• Thematic Report
    May 19, 2026

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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 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

    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 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

    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,…