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  • 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…
  • Voice of the Customer
    April 13, 2026

    Customer Experience (CX) has become a central digital transformation pillar in banking, driven by rising customer expectations, competitive pressures from digital-native players, and increasing regulatory scrutiny. Banks are investing in CX Orchestration Platforms (CXOPs) to deliver…
  • PEAK Matrix®
    Nov. 13, 2025

    As cloud costs grow more dynamic and AI use proliferates, FinOps is evolving from cost reporting to a broader operating model that blends granular cost/usage analytics with governance and policy management, AI-powered automation, sustainability/carbon tracking, and…
  • 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…
  • PEAK Matrix®
    Aug. 25, 2026

    Expanding digital estates, cloud adoption, AI-led transformation, and increasingly sophisticated threats are reshaping enterprise cybersecurity priorities. Buyers are moving beyond point solutions toward integrated programs that strengthen protection and cyber resilience while supporting evolving regulatory and…
  • Provider Compendium
    Jan. 05, 2024

    Today, providers are differentiating themselves by offering as-a-service models and emphasizing digital transformation solutions through the strategic use of analytics, automation, and AI, coupled with industry expertise and an advisory-led approach. Additionally, providers are leveraging the…
  • 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…
  • Tech Provider Spotlight
    June 02, 2026

    The digital advertising ecosystem is significantly transforming as traditional demand-side platforms evolve into omnichannel advertising platforms. What began as automated tools to buy display advertising has expanded into sophisticated platforms that support audience engagement across connected…
  • Voice of the Customer
    May 28, 2026

    Retirement and pensions enterprises are modernizing their technology stacks to improve administration accuracy, member and sponsor experiences, and operational resilience across recordkeeping, contributions, pension payroll, withdrawals, investment servicing, and advice-led engagement. Legacy administration platforms, fragmented payroll…
  • PEAK Matrix®
    July 10, 2023

    The banking operations market has become relatively consolidated at the top, with the leading participants capturing a larger share of the market. Additionally, specialists have entered specific banking segments. Lines of business such as cards and…
  • Provider Compendium
    June 07, 2023

    Everest Group’s Capital Markets Operations Provider Compendium 2023 provides comprehensive and fact-based snapshots of 23 providers and includes insights on the capital markets operations provider landscape. It offers detailed profiles of each provider, with a comprehensive…
  • PEAK Matrix®
    March 21, 2023

    The capital markets operations landscape is rapidly evolving as enterprises strive to meet the demands of a new generation of customers, reduce cost pressures in a recessionary environment, and adhere to regulatory changes. They are also…
  • PEAK Matrix®
    May 31, 2023

    Intelligent Document Processing (IDP) products play a vital role in enterprises’ automation technologies portfolios. IDP leverages Artificial Intelligence (AI) technologies such as Optical Character Recognition (OCR), computer vision, Natural Language Processing (NLP), and machine/deep learning to…
  • PEAK Matrix®
    Nov. 22, 2022

    Revenue Cycle Management (RCM) platforms facilitate the management of administrative and clinical functions, such as claims processing, payment, and revenue generation, for healthcare facilities. Healthcare organizations are increasingly evaluating RCM platform providers based on the IT…
  • 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…
  • Provider Compendium
    Dec. 20, 2022

    Revenue Cycle Management (RCM) platforms facilitate the management of administrative and clinical functions, such as claims processing, payment, and revenue generation, for healthcare facilities. Healthcare organizations are increasingly evaluating RCM platform providers based on the IT…
  • PEAK Matrix®
    Dec. 13, 2022

    The rise in enterprise touchpoints in the form of IoT, SaaS, and cloud have added to the woes of CISOs by significantly increasing the attack surface. To address this challenge, providers have built expertise in Managed…
  • Provider Compendium
    Sep. 30, 2022

    The US retirement industry addressed a market of approximately US$37.5 trillion in assets as of Q1 2022, growing at a CAGR of 8-9% over the last four years. With growing inflation, uncertainty around social security benefits,…
  • 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…
  • Provider Compendium
    July 06, 2023

    Intelligent Document Processing (IDP) products play a vital role in enterprises’ automation technologies portfolios. IDP leverages AI technologies such as Optical Character Recognition (OCR), computer vision, Natural Language Processing (NLP), and machine/deep learning to classify and…

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