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  • Thematic Report
    March 02, 2023

    Challenges such as high inflation, high-interest rates, labor market shortages, the rate of technology adoption, and geopolitical issues, are testing the fundamental assumptions of the operating models and benchmarks used by Banking, Financial Services, and Insurance…
  • State of the Market
    Sep. 18, 2025

    Capital markets enterprises are accelerating transformation agendas to respond to rising regulatory complexities, cost pressures, and growing investor demands across wealth, pensions, and alternative assets. The shift to outsourced operating models is gaining momentum, especially in…
  • State of the Market
    Dec. 10, 2025

    The demand for sophisticated Risk and Compliance (R&C) capabilities is accelerating as BFSI enterprises confront rising regulatory scrutiny, cyber threats, and financial crime risks. In response, organizations are expanding R&C operations within their India-based Global Capability…
  • Provider Compendium
    Sep. 29, 2025

    The capital markets operations ecosystem is rapidly transforming as firms strive to modernize platforms, manage risks, and meet regulatory demands. This compendium features 11 providers’ fact-based profiles, capturing their offerings, client coverage, technology adoption, delivery footprints,…
  • State of the Market
    Aug. 12, 2025

    Alternative asset management is rapidly transforming, driven by a projected surge toward US$30 trillion in Assets Under Management (AUM) by 2030. This growth is creating unprecedented operational complexity, with institutions now facing new investor demands, irregular…
  • Tech Launch Perspective
    Aug. 20, 2025

    Congruent Solutions’ latest releases signal a decisive push toward next-generation retirement plan technologies. Everest Group analyzes that the provider is combining modular recordkeeping components, AI-enabled data automation, and lifetime-income functionality to address evolving participant expectations and…
  • Thematic Report
    Dec. 23, 2024

    Our Banking Global Sourcing Adoption Trends report presents fact-based data and analysis on key trends and developments in global outsourcing for the banking industry. The report examines key developments in offshore locations leveraged for service delivery,…
  • Webinar Deck
    May 20, 2025

    Across the BFSI landscape, banks, insurers, and financial institutions are under mounting pressure to reduce costs, enhance customer satisfaction, and remain compliant—all while delivering measurable value in a volatile economic environment. Traditional effort-based service models are…
  • Webinar Deck
    Feb. 04, 2025

    The BFSI (banking, financial services, and insurance) landscape is evolving at an unprecedented pace. This industry is undergoing a seismic shift fueled by rapid technological advancements, evolving customer expectations, increasing regulatory scrutiny, and new business models.…
  • PEAK Matrix®
    July 31, 2025

    The global capital markets operations landscape is rapidly advancing as institutions seek to serve a fast-growing pool of wealth, pension, and alternative asset investors while maintaining margin pressure and heightened regulatory scrutiny. Demand from asset and…
  • Provider Compendium
    Feb. 14, 2025

    Banking and Financial Services (BFS) firms are increasingly seeking providers that offer integrated front- and back-office solutions to optimize costs, streamline operations, and enhance customer experiences. This provider consolidation trend promotes greater accountability, accelerates time-to-market, and…
  • PEAK Matrix®
    Nov. 07, 2024

    Banking and Financial Services (BFS) firms are increasingly seeking providers that offer integrated front- and back-office solutions to optimize costs, streamline operations, and enhance customer experiences. This provider consolidation trend promotes greater accountability, accelerates time-to-market, and…
  • Thematic Report
    June 28, 2024

    The Banking, Financial Services, and Insurance (BFSI) sector significantly contributes to Customer Experience Management (CXM) outsourcing revenue, approximately 20-22%. Knowing about BFSI CXM is crucial for CXM outsourcing providers and BFSI enterprises because it enables providers…
  • Thematic Report
    Aug. 02, 2024

    This Virtual Roundtable Discussion Summary is available only to Outsourcing Excellence members. For information on membership, please contact us Everest Group regularly organizes virtual sessions where senior executives from enterprises convene to share experiences and network…
  • Viewpoint
    June 11, 2024

    Enterprises are recognizing the increased need of customer centricity, with reduced costs and improve efficiency. Banks and insurers are striving to customers’ expectations of personalized sales & marketing and service experience. These evolving needs coupled with…
  • Thematic Report
    Jan. 20, 2025

    This Virtual Roundtable Discussion Summary is available only to Outsourcing Excellence members. For information on membership, please contact us   Everest Group regularly organizes virtual sessions with senior executives across industries in which they share their…
  • Tech Launch Perspective
    Dec. 08, 2025

    In September 2025, Quantexa announced its Cloud AML platform – a SaaS-based solution built on Azure and targeted at midsize and community banks in the US. The launch reflects Quantexa’s strategy to democratize its contextual decision…
  • PEAK Matrix®
    March 27, 2025

    Intelligent Document Processing (IDP) products remain vital in enterprises’ automation technology portfolios. IDP uses AI technologies, such as Optical Character Recognition (OCR), computer vision, Natural Language Processing (NLP), and machine/deep learning, to classify and extract information…
  • Tech Launch Perspective
    Sep. 22, 2025

    Alternative asset managers are increasingly under pressure to modernize operations, address transparency gaps, and adopt AI to support complex investment workflows. Allvue Systems’ latest product announcements respond to these needs with the introduction of its Agentic…
  • Tech Launch Perspective
    Sep. 17, 2025

    In July 2025, Compass UOL, a subsidiary of The AI Revolution Company, announced a suite of agentic AI tools for banking and financial services, now listed in AWS Marketplace under its newly introduced AI agents and…

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