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Thematic Report July 18, 2025
Front-to-back Modernization in Wealth Management Supplier Intelligence Playbook: Front-office Transformation
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… -
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® Nov. 12, 2024
Life Sciences Clinical Data and Analytics (D&A) Platforms PEAK Matrix® Assessment 2024
Due to decentralized and hybrid designs, the growing clinical trial complexity generates vast data volumes from diverse sources and creates significant data management challenges. In response, sponsors are increasingly employing unified clinical data and analytics (D&A)… -
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,… -
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… -
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… -
PEAK Matrix® June 28, 2024
Care Management Platforms PEAK Matrix® Assessment 2024
Care management is a vital healthcare aspect that ensures patients and members receive coordinated and personalized care. Traditional healthcare professionals served as care managers, coordinating care plans and facilitating communication among payers and providers. Post-COVID, technology… -
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 Dec. 17, 2025
Life Sciences Randomization and Trial Supply Management (RTSM) Products – Provider Compendium 2025
Life sciences organizations are increasingly prioritizing automation, configurability, and real-time visibility to support modern clinical trial requirements. As adaptive designs, decentralized models, and global multi-protocol studies become more prevalent, the role of Randomization and Trial Supply… -
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… -
PEAK Matrix® Sep. 03, 2024
Life Sciences Electronic Data Capture (EDC) Products PEAK Matrix® Assessment 2024
Electronic Data Capture (EDC) systems are an integral part of clinical research, enabling clinical data collection, storage, and management. EDCs mark a significant shift from paper-based case report forms to digital and web-based trial data collection.… -
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… -
PEAK Matrix® Sep. 12, 2025
Low-code Application Development Platforms PEAK Matrix® Assessment 2025 - Focus on User Engagement
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… -
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… -
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… -
Tech Provider Spotlight Nov. 21, 2025
Tech Provider Spotlight: Revenue Growth Management (RGM) in Retail and CPG
As macroeconomic challenges such as inflation and tariff volatility persist, Revenue Growth Management (RGM) has become a strategic priority for retail and CPG enterprises seeking sharper execution and sustainable profitability. Once a tactical function, RGM is… -
PEAK Matrix® Sep. 12, 2025
Low-code Application Development Platforms PEAK Matrix® Assessment 2025 – Focus on Intelligence and Decision Support
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,… -
PEAK Matrix® Nov. 11, 2024
Process Orchestration Products PEAK Matrix® Assessment 2024
Businesses are streamlining processes and enhancing operational synergies between human and digital workers to improve operational efficiency and increase cost savings. They leverage process orchestration solutions that design, manage, and monitor end-to-end business processes, enabling greater… -
PEAK Matrix® April 07, 2025
Customer Data Platform (CDP) Products PEAK Matrix® Assessment 2025
As businesses adapt to an increasingly complex data ecosystem, Customer Data Platforms (CDPs) continue to expand beyond simple data aggregation. Stricter data privacy regulations, third-party cookies’ decline, and the growing demand for personalized customer experiences are…
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