Everest Group

JANUARY 24, 2025

The global wealth management industry is undergoing a seismic shift, as regional nuances increasingly shape market strategies. This blog explores regional trends, the role of leading technology providers, and publicly announced deals that exemplify these dynamics, read on to find out more. Reach out to discuss this topic in depth.

Advisory 130

Advisory Management Banking Government 130

Everest Group

MARCH 6, 2025

In the final blog of our series, we will explore how BPS providers are refining their go-to-market strategies, through advisory capabilities, technology investments, and ecosystem partnerships to stay ahead of this rapidly evolving market. Blog – Everest Group , which delves deeper into another topic regarding the banking sector.

Banking 130

Banking Out-Tasking Healthcare Retail 130

Everest Group

JULY 23, 2024

This blog explores how effective third-party risk management (TPRM) is crucial for identifying, analyzing, and controlling these risks, ensuring protection against potential breaches and vulnerabilities. Read on, or get in touch if you have specific queries on this topic.

Risk Management 147

Risk Management Risk Management Management Right-Sizing 147

Premier BPO

OCTOBER 1, 2024

It is estimated that poor data management costs businesses, on average, $15 million in losses. A well-structured database management system helps one make sense of this data: it filters out the noise and extracts what is essential by ensuring that data is stored, accessed, and used efficiently.

Management 240

Management BPO Co-Sourcing Government 240

Everest Group

JANUARY 22, 2024

Generative Artificial Intelligence (AI) is poised to revolutionize customer experience management (CXM) by creating personalized, empathetic, and more fulfilling experiences that drive brand loyalty and business growth.

Management 162

Management Regulations Sales Banking 162

Forrester Digital Transformation

NOVEMBER 22, 2021

The new PMA has three priorities: employee experience, customer experience, and managing the business of government. In this blog post I evaluate the CX priority and offer advice to implement it.

Management 246

Management Government 246

Everest Group

NOVEMBER 3, 2022

With the evolving technology landscape, real-time experience management, and explosion of data types, insurers are increasingly leveraging real-time insights to improve customer experience. In this blog, we will explore the potential benefits for carriers of unlocking data in the insurance value chain.

Insurance 246

Insurance Analytics Sourcing Efficiency 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

MAY 30, 2024

Cutting-edge digital technology is revolutionizing subscription management by providing organizations with real-time data-driven insights to enhance personalization, increase sales opportunities, optimize revenue, expand offerings, and retain customers. This has eliminated data silos and provided real-time data-driven insights.

Management 147

Management Analytics Outsourcing Customer Support 147

Everest Group

JULY 26, 2024

This blog explores how GBS organizations should move beyond their comfort zones when it comes to managing hybrid models, finding a balance for in-house and outsourced resources. There are inherent, real challenges in the way we manage our hybrid GBS models today. Today, the norm is a hybrid of both resourcing models.

Management 147

Management Right-Sizing Global Business Services Government 147

Everest Group

SEPTEMBER 9, 2024

In an era of rapid digital transformation, organizations are increasingly turning to Change Management (CM) platforms to navigate complex transitions, however are many of these efforts meeting expectations? As organizations grapple with these challenges, the demand for robust change management platforms has surged.

Management 130

Management Global Business Services Advisory Automation 130

Everest Group

APRIL 10, 2024

Amid healthcare providers’ ongoing struggles with Revenue Cycle Management (RCM) inefficiencies, a new wave of outsourcing is emerging, centered around value and technology-driven solutions like AI and analytics. To discuss the Revenue Cycle Management outsourcing market, contact Abhishek AK , Ankur Verma , and Ishita Aggarwal.

Management 147

Management Healthcare Robotics Process Automation Analytics 147

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

Everest Group

FEBRUARY 2, 2023

Read on to discover the future of blockchain in this blog. Banks are using blockchain to help manage the documents needed for completing a trade transaction, including contracts, letters of credit, bills of lading, import/export licenses, insurance certificates, and more.

Banking 246

Banking Service Right-Sizing Automation 246

Everest Group

AUGUST 2, 2024

Analogous business experience: Career trajectory moving from sales management into GBS? Managing a region? Reputation as a good manager, not just a GBS operative: When the enterprise views GBS and its leader’s value in broad business terms, it sees it as a fully aligned backbone rather than a management trend.

Jobbing 162

Jobbing Global Business Services Finance Sales 162

Everest Group

SEPTEMBER 25, 2024

The key is a harmonious blend of technology, human interaction, and personalized messaging – as our analysts have mapped out within this blog. Leveraging data for personalized HCP interactions To truly deliver personalized HCP interactions, enterprises must address common data management challenges.

Healthcare 162

Healthcare Sales Flexibility Management 162

Everest Group

AUGUST 5, 2024

This blog is the first in a series that will highlight tech providers and how integrated tech solutions can empower enterprises to meet CX challenges and seamlessly connect various tools for improved productivity and data flow. Additionally, marketing solutions like content management systems and social media tools are crucial.

Sales 162

Sales Analytics Collaborations Marketing 162

The Global Small Business Blog

JULY 13, 2023

©iStock/Blue Planet Studio Trade compliance management includes staying up to date on any import and export regulations that could impact your supply lines. This is a full-time responsibility and should be taken seriously, which is now evidenced in recent efforts to thwart “forced labor” in China.

Management 216

Management Regulations 216

Everest Group

FEBRUARY 27, 2024

By strategically partnering with third-party providers, enterprises can fully harness the potential of gen AI in customer experience management. However, successfully adopting and implementing gen AI requires overcoming expertise, data quality, and change management challenges. Let’s explore this further.

Management 162

Management Out-Tasking Outsourcing Efficiency 162

Everest Group

DECEMBER 7, 2023

Note, this blog is part of Everest Group’s continued coverage of COP28. Navigating COP28: Insights On The Evolving Landscape Of Sustainability | Blog – Everest Group (everestgrp.com) COP28 marks a crucial moment for discussions on moving from fossil fuels to renewables.

Regulations 173

Regulations Efficiency Sourcing Marketing 173

Groove Technology

OCTOBER 14, 2021

That’s why software development management techniques play an important role in the success of your outsourced projects. In outsourcing development, project management and planning are also popular. Let’s find out together 5 useful management tips and tricks that can reduce risk and maximize your chances of success.

Software 246

Software Outsourcing Management Out-Tasking 246

Everest Group

FEBRUARY 22, 2024

Delve into this transformative shift and potential opportunities for enterprises and service providers in this blog. The next blog in this series will explore the hybrid Copilot strategy in detail. The future lies in adopting a hybrid approach, combining buying prebuilt solutions and building custom offerings.

Out-Tasking 162

Out-Tasking Cybersecurity Government Service 162

Everest Group

DECEMBER 7, 2023

This blog explores the top three themes we believe make their mark in the sea of announcements, initiatives, and even unspoken priorities. Read on for our analysis of the trends to pay attention to from AWS re:Invent 2023. Since attending AWS re:Invent from Nov. 27 to Dec. technology partners (large and small vendors), and others (e.g.,

Right-Sizing 173

Right-Sizing Collaborations Service Marketing 173

Everest Group

AUGUST 13, 2024

then brought dynamic, user-generated content, spurred by blogging platforms, smartphones, and social media. With information pouring in from various channels, managing and organizing this content becomes a herculean task. The content ecosystem has evolved dramatically since the 1990s. How does this impact me?

Out-Tasking 147

Out-Tasking Management Marketing Government 147

Everest Group

SEPTEMBER 12, 2023

Discover traits shared by the leaders, the industry outlook and hottest market segments, and other compelling insights from our research in this blog. Despite the onset of an economic slowdown in the last half of 2022, the market managed to maintain growth rates of around 11-11.5%.

Engineering 173

Engineering Service Manufacturing Research 173

Everest Group

NOVEMBER 19, 2024

GBS heads GCC heads Shared services leaders IT/BP department heads Global sourcing managers CIOs CTOs Anish Agarwal Vice President Rohitashwa Aggarwal Partner Shivi Pandey Practice Director Related Content: GBS Executive Insights: Key Issues for 2024 | Report Global Business Services (GBS) State of the Market 2023: Onward and Upward | Report Another (..)

Global Business Services 130

Global Business Services Shared Services Sourcing Marketing 130

Everest Group

MAY 21, 2024

In this blog, we delve into the impact of the Permanent Establishment (PE) tax within the realm of GBS. Here’s why: a) Place of effective management: Currently, the criteria for a foreign company to be deemed a resident in India is if its control and management are wholly situated in India.

Global Business Services 162

Global Business Services Service Regulations Pharmaceuticals 162

Everest Group

MARCH 5, 2024

This blog shares how Everest Group helped a large life sciences company negotiate best-in-class rates for Veeva Vaults and CRM during contract renewal negotiation. Customers also use Veeva professional services to implement Veeva products, manage programs, configure applications, integrate or migrate data, and garner sampling expertise.

Pharmaceuticals 162

Pharmaceuticals Right-Sizing Software Sales 162

Everest Group

APRIL 26, 2024

Life sciences enterprises are undergoing a generational shift, transitioning from outdated legacy customer relationship management (CRM) systems to modern Customer Experience Platforms (CXP). This shift has made it essential for enterprises to adopt an efficient channel management system.

Pharmaceuticals 162

Pharmaceuticals Analytics Sourcing Healthcare 162

Everest Group

MAY 14, 2024

Let’s share more about what we saw during our visit in this blog. Additionally, its IT services cover application management, testing, and low-code and no-code platform services. However, the Everest Group team quickly realized NextWealth’s operational model seamlessly combines the two worlds.

Impact Sourcing 162

Impact Sourcing Sourcing E-Commerce Jobbing 162

Everest Group

MAY 22, 2024

Generative AI (gen AI) is transforming the customer experience management (CXM) landscape, challenging traditional contact centers. Over the last 12+ months, we have seen a massive drop in the stock performance of nearly every publicly traded customer experience management (CXM) service provider.

Robotics Process Automation 173

Robotics Process Automation Right-Sizing Call Center Sourcing 173

Everest Group

DECEMBER 15, 2023

Learn more about how AI and D&A can work together to deliver exceptional CX in this blog. Read Everest Group’s Unleashing the Power of Data and Artificial Intelligence in Customer Experience Management (CXM) to gain a deeper view of how D&A and AI solutions contribute to deliver exceptional CX.

Analytics 162

Analytics Out-Tasking Cybersecurity Automation 162

Everest Group

MAY 21, 2024

This regulatory agility helps insurers avoid compliance-related pitfalls while enhancing their reputation for diligence and reliability Resource optimization: Actuarial outsourcing allows insurers to manage their resources more effectively.

Insurance 162

Insurance Outsourcing Flexibility Risk Management 162

Everest Group

APRIL 16, 2024

Financial implications During the transition to a dollarized economy, global companies may face challenges in hedging due to foreign exchange fluctuations, necessitating careful currency risk management and financial strategy adaptation to maintain profitability.

Banking 162

Banking Government Jobbing Risk Management 162

Everest Group

SEPTEMBER 12, 2024

Contracts must explicitly define the sources of data—whether they are server logs, IT service management (ITSM) ticket dumps, or other proprietary datasets. Enterprises need to actively monitor the origins of input data to ensure it has been legally procured.

BPO 130

BPO Sourcing Business Process Outsourcing Outsourcing 130

Everest Group

JANUARY 5, 2024

By effectively managing the content supply chain, enterprises can achieve greater productivity and scalability and produce high-impact content. Discover how the content ecosystem has evolved, explore the potential of generative Artificial Intelligence in reshaping the content supply chain, and gain insights into what’s next in this blog.

Marketing 162

Marketing Reduced Costs Managed Services Efficiency 162

Everest Group

NOVEMBER 30, 2023

Revenue Cycle Management (RCM) Platforms Revenue Cycle Management (RCM) platforms automate financial processes in the healthcare industry. Revenue Cycle Management (RCM) Platforms PEAK Matrix® Assessment 2023 What is in this PEAK Matrix® Report In this research, we assess 20 RCM platform providers on the RCM Platforms PEAK Matrix®.

Management 162

Management Healthcare Sourcing Sales 162