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Thematic Report July 31, 2025
Front-to-back Modernization in Wealth Management Supplier Intelligence Playbook: Middle-office Reinvention
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,… -
Voice of the Customer April 28, 2026
Voice of the Customer (VoC): Asset and Wealth Management (AWM) Customer Experience Orchestration Products (CXOP)
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
Voice of the Customer (VoC): Banking Customer Experience Orchestration Products (CXOPs)
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… -
Thematic Report Aug. 11, 2025
Front-to-back Modernization in Wealth Management Supplier Intelligence Playbook: Back-office Optimization
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
FinOps Cost Management Products PEAK Matrix® Assessment 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
Banking Customer Experience Orchestration Products (CXOP) PEAK Matrix® Assessment 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® Feb. 12, 2024
Financial Crime and Compliance (FCC) Operations Services PEAK Matrix® Assessment 2024
The Financial Crime and Compliance (FCC) operations landscape is rapidly expanding within the Banking and Financial Services (BFS) industry. Amid challenges such as rising fraud, evolving regulatory norms, economic pressures, and unique geopolitical circumstances, financial institutions… -
PEAK Matrix® Aug. 25, 2026
Cybersecurity Services PEAK Matrix® Assessment 2026 - Global
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… -
Advances in technology such as generative AI and Web3, coupled with changing consumer preferences and dynamic macroeconomic conditions, have transformed the marketing landscape. As CMOs reassess their strategies, marketing service providers are also evolving, shifting from…
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Provider Compendium Dec. 07, 2023
Revenue Cycle Management (RCM) Operations – Provider Compendium 2023
The year 2022 proved to be a challenging time for healthcare providers in the United States. With patient volumes still lower than pre-pandemic levels, longer average lengths of stay, talent shortages, and rising costs, almost half… -
Provider Compendium Dec. 22, 2023
Customer Experience Management (CXM) Services – Provider Compendium 2023
Customer Experience Management (CXM) Service Provider Compendium 2023 provides detailed and fact-based snapshots of 54 CXM service providers. Each profile offers a comprehensive view of the provider’s scale of operations, digital solutions, portfolio mix, and delivery… -
Provider Compendium Jan. 05, 2024
Banking Operations Services – Provider Compendium 2023
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
Banking Customer Experience Orchestration Products (CXOP) Provider Compendium 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… -
PEAK Matrix® Sep. 01, 2023
Customer Experience Management (CXM) Services PEAK Matrix® Assessment 2023
After an unprecedented rebound in 2021, the global Customer Experience Management (CXM) outsourcing market experienced a relative slowdown in 2022 due to macro-economic challenges and concerns about market downturns leading to a deceleration in new deals.… -
Tech Provider Spotlight June 02, 2026
Tech Provider Spotlight: Omnichannel Ad Platforms (DSP focused)
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… -
Provider Compendium Sep. 26, 2023
Healthcare Payer Operations – Provider Compendium 2023
Healthcare Payer Operations Provider Compendium provides accurate, comprehensive, and fact-based snapshots of 29 service providers, including their scale of operations, company overview, recent developments, key delivery locations, major clients, technological solutions, and Everest Group’s PEAK Matrix®… -
Provider Snapshot Dec. 21, 2023
Provider Snapshot | Firstsource
The global services market is highly dynamic and evolving at a rapid pace. This is reflected in the shift in priorities from cost arbitrage to automation. Third-party providers are continually assessing their market position and refining… -
PEAK Matrix® June 26, 2023
Revenue Cycle Management (RCM) Operations PEAK Matrix® Assessment 2023
2022 was a tumultuous year for the US healthcare provider landscape. With patient volumes still below pre-pandemic levels, an increase in the average length of stay, severe talent shortages, and escalating costs, nearly half of the… -
Voice of the Customer May 28, 2026
Voice of the Customer (VoC): Retirements and Pensions Core Technology
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… -
Provider Compendium May 16, 2024
Intelligent Process Automation (IPA) Solutions – Provider Compendium 2024
Intelligent automation serves as the cornerstone of modern enterprises, reshaping operational landscapes and driving efficiency at an unprecedented pace. To remain competitive and efficient in today’s fast-paced business environment, enterprises seek solutions that enhance productivity and…
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