All Reports Events Blogs Videos
Showing 19 results
  • 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…
  • 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®
    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.…
  • 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,…
  • Tech Vendor 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…
  • 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,…
  • 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. 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…
  • 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…
  • PEAK Matrix®
    June 30, 2023

    The Asset and Wealth Management (AWM) industry is seeing the democratization of finance, growing demand for personalized digital experiences, and the emergence of new products such as digital assets and ESG-compliant investments. To adapt to evolving…
  • Provider Compendium
    Aug. 09, 2023

    The Asset and Wealth Management (AWM) industry is realizing the democratization of finance, with a growing demand for personalized digital experiences and the emergence of new products such as digital assets and ESG-compliant investments. To adapt…
  • Provider Compendium
    Jan. 12, 2023

    The wealth management industry has massively changed in the past few years due to the democratization of wealth management services, generational wealth transfer, rise of unconventional asset classes, and increased demand for hyper-personalized services. High Net…
  • PEAK Matrix®
    Nov. 22, 2022

    The wealth management industry has massively changed in the past few years due to the democratization of wealth management services, generational wealth transfer, rise of unconventional asset classes, and increased demand for hyper-personalized services. Next-generation investors…
  • PEAK Matrix®
    Dec. 10, 2021

    The consumer lending industry has seen massive shifts in the past decade due to technology advances and ever-changing customer expectations. Internet and smart phone penetration has forced banks and financial institutions to shift from a traditional…
  • Provider Compendium
    Jan. 28, 2022

    The consumer lending industry has seen massive shifts in the past decade due to technology advances and ever-changing customer expectations. Internet and smart phone penetration has forced banks and financial institutions to shift from a traditional…
  • State of the Market
    Sep. 30, 2020

    Lending firms are consolidating systems across disparate platforms for each product line, as they realize the limitations of siloed data and technology, which act as a roadblock for unified experiences and a single customer view. In…