Forrester Digital Transformation

SEPTEMBER 28, 2021

Banks and other financial services firms always ask: “What are the others doing?” Source: Financial Services Firms Have Solid […].

Service 246

Service Banking Sourcing Information Technology 246

Forrester Digital Transformation

FEBRUARY 11, 2022

In 2022, banks are refocusing their efforts on innovation, sustainability, and IT improvements.

Banking 242

Banking Finance Service 242

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

MARCH 23, 2023

Capital Markets Operations – Services PEAK Matrix® Assessment The capital markets operations landscape is rapidly evolving as enterprises strive to meet the demands of a new generation of customers, reduce cost pressures in a recessionary environment, and adhere to regulatory changes.

Marketing 246

Marketing Robotics Process Automation Service Insurance 246

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

The demand for Payments Business Process Services (BPS) continues to surge as enterprises navigate intensifying cost pressures, growing compliance complexities, and shifting customer expectations. issuing banks, acquiring banks, card networks) remains central to the Payments BPS growth story.

Banking 130

Banking Out-Tasking Healthcare Retail 130

Everest Group

JANUARY 27, 2025

The Integrated Banking & Financial Services Market is evolving with a focus on seamless digital ecosystems, advanced analytics & CX.

Banking 130

Banking Marketing Service Analytics 130

Everest Group

NOVEMBER 10, 2023

Webinar Realize your Embedded Finance and Lifestyle Banking strategy November 16, 2023 8:00 AM PT | 11 AM ET Join Everest Group Practice Director Kriti Seth in this upcoming webinar to discover how innovative platforms empower financial institutions to navigate the evolving banking regulatory landscape and revolutionize customer experiences.

Banking 162

Banking Finance Insurance Regulations 162

Everest Group

AUGUST 30, 2024

The panel will discuss current applications of AI in the banking and financial services industry, showcasing how these technologies are not just futuristic concepts but present-day tools driving operational efficiency and customer satisfaction.

Banking 130

Banking Service Government Insurance 130

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 Retail 162

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. These banks will need to assess their portfolios and provide assurance to their customers.

Banking 130

Banking Service Right-Sizing Risk Management 130

The Global Small Business Blog

FEBRUARY 26, 2024

©iStock/FeelPic What's affecting me, my clients, my colleagues and other global small business owners: Global small businesses need financial services , not charity. Today’s small businesses face extraordinary multi-layered challenges on local, state, national and global levels. Here's why.

Service 263

Service Retail Banking 263

Everest Group

MARCH 23, 2023

Capital Markets Operations – Services PEAK Matrix® Assessment The capital markets operations landscape is rapidly evolving as enterprises strive to meet the demands of a new generation of customers, reduce cost pressures in a recessionary environment, and adhere to regulatory changes.

Marketing 217

Marketing Robotics Process Automation Service Insurance 217

Everest Group

DECEMBER 30, 2022

Banking and Financial Services. VIEW THE FULL REPORT.

Banking 130

Banking Service Marketing Sourcing 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. Its next evolution – open finance – holds the promise to greatly enhance the customer experience and empower users of financial services.

Banking 147

Banking Finance Research Accounting 147

Everest Group

NOVEMBER 15, 2022

ESG Implementation in Banking and Financial Services. VIEW THE FULL REPORT.

Banking 130

Banking Service Marketing 130

Everest Group

OCTOBER 4, 2024

What does it mean for the banking and financial services industry? Agentic AI is a transformative force driving exponential growth for banks by revolutionizing customer engagement, decision-making, and operational efficiency.

Banking 130

Banking Out-Tasking Service Automation 130

Forrester Digital Transformation

FEBRUARY 9, 2023

It’s no secret that in today’s business climate, corporate banks are feeling the squeeze. Now is the time when corporate banks change the way they serve clients. They must start employing a mix of digital and human-enabled services that will enrich the client […]

Banking 130

Banking Automation Service 130

Everest Group

FEBRUARY 26, 2024

billion acquisition of Discover Financial Services would combine two of the largest credit card companies, creating the most dominant US credit card firm. This deal holds the potential to significantly impact the banking and financial services (BFS) IT services market and providers. Capital One’s planned US$35.3

Banking 147

Banking Risk Management Risk Management Marketing 147

Forrester Digital Transformation

NOVEMBER 7, 2022

Functionality in retail and corporate banking is not highly differentiating anymore. In the future, only those that can support partner solutions in their ecosystem seamlessly can fully cope with banking industry's expanding requirements.

Banking 130

Banking Software Retail Service 130

Everest Group

FEBRUARY 16, 2024

Financial Crime and Compliance (FCC) Operations Services The Financial Crime and Compliance (FCC) operations landscape is rapidly expanding within the Banking and Financial Services (BFS) industry.

Co-Sourcing 173

Co-Sourcing Banking Service Advisory 173

McKinsey & Company

APRIL 27, 2023

Mambu co-founder Eugene Danilkis talks about how banks can approach core technology transformation and keep up with the fast pace of change, then offers his take on the future of human interaction.

Banking 145

Banking Service 145

Everest Group

OCTOBER 25, 2021

No-Code Technologies. VIEW THE FULL REPORT.

Banking 189

Banking Marketing Service 189

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

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! ? ? ?

Banking 271

Banking Legal Services Finance Sourcing 271

Everest Group

OCTOBER 31, 2022

industry, Metaverse, and Decentralized Finance; seven steps to prepare for the future of financial services. . DALLAS, October 31, 2022 — The future of financial services will be reshaped by exponential technologies such as Web 3.0, Report describes current BFSI uses cases, transformative potential, and challenges of the Web 3.0

Banking 130

Banking Advisory Service Co-Sourcing 130

Premier BPO

JUNE 28, 2024

CX leaders believe investing heavily in AI across virtually every stage of the customer journey should improve the CX, with 65% of CX leaders saying that traditional customer service methods are outdated compared to the efficiency of AI and bots. Best Practices for AI & Self-Service 3. References 1. IBM Global AI Adoption Index 4.

Customer Service 246

Customer Service BPO Service Co-Sourcing 246

Everest Group

MAY 22, 2024

The latest Forces & Foresight research by Everest Group highlights the beginning of a turnaround in the services industry’s growth. How a service provider aligns with the right set of forces will become key to competitive success. While the differential still exists, we are seeing more confidence in service providers.

Service 173

Service Banking Right-Sizing Research 173

Forrester Digital Transformation

NOVEMBER 15, 2022

Forrester has been tracking emerging capabilities, products, services, and features that customers will expect and demand on banks’ apps in the next three years. Here are three mobile banking features from the second of two reports we’ve recently released: Carbon footprint tools and green financial products.

Banking 130

Banking Service 130

McKinsey & Company

JULY 13, 2022

Banking distribution needs to account for the evolving interdependencies between channels. Accelerating digital and upgrading the physical experience to “phygital” offers a viable solution.

Banking 145

Banking Retail Accounting Service 145

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? Financial services have been significantly impacted by the Australian recession. rose in the quarter and 7.3%

Banking 130

Banking Outsourcing Marketing Regulations 130

McKinsey & Company

DECEMBER 18, 2023

Macroeconomic, technological, regulatory, market structure, and product changes mean corporate and investment banks must take new approaches to tackling the opportunities and challenges ahead.

Banking 144

Banking Marketing Finance Service 144

Everest Group

JULY 16, 2024

Private Equity (PE) IT Services PEAK Matrix ® Assessment As the digital landscape continues to evolve, IT services have become indispensable for Private Equity (PE) firms and their portfolio companies to drive value creation and operational excellence.

Service 162

Service Streamline Operations Banking Analytics 162

Everest Group

JULY 23, 2024

Live Webinar What’s Next in Financial Services? IST The Banking, Financial Services, and Insurance (BFSI) industry is undergoing major business and IT transformations amid current challenging macroeconomic, geopolitical, and regulatory environments. What is the role of AI in the financial services transformation?

Sourcing 162

Sourcing Insurance Service BPO 162

Forrester Digital Transformation

SEPTEMBER 22, 2022

Banks around the world are bracing themselves for tougher economic conditions amidst record inflation, rising interest rates, and the war in Ukraine. Forrester has been tracking shifts in retail consumer banking to help banks better understand how to adapt to — and capitalize on — these shifts.

Banking 26

Banking Retail Service 26

Everest Group

SEPTEMBER 25, 2024

This new, diverse leadership team is expected to drive growth and innovation at FNZ, with a focus on integrating technology to enhance client experiences and operational efficiency.

Banking 147

Banking Management Analytics Insurance 147

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. Given their unique vulnerabilities, what do financial services institutions need to consider when migrating to the cloud?

Banking 115

Banking Automation Regulations Sourcing 115