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Showing 297 results
  • Viewpoint
    May 31, 2023

    Driven by a high degree of digital adoption, FinTechs have established themselves as significant participants in the Banking and Financial Services (BFS) industry. In their pursuit to scale their operations while maintaining their agility and innovation,…
  • 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
    Dec. 16, 2025

    Economic volatility, climate-related losses, and rising regulatory expectations are causing the global Property and Casualty (P&C) insurance industry to significantly transform. Carriers are focused on modernizing legacy systems and adopting AI-powered tools to enhance efficiency, pricing…
  • Thematic Report
    Nov. 03, 2025

    The Life and Annuity (L&A) insurance market is fundamentally shifting in sourcing approaches, moving beyond legacy cost-saving models to prioritize agility, innovation, and resilience. This report examines how macroeconomic uncertainties, talent shortages, and evolving customer expectations…
  • State of the Market
    July 02, 2025

    Rapidly aging population, persistent economic volatility, and rising personalization and digital transformation expectations are revolutionizing the North American annuities industry. Amid record-high annuity sales and regulatory momentum, enterprises are investing heavily in modernization, customer engagement, and…
  • 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…
  • Webinar Deck
    March 11, 2025

    Enterprise spending priorities in traditional areas have largely matured, and they have a playbook on how to optimize it. However, a wave of new pressures – including evolving regulations, geopolitical shifts, supply chain disruptions, tariffs, and…
  • FEATURED
    Webinar Deck
    June 12, 2025

    Watch a dynamic preview of our new conference, Elevate – Dallas 2025, where services and technology providers gained actionable growth strategies as they navigated today’s complex market landscape. In this engaging session, we unpacked what to…
  • PEAK Matrix®
    Dec. 03, 2025

    The payments Business Process Services (BPS) landscape is entering a transformative growth phase as enterprises reimagine payments as a strategic enabler rather than a cost center. The proliferation of real-time payment rails, cross-border flows, and digital…
  • 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
    Dec. 24, 2024

    The global payments market is rapidly transforming, driven by technology advances and digitalization. As the payment enterprise ecosystem becomes more diverse and interconnected, companies must make strategic sourcing decisions to remain competitive and prepared for the…
  • 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…
  • State of the Market
    Dec. 16, 2024

    The lending industry is significantly transforming after two years of elevated interest rates across mortgage, commercial, and retail products. Recent rate cuts, coupled with easing inflation, have provided relief to borrowers, paving the way for renewed…
  • 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…
  • PEAK Matrix®
    Oct. 15, 2025

    The Property and Casualty (P&C) insurance industry is in the middle of an IT-led transformation, driven by escalating claims from climate events, volatile risk exposures, inflationary pressures, and increasingly sophisticated expectations from both customers and regulators.…
  • 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…
  • Provider Compendium
    March 12, 2025

    The lending operations market has faced considerable disruptions in recent years due to high interest rates and other macroeconomic factors, leading to reduced consumer activity. In response, providers are innovating to meet local market demands and…

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