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Viewpoint May 31, 2023
The FinTech Industry’s Outsourcing Needs
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,… -
PEAK Matrix® July 31, 2025
Capital Markets Operations Services PEAK Matrix® Assessment 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… -
Viewpoint Jan. 21, 2021
Mortgage of the Future
The traditional mortgage lending process has been long due for transformation. Even with breakthroughs in customer service, customer experience continues to present a challenge. It is, in fact, one of the main differentiators for lenders. Several… -
Thematic Report Dec. 18, 2020
Ameliorating Customer Experience in BFS
Most banks have not been able to fulfill customer expectations in terms of delivering a superior customer experience. Banks have been inclined to treat customer experience as more of a compliance tick-in-the-box exercise than a useful… -
Thematic Report Oct. 09, 2020
The Pandemic Pandemonium – Assessing the Impact of COVID-19 and the Path to Success for Banking and Financial Services (BFS) in the Next Normal
In this study, we analyse the impact of COVID-19 on the BFS industry. We also recommend BFS enterprises to look at digital, not just as a means to fix current problems, but as a strategic exercise… -
Thematic Report Oct. 28, 2020
Analytics Casebook – A Hitchhiker's Guide to BFS Analytics
With the advent of technology and the data revolution over the last decade, advanced analytics has gained significant ground in the Banking and Financial Services (BFS) sector. Banks are looking beyond traditional data management services to… -
State of the Market July 21, 2020
Intelligent Automation in Business Processes (IABP) – State of the Market Report 2020
One of the most potent levers enabling digital transformation in recent times is Intelligent Automation in Business Processes (IABP). A range of IABP solutions leveraging a combination of RPA, Artificial Intelligence (AI), and advanced analytics is… -
Viewpoint June 17, 2020
The Next Frontier in KYC and AML: Intelligent Automation-led Transformation
Know Your Customer (KYC) and Anti Money Laundering (AML) processes form the backbone of financial institutions’ financial crime and compliance programs. These processes have been traditionally manual, with agents screening and monitoring activities largely on their… -
Provider Compendium March 29, 2020
Intelligent Automation in Business Processes (IABP) – Solution Provider Compendium 2020
The Intelligent Automation in Business Processes (IABP) Solution Provider Profile Compendium provides accurate, comprehensive, and fact-based snapshots of 24 IABP solution providers. Each profile offers a comprehensive picture of a provider’s scope of operations, technology solutions,… -
PEAK Matrix® March 03, 2020
Intelligent Automation in Business Processes (IABP) – Solution Provider Landscape with Solutions PEAK Matrix® Assessment 2020
Various digital factors are disrupting the Business Process Services (BPS) market on both the demand and supply side. Enterprises are looking for not only cost savings, but also next-generation benefits from their relationships, and solution providers… -
Viewpoint Oct. 24, 2019
Moving from Customer Service to Customer Experience
Customer journey mapping has been helping enterprises enhance their customer experience for a long time now. However, it has recently started gaining momentum in the banking and financial services industry. Banks are lagging the non-banks and… -
Viewpoint Feb. 14, 2019
Think Banks Have Gotten the Most Out of Automation? Think Again!
The automation story in the banking sector has been going on for a while now, but are we seeing the banks adopting automation and its advance levels at the rate that expected? A lot of banks… -
Viewpoint Feb. 27, 2018
Wealth Management for the Next Generation
The prime asset of leading wealth management firms is the long-lasting advisor-investor relationships that they have been able to harness and develop over many years. However, things might not remain the same as the wealth management… -
Viewpoint April 02, 2018
Shared Services Centers and Digital Transformation
Shared services centers have offered organizations a strategic approach to realizing efficiency, while at the same time protecting themselves from economic uncertainty with onshore/offshore models that not only generate cost savings but also spread risks of… -
PEAK Matrix® Dec. 05, 2017
Mortgage BPO – Service Provider Landscape with Services PEAK Matrix™ Assessment 2017
Mortgage BPO stands out as one of the largest submarkets within banking BPO. As regulatory bodies continue to increase their oversight on mortgage activities of banks, the role of BPO has been gaining greater significance in… -
Thematic Report Nov. 03, 2017
Business Process Services Delivery Automation (BPSDA) – State of the Market Report – 2017
The Business Process Services (BPS) market is being buffeted by strong winds of change. Multiple digital elements are disrupting the status quo on both the demand- and supply-side of the market. Enterprises are expecting not only… -
Provider Compendium Sep. 26, 2017
Business Process Services Delivery Automation (BPSDA) – Service Provider Profile Compendium 2017
The Business Process Services (BPS) market is being buffeted by strong winds of change. Multiple digital elements are disrupting the status quo in the supply as well as demand landscape – enterprises are expecting not only… -
PEAK Matrix® July 05, 2017
Business Process Services Delivery Automation (BPSDA) – Service Provider Landscape with PEAK Matrix™ Assessment 2017
The Business Process Services (BPS) market is being buffeted by strong winds of change. Multiple digital elements are disrupting the status quo in the supply as well as demand landscape – enterprises are expecting not only… -
Viewpoint July 07, 2016
Unlocking Next-Generation Value through Technology-Embedded Business Process Services | Part 1
The global business environment is undergoing fundamental shifts driven by economic, demographic, regulatory, and technological changes. These shifts are disrupting existing business models and creating new ones, and Business Process Services (BPS) is no exception. From… -
Viewpoint July 07, 2016
Unlocking Next-Generation Value through Technology-Embedded Business Process Services | Part 2
As we noted in part one Unlocking Next-Generation Value through Technology-Embedded Business Process Services | Part 1 The What and Why of this two-part report, the global business environment is experiencing major shifts as a result…
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