compendium 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,…
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