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  • 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
    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
    July 15, 2025

    Capital market firms face pressure from limited revenue growth, rising costs, and stringent regulatory mandates. Despite margin constraints, these firms are investing selectively in technology areas such as algorithmic trading platforms, AI-driven analytics, cloud-native platforms, security…
  • 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®
    Aug. 25, 2025

    Enterprises accelerating their transition from legacy systems to cloud-native operating environments now face an intensified need for specialized, cloud-ready talent to sustain large-scale modernization. Organizations now require deep expertise in cloud-native development, multi-cloud and hybrid cloud…
  • 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…
  • 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. 08, 2025

    FNZ’s Advisor AI represents an important step in embedding generative AI into wealth management. The launch focuses on improving advisor productivity and enabling personalized client engagement. As part of FNZ’s broader AI strategy with Microsoft, Advisor…
  • Tech Launch Perspective
    July 22, 2025

    Google Cloud’s announcements at the RSA Conference (RSAC) 2025 advance its unified, intelligence‑centric cyber defense vision. Key updates fall into four strategic pillars: AI‑powered security operations – Gemini AI agents are embedded in the Security Operations…
  • Tech Launch Perspective
    July 22, 2025

    CrowdStrike used the RSA Conference (RSAC) 2025 to reinforce its unified, intelligence‑led cyber defense vision. The provider’s portfolio enhancements spanned four strategic pillars: Agentic AI for the Security Operations Centre (SOC) – Charlotte AI autonomously triages…
  • Tech Launch Perspective
    June 30, 2025

    In May 2025, Google Cloud expanded its sovereign cloud offerings to address increasing demands for data sovereignty and operational autonomy. It launched Google Cloud Air-Gapped, a fully isolated environment designed for sectors with stringent data security…
  • Tech Launch Perspective
    June 30, 2025

    In this report, we assess SentinelOne’s evolving cybersecurity portfolio, emphasizing the strategic innovations showcased at the RSA Conference (RSAC) 2025. SentinelOne introduced Purple AI Athena, an agentic AI that autonomously triages, investigates, and remediates security incidents. It…
  • Tech Launch Perspective
    June 30, 2025

    In April 2025, IBM unveiled the latest evolution of its mainframe portfolio with the introduction of IBM Z17, advancing its long-standing leadership in mainframes. IBM has long been a cornerstone in the evolution of enterprise computing,…
  • 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…
  • PEAK Matrix®
    Nov. 13, 2025

    Enterprises are redefining their Data and Analytics (D&A) strategies to build a strong data foundation for AI that is tailored to their unique business context. This shift reflects a move from broad transformation programs to focused…
  • Discovery
    July 31, 2025

    Discoveries focus on specific science and technology innovations that address today’s critical business issues and challenges. These brief yet detailed profiles highlight innovations across the world’s leading companies, start-ups, universities, institutes, and the entire R&D ecosystem…
  • PEAK Matrix®
    July 24, 2025

    Data teams face rising complexity, from hybrid and multi-cloud pipelines to growing AI workloads. Hidden data failures, cost overruns, compliance breaches, and bad downstream decisions are becoming untenable. As a result, data observability is no longer…
  • Thematic Report
    Sep. 23, 2025

    Wealth management is undergoing a significant a major transformation, driven by demographic changes, digital adoption, and increasing demand for customized financial services. AI is playing a central role in this shift, enabling firms to personalize offerings,…
  • 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…

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