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Showing 113 results
  • Voice of the Customer
    March 12, 2026

    Customer experience has become a central pillar of insurance transformation as carriers respond to rising policyholder expectations, digital-first competition, and stricter regulatory scrutiny. Insurers are investing in customer experience orchestration platforms to modernize high-volume journeys such…
  • Tech Provider Spotlight
    March 09, 2026

    Enterprises are reassessing traditional process automation approaches as business processes become increasingly non-linear and data-intensive. While deterministic, rule-based process orchestration platforms have delivered measurable gains in efficiency and standardization, they remain constrained in environments characterized by…
  • PEAK Matrix®
    Dec. 01, 2025

    Rising customer expectations, pressure to reduce service costs, and the need for faster product iteration are reshaping how insurers orchestrate experiences across acquisition, onboarding, servicing, and claims. As carriers modernize front ends alongside legacy cores, cloud-native…
  • Thematic Report
    July 31, 2025

    The middle office in wealth management is increasingly becoming a strategic focus area as firms modernize their portfolio oversight, product innovation, risk controls, and research processes. While front office transformation has taken precedence in recent years,…
  • PEAK Matrix®
    Nov. 28, 2025

    This PEAK Matrix® Assessment by Everest Group evaluates leading Customer Experience Orchestration Product (CXOP) providers in the Asset and Wealth Management (AWM) industry. As the industry undergoes accelerated digital transformation driven by client expectations for hyper-personalized…
  • PEAK Matrix®
    Nov. 12, 2025

    As enterprises navigate macroeconomic uncertainties, rapid technological advances, and growing business agility demands, the need for a unified backbone to connect end-to-end processes has never been greater. Process orchestration fundamentally enables this shift, helping organizations manage…
  • Voice of the Customer
    April 28, 2026

    Customer experience has emerged as a strategic priority in Asset and Wealth Management (AWM), driven by rising expectations for transparency, personalized engagement, and seamless digital interactions across client and advisor journeys. Firms are increasingly investing in…
  • 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®
    July 09, 2026

    Process mining software analyzes process-related information, primarily event logs from Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) systems to a fact-based approach for discovering, monitoring, and optimizing existing processes across industries and process areas.…
  • 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…
  • 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…
  • Emerging Technologies
    May 20, 2026

    Building enterprise-grade cybersecurity now requires more than strengthening defenses. Organizations must create adaptive, resilient, and trust-centric security architectures that continuously evolve against increasingly intelligent threats. Cybersecurity’s next era will depend on advancing protection, governance, and operational…
  • PEAK Matrix®
    Nov. 08, 2025

    Amid rising costs, limited resources, and growing process complexities, enterprises are under pressure to drive greater efficiency while advancing their digital transformation agendas. Traditional siloed automation approaches no longer meet the need for scale, adaptability, and…
  • PEAK Matrix®
    Sep. 12, 2025

    As enterprises accelerate digital transformation, low-code application development platforms are playing an increasingly strategic role in enabling organizations to quickly build engaging, intuitive, and personalized applications. Unlike traditional development approaches, low-code solutions empower businesses to enhance…
  • 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®
    Dec. 05, 2024

    With repetitive manual tasks straining limited resources and escalating labor costs, businesses are pressured to do more with less. Additionally, the growing complexity of business processes and rising customer expectations for speed and accuracy highlight the…
  • PEAK Matrix®
    Sep. 12, 2025

    As enterprises accelerate digital transformation, the focus on intelligence and decision support is becoming central to business success. Low-code application development platforms are increasingly being leveraged to build applications that provide actionable insights, enable complex analysis,…
  • Provider Compendium
    Dec. 16, 2025

    Enterprises are increasingly adopting low-code platforms to speed up application development, modernize legacy systems, and enable greater collaboration between IT and business teams. By simplifying development through visual tools and reusable components, low-code platforms help organizations…
  • PEAK Matrix®
    March 16, 2026

    Agentic AI refers to AI systems engineered to autonomously interpret business objectives, decompose them into sequenced sub-tasks, and execute coordinated actions to drive measurable outcomes. Unlike rule-based automation that relies on deterministic workflows or copilots that…
  • Provider Compendium
    April 30, 2025

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

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