Everest Group

SEPTEMBER 25, 2024

This comes in the wake of Adrian Durham, the founder and long-serving CEO of FNZ Group, announcing his decision to step down after 21 years at the helm. Durham’s departure marks a strategic shift for FNZ and the wealth management industry. As a key figure, this move signals a new direction for FNZ.

Banking 147

Banking Management Analytics Insurance 147

The Global Small Business Blog

OCTOBER 7, 2021

Banking and investing though can all be more of a challenge when you’re living in a foreign country. Here’s what you need to know – from which destinations still offer visas to which banks are best for working remotely – about handling your finances while working remotely overseas to make sure you’re prepared.

Finance 224

Finance Management Banking 224

Everest Group

JUNE 20, 2024

For years, core banking systems have been the backbone of financial institutions. Nimble FinTech startups with cloud-based solutions are challenging traditional banks. In this dynamic environment, core banking systems are under more scrutiny than ever before. But the landscape is shifting, and customers have high expectations.

Banking 162

Banking Collaborations Sourcing Insurance 162

Everest Group

APRIL 8, 2024

Intelligent Document Processing (IDP), Banking-specific IDP, and Insurance-specific IDP Products Intelligent Document Processing (IDP) products continue to play a vital role in enterprises’ automation technology portfolios. Advances in generative AI are driving providers to ramp up their IDP capabilities.

Insurance 195

Insurance Banking Research Automation 195

Everest Group

MARCH 6, 2025

issuing banks, acquiring banks, card networks) remains central to the Payments BPS growth story. Traditional buyers: Their expanding need for Payments BPS Conventional buyers such as issuing banks, acquiring banks, card networks, and PayTechs continues to anchor Payments BPS demand.

Banking 130

Banking Out-Tasking Healthcare Retail 130

Everest Group

OCTOBER 11, 2022

Open banking – a system that provides third-party access to financial data through application programming interfaces (APIs) – has unlocked digital financial innovation and disruption. Read on for more on our latest open banking research. . Read on for more on our latest open banking research. .

Banking 147

Banking Finance Research Accounting 147

Everest Group

JULY 17, 2023

Banking Operations – Services PEAK Matrix® Assessment 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.

Banking 130

Banking Service Advisory Finance 130

Everest Group

FEBRUARY 26, 2024

This deal holds the potential to significantly impact the banking and financial services (BFS) IT services market and providers. If the Capital One merger clears antitrust regulations, the combined entity would become the sixth-largest US bank by assets and a leading card issuer and network provider for the US payments market.

Banking 147

Banking Risk Management Risk Management Marketing 147

The Global Small Business Blog

SEPTEMBER 28, 2023

Registration is OPEN for our 8th Annual Global Small Business Forum ( [link] ) brought to you by lead sponsor Associated Bank and hosted by Foley Lardner. Associated Bank is our lead (Gold) sponsor. The value of EXIM bank financing. All rights reserved. ? ? ? Let's take on the world 10/20/23! ? ? ? What does Made in U.S.A.

Banking 278

Banking Legal Services Finance Sourcing 278

Everest Group

MARCH 11, 2024

Cloud service providers are vital partners in helping Banking and Financial Services (BFS) institutions build robust systems for cloud migration and exit strategies to maneuver complex regulatory and operational environments. Major banks have spearheaded the charge towards cloud portability by embracing technologies that allow flexibility.

Banking 147

Banking Service Regulations Flexibility 147

The Global Small Business Blog

APRIL 19, 2024

Yet, according to the World Bank, women continue to face enormous obstacles, including powerful social constraints, limited time and a lack of training. In the U.S., for example, research shows that women-owned businesses are growing at twice the rate of all others.

Banking 280

Banking Research Management 280

Everest Group

MARCH 16, 2023

With the recent banking implosion, the global financial services industry , technology companies, and service providers will be hit in different ways. Let’s explore the reverberations of these concerning banking trends. We believe this will start a domino effect impacting banking regulations, profitability, and technology spend.

Banking 130

Banking Service Right-Sizing Risk Management 130

McKinsey & Company

MAY 24, 2022

If banks reimagine and modernize their business-lending processes, they can take advantage of new opportunities with SMEs and capture more of the forecast growth.

Banking 29

Banking Risk Management Risk Management Management 29

Everest Group

OCTOBER 4, 2024

What does it mean for the banking and financial services industry? Beyond trading, agentic AI could enhance risk management by autonomously identifying potential market disruptions or regulatory changes and adjusting exposure accordingly.

Banking 130

Banking Out-Tasking Service Automation 130

31 West

JANUARY 12, 2023

With some embracing the idea of outsourced IT help desk Services to third parties, it comes as no surprise that the banking and finance sector embrace the digital transformation. Although numerous industries have struggled to adapt to this digital revolution, banks and financial institutions have significantly invested in it.

Banking 130

Banking Finance Automation Human Resources 130

Forrester Digital Transformation

JULY 1, 2022

Application architectures in banks cannot afford to treat product-centricity as a stepchild, but need to focus on it as much as on customer-centricity. Product externalization helps banks move in this direction.

Banking 130

Banking Management 130

Everest Group

JANUARY 8, 2025

The BFSI (banking, financial services, and insurance) landscape is evolving at an unprecedented pace. CIOs, CTOs, COOs Business heads IT/BPO strategy heads, department heads Head of outsourcing, global sourcing mangers Procurement managers, vendor managers Senior marketing executives AR teams Who should attend?

Banking 130

Banking Insurance BPO Government 130

McKinsey & Company

NOVEMBER 24, 2022

Banks finance carbon-emitting businesses, and they finance decarbonization of the economy, as well. How effectively they address financed emissions can make all the difference.

Finance 109

Finance Banking Management Service 109

Everest Group

FEBRUARY 21, 2022

With their growing maturity, Global Business Services (GBS) organizations in Banking and Financial Services (BFS) have taken on critical roles in the data value chain. To learn how banking GBS organizations have evolved to become best-in-class partners supporting enterprise data transformation and the key attributes they now possess, read on.

Banking 130

Banking Analytics Finance Engineering 130

Forrester Digital Transformation

MAY 23, 2022

Modern banking platforms allow banks to elevate their customer experience and deliver more business value more seamlessly and more effectively. Banks and their technology teams can leverage market dynamics to make digital transformation more feasible both architecturally and economically.

Banking 130

Banking Software Marketing Management 130

Forrester Digital Transformation

NOVEMBER 28, 2022

Forrester’s European Open Banking Forecast predicts a doubling of the adoption of open banking across countries, and use cases, from 2022 to 2027.

Banking 130

Banking Service Innovation Management Service 130

Perficient Digital Transformation

JANUARY 25, 2023

2023 has commenced, and rates are climbing, inflation is bubbling, and banking customers are continuing to demand hyper-personalized products and experiences from their institutions. Here are five banking trends we’re forecasting for the new year. Three prominent areas where there is a strong desire to optimize: Data.

Banking 111

Banking Sales Design Insurance 111

Everest Group

FEBRUARY 23, 2023

With Australia facing a looming recession, outsourcing is emerging as a solution for banks and financial institutions to navigate economic uncertainty, improve efficiency, and find expert talent. Will banks suffer? In one word: Yes. Financial services have been significantly impacted by the Australian recession.

Banking 130

Banking Outsourcing Marketing Regulations 130

Perficient Digital Transformation

AUGUST 19, 2024

We are witnessing a sea-change in the way data is managed by banks and financial institutions all over the world. Data being commoditized and, in some cases, even monetized by banks is the order of the day. Though this seems to be at a stage where some more push is required in terms of adoption in the risk management function.

Risk Management 109

Risk Management Risk Management Management Banking 109

McKinsey & Company

MARCH 28, 2023

By focusing on six key areas, banks can more accurately manage rising interest rates and credit spread risk across business lines, meet regulatory demands, and create competitive advantage.

Banking 104

Banking Management Risk Management Risk Management 104

Forrester Digital Transformation

MARCH 27, 2023

Read on for a look at Forrester’s evaluation of the 13 most significant open banking intermediaries: The Forrester Wave™: Open Banking Intermediaries, Q1 2023.

Banking 130

Banking Information Technology Management Service 130

McKinsey & Company

SEPTEMBER 16, 2021

Cloud-based computing will provide tangible benefits for banking risk management functions, but risk leaders face significant challenges migrating their systems and activities from on-premises to the cloud.

Risk Management 145

Risk Management Risk Management Management Banking 145

Perficient Digital Transformation

MARCH 30, 2023

Recently, I attended the 2023 Bank Automation Summit , where one of the significant topics of discussion was how banks navigate their transition to the cloud. Compliance Financial services institutions must be hypervigilant regarding where customer data is located, who has data access, and how data is managed in a cloud environment.

Banking 115

Banking Automation Regulations Sourcing 115

The Global Small Business Blog

NOVEMBER 2, 2021

She specializes in B2B wholesale trade, sourcing, inventory management and product development for her company. Kiakahi (Kiani) Wong is the President and CEO of Kaka?ako ako Kasuals, a Native Hawaiian-owned and operated footwear company based in Honolulu, Hawai'i.

E-Commerce 238

E-Commerce Inventory Management Banking Sourcing 238

Everest Group

JULY 13, 2023

This is primarily due to the unprecedented rise of FinTechs, PayTechs, and neo-banks, which introduce faster, innovative, and convenient transaction methods such as Buy Now Pay Later (BNPL), digital wallets, Request to Pay (R2P), embedded payments, and digital currencies. Today, consumers have more payment options than ever before.

Service 246

Service Banking Insurance Healthcare 246

The Global Small Business Blog

OCTOBER 12, 2021

The program is brought to you by lead sponsor, Associated Bank , with assistance by supporting sponsor Foley & Lardner LLP. Without their support, this program would not be possible. You won't want to miss this – considered the Oscars for international trade.

Co-Sourcing 222

Co-Sourcing Banking Sales Sourcing 222

Everest Group

MAY 23, 2024

Vendor Management Systems The Vendor Management System (VMS) is gaining importance as organizations seek solutions to manage their contingent workforce. Companies across industries and geographies, including previously untapped segments like the mid-market, now rely on contingent workers to meet business demands.

Management 130

Management Sourcing Analytics Insurance 130

The Global Small Business Blog

AUGUST 6, 2024

Special thanks to wegg's sponsors as noted in the graphic: Associated Bank, FedEx, Union Pacific, LuxLined™, Global Care Clinical Trials, RBC Wealth Management and APCO. To learn more and to register free of charge, visit here.

Manufacturing 266

Manufacturing Banking Collaborations Business Development 266

Everest Group

MARCH 23, 2023

The report will assist key stakeholders, such as banks, financial institutions, and providers, in understanding the current capital markets service provider landscape and making informed sourcing and partnership decisions.

Marketing 246

Marketing Robotics Process Automation Service Insurance 246

Everest Group

MAY 24, 2024

The wealth management industry has evolved over the years, transitioning from reputation-driven models to technology-led advisory services. Read on to uncover how wealth management firms can develop a digital blueprint to navigate the next digital frontier and better serve their clients in an increasingly hybrid and personalized landscape.

Advisory 147

Advisory Management Banking Infrastructure Costs 147

Everest Group

NOVEMBER 9, 2023

What is the impact of work model (remote/hybrid/in-office) on talent management practices and brand perception? What are the top employee grievances, and what are your peers doing to alleviate them? What initiatives do best-in-class GBS organizations deploy to enhance overall brand perception? Who should attend?

Banking 130

Banking Marketing Service Human Resources 130

Redial

JULY 13, 2023

Is no news that the banking and finance industry ae facing some constant needs to adapt and continue to offer modern solutions. Staying ahead of the curve is crucial for banks and financial institutions to remain competitive, as clients, rightfully so, don’t forgive bad experiences, especially in terms of their money.

Banking 100

Banking Cybersecurity Advisory Nearshoring 100