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  • NEW
    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 strategic technology adoption to stay competitive. This report offers a comprehensive view of the evolving annuity market landscape through 2027, grounded in macroeconomic trends, product design shifts, and emerging digital capabilities. We explore how demographic forces such as Peak 65 and increased pension risk transfer activity are driving long-term growth while intensifying the need for innovation and scale. With increasing product complexities, the demand for modular platforms, data integration, AI-driven personalization, and embedded annuity solutions is rising. The convergence of annuities with retirement plans and wealth management platforms is blurring traditional boundaries, ushering in a new era of embedded, outcome-based offerings tailored to diverse personas. This report provides strategic insights into how carriers are modernizing their operations, digitizing distribution, and aligning IT investments with measurable business outcomes. It also highlights how private equity-backed players, advisory channels, and technology providers are reshaping the competitive landscape with flexible platforms and intelligent servicing models.
  • Thematic Report

    June 30, 2025
    Customer Experience (CX) has emerged as a key differentiator for insurers facing rising customer expectations, intensified competition from InsurTechs, and tighter regulatory scrutiny. To build lasting value and loyalty, leading insurers across both Life and Annuities (L&A) and Property and Casualty (P&C) lines are transforming their operations around personalized, empathetic, and seamlessly orchestrated customer journeys. By delivering consistent, emotionally intelligent, and real-time engagement across key touchpoints, such as onboarding, claims, renewals, and servicing, insurers are not only elevating satisfaction but also unlocking greater agility and long-term growth. This report outlines how insurers are embracing intelligent journey design, embedded AI, and digitally enabled BPS partnerships to elevate CX delivery. It details key transformation imperatives including agentic AI, outcome-linked service models, and front-to-back office integration.
  • Provider Compendium

    June 27, 2025
    The Banking, Financial Services, and Insurance (BFSI) industry is navigating heightened economic uncertainty, rapid technology innovation, and sophisticated customer demands. In response, enterprises are turning to specialized IT services firms. These providers offer in-depth domain expertise, tailored solutions, and agile, collaborative delivery models and are emerging as viable challengers to traditional, large-scale providers. These specialists address vital capability gaps in cloud transformation, advanced analytics, product engineering, low-/no-code platforms, and AI-driven solutions. They deliver precision and responsiveness that larger providers often lack. Their close client engagements foster strategic partnerships that enhance innovation, optimize operational effectiveness, and accelerate market responsiveness. As competition intensifies and regulations evolve, these providers have become indispensable partners, enabling BFSI firms to sustain a competitive advantage, reduce time-to-market, and enhance customer experiences. In this report, we present detailed profiles of 33 IT service providers as part of the BFSI IT Services Specialists PEAK Matrix® Assessment 2025. Of these, 30 providers are positioned on the BFS assessment and 14 on the insurance assessment. Each profile offers a comprehensive picture of the provider through a snapshot of its operational overview, delivery presence, solutions on offer, investments, and market success.
  • State of the Market

    June 25, 2025
    The alternative assets industry is significantly transforming as enterprises face mounting pressures from exponential Assets Under Management (AUM) growth, heightened regulatory scrutiny, and increasing operational complexities. With global alternatives on track to surpass US$30 trillion in AUM by 2030, asset managers must upgrade their legacy infrastructure to support modular, cloud-native platforms capable of delivering near-instant reporting, ESG transparency, and digital fund distribution. Regulatory developments, such as the SEC’s 2025 private fund rules and Europe’s AIFMD II, are catalyzing this shift, enforcing tighter requirements around liquidity, performance disclosure, and investor protection. This report provides a comprehensive view of how alternative asset firms – alongside fund administrators, custodians, brokers, and Global System Integrators (GSIs) – are reshaping their IT strategies. Key themes include the adoption of AI-powered NAV and fee engines, real-time data fabrics, RegTech rule engines, and tokenization-ready fund structures. The study explores technology priorities across asset classes such as private equity, hedge funds, real estate, infrastructure, and private credit, highlighting use cases from algorithmic trading to ESG-led carbon dashboards. It also maps strategic actions for stakeholders seeking to capture demand from wealth channels and improve agility across investment and compliance functions. The report offers a detailed roadmap for technology modernization and ecosystem collaboration to ensure long-term competitiveness in a rapidly evolving market.
  • Tech Launch Perspective

    June 25, 2025
    FIS has introduced the Quantum Cloud Edition of its Treasury and Risk Manager platform, targeting the next phase of digital transformation in treasury operations. Designed as a cloud-native, API-first solution, the platform aims to help enterprises modernize their liquidity management, cash forecasting, and financial risk oversight. This report evaluates the platform’s alignment with enterprise expectations around agility, scalability, and automation. FIS’ Quantum Cloud Edition features embedded AI/ML capabilities, prebuilt ERP integrations, and real-time cash visibility to support complex treasury environments. Key differentiators include Treasury GPT (an AI-powered assistant), modular workflows, and integrated hedge accounting functionality. Hosted on AWS infrastructure, the platform is positioned to deliver operational resilience and deployment flexibility across global use cases. However, the report also highlights key limitations, such as the need for clearer AI/ML governance frameworks, better visibility into migration benefits from legacy platforms, and benchmark performance data. This review will help financial institutions assess the platform’s readiness to support next-generation treasury transformation efforts.
  • Viewpoint

    June 17, 2025
    Insurers today are navigating growing economic pressures, increasing regulatory complexities, and rapidly evolving customer expectations. In response, they are reimagining their approach to outsourcing by shifting the focus from cost savings to agility, innovation, and strategic alignment. Insurance BPS providers are adapting by embedding AI and machine learning, intelligent automation, and advanced analytics across core processes such as product development, underwriting, claims, and policy servicing. They are also integrating more closely with client ecosystems while adopting outcome-based pricing, risk-sharing arrangements, and workforce reskilling to deliver tangible business impact. This report explores the ongoing transformation of insurance BPS from a transactional support function into a strategic growth driver and digital enabler. It highlights emerging outsourcing opportunities across processes such as new product development and distribution, underwriting, and claims processing. Additionally, it offers a framework for insurers to reassess their sourcing strategies, define evaluation criteria, and build more resilient and future-ready operations through deeper, more collaborative partnerships. Scope Industry: insurance Geographies: global Service: insurance BPS Content This report provides insights into: Strategic decision-making criteria for outsourcing processes traditionally managed in house External factors prompting reevaluation of BPS strategies, including regulatory changes, economic headwinds, and workforce shifts Emerging outsourcing areas across Level 2 insurance value chain processes, including new product development and actuarial services, underwriting, claims processing Opportunities for insurers to align operations with digital innovation, compliance, and customer experience imperatives Providers’ evolving role as transformation enablers through technology integration, domain expertise, and ecosystem partnerships Memberships Insurance Business Process Sourcing and Vendor Management
  • Tech Launch Perspective

    June 12, 2025
    Temenos has introduced a new AI-powered compliance solution, Financial Crime Mitigation (FCM) AI Agent, designed to address the financial services industry’s critical pain points in FCM. The platform aims to reduce false positives, screen real-time transactions, and automate manual compliance tasks, which are increasingly important as institutions grapple with high compliance costs and tighter regulatory timelines. This report reviews the platform’s value proposition and its alignment with key enterprise objectives, including improved efficiency and support for diverse deployment models. The report highlights Temenos’ strong performance, delivering false positive rates below 2% – significantly below industry averages. Real-time alert handling, explainable AI models, and flexible deployment options (on-premises, SaaS, or cloud) underscore the platform’s adaptability across different IT environments. However, the review also flags areas requiring further clarity, such as cross-platform interoperability, lack of detailed performance benchmarks, and alignment with AI governance frameworks. Financial institutions looking to modernize compliance operations will benefit from understanding these factors as they assess Temenos’ FCM AI Agent for implementation. Scope Geography: global Industry: banking and financial services Service: financial crime and compliance Contents The report outlines:: Key enterprise issues and compliance objectives in FCM Overview of Temenos’ FCM AI Agent launch Temenos’ current capabilities and market positioning Everest Group’s review of the solution’s strengths and limitations
  • FEATURED
    Webinar

    June 12, 2025
    Watch a dynamic preview of our new conference, Elevate – Dallas 2025, where services and technology providers gained actionable growth strategies as they navigated today’s complex market landscape. In this engaging session, we unpacked what to expect at Elevate – Dallas 2025 and shared insights on how to grow existing accounts, shape new deals, and establish thought leadership in an increasingly AI-driven world. Our speakers also examined the rise of Agentic AI and how it could be a powerful catalyst for growth with the right mindset, skillset, and toolset to take advantage of it. Watch us to gain early access to what industry leaders discussed at this quickly approaching conference and explored the key themes and trends shaping the industry in the year ahead, along with expert perspectives on what it takes to stay competitive in this next wave of transformation. What questions did the webinar answer? What are the key growth themes for providers in today’s challenging macro environment? What immediate actions will drive growth in the next few quarters? What are the new mindsets, skillsets, and toolsets needed to help enterprises scale AI in their operations? What to expect from Elevate – Dallas 2025, and why you should be there
  • State of the Market

    June 11, 2025
    Life and Annuities (L&A) carriers are navigating a complex landscape shaped by changing demographics, evolving customer expectations, and mounting regulatory and cost pressures. This report presents a comprehensive view of how carriers are responding by investing in product and process innovation, digital modernization, and strategic outsourcing. Key focus areas include group benefits, annuities, and retirement insurance segments, where demand is rising due to workforce trends and interest rate shifts. Carriers are adopting AI and generative AI to improve underwriting, personalize services, and reduce cycle times, while also redesigning benefits to support wellness and workforce retention. The report explores how sourcing strategies are evolving, with carriers favoring flexible engagement models such as BPaaS and platform-based deals. Increased outsourcing to manage closed blocks and support transformation initiatives across group L&A products is driving growth. Regional outlooks emphasize market maturity in North America, regulatory innovation in the UK/EU, and expanding demand in APAC. With technology at the core of customer experience and compliance, carriers are seeking providers that can deliver both domain expertise and next-generation capabilities. Scope Geography: global Industry: L&A insurance Business Process Services (BPS) market Service: BPS Contents The report outlines: Broader L&A insurance market trends and growth segment Enterprise priorities, sourcing strategies, and outsourcing models Group life insurance innovation and convergence with wellness benefits Provider performance and buyer expectations L&A insurance BPS market dynamics, deal characteristics, and regional adoption patterns
  • Thematic Report

    June 06, 2025
    The convergence of AI, cloud, embedded finance, and evolving regulatory demands is significantly transforming the lending landscape. As traditional lending approaches face mounting pressure from digital-first players and rising borrower expectations, financial institutions are reimagining their platforms and processes to enable real-time, autonomous, and inclusive credit delivery. This report explores Everest Group’s latest view on digitizing the lending life cycle. We present an end-to-end framework that spans key lending processes such as origination, servicing, and collections, and how Systems of Execution (SoE), agentic AI, and modular digital architectures are reshaping them. We also evaluate how document management, credit decisioning, and legacy system transformation are emerging as high-impact subprocesses ripe for automation. Through a detailed analysis of enterprise modernization priorities, emerging technology enablers, and region-specific adoption patterns, the report delivers a forward-looking view on how lenders are transforming their operations to meet evolving customer, compliance, and competitive demands. It also presents a comparative analysis of 15 leading technology providers across consumer, corporate, and mortgage lending segments – drawing insights from real-world case studies and platform innovations. As the industry pivots toward just-in-time, embedded, and hyper-personalized lending, this study helps lenders and technology partners align strategies, accelerate execution, and unlock operational agility.