Watch the annual Everest Group analyst relations webinar to hear highlights from the market study, “Mapping the Next: Key Priorities for 2025,” and to learn how AR professionals can identify their key priorities for 2025.

Everest Group experts Katrina Menzigian, Vice President, Alisha Mittal, Vice President, and Rajesh Ranjan, Managing Partner, talked through the leading AR priorities to consider for 2025 in order to help your organizations tackle key trends related to technology adoption, generative AI, digital transformation, customer experience, sustainability and more.

Attendees came away with a good understanding of the investments most likely to help analyst relations professionals drive value for their internal stakeholders, as well as actionable insights into building momentum during 2025.

What questions did the webinar answer for the participants?

• What are the key priorities that will shape overall technology and services markets in 2025?
• What are the specific ways in which AR teams can support their company in light of these priorities?
• How can AR teams position their expertise in working with analysts, and give visibility to research to better prepare their organization to compete in 2025?
  

Who should attend?

• Analyst relations professionals
• Advisor relations professionals

Greetings AR friends,

As we enter the final quarter of the year, it’s an exciting time to reflect on the key areas shaping our industry—none more dynamic than technology and software research. At Everest Group, we’ve invested significantly in this area, focusing on helping our clients navigate the evolving landscape of software, automation, cloud, and AI. In this edition of our Analyst Relations Newsletter, I’m thrilled to share some of the latest research and thought leadership that could help position your stakeholders to stay ahead of market shifts.

We’ve packed this issue with content that showcases the depth of our technology expertise—from groundbreaking insights on enterprise software ecosystems to our latest analyses of intelligent automation trends. I hope these resources will support you and your teams in making well-informed decisions as you plan for the year to come.

Speaking of planning ahead, it’s that time of year again: our annual AR Webinar is nearly upon us. I will be joined by Rajesh Ranjan, Partner, and Alisha Mittal, Vice President, to lead our annual Key Trends webinar and share what we see coming ahead in the next 12 months for the market. We’ll use this perspective to highlight how AR teams can drive value for their internal stakeholders throughout 2025. Register and join us on January 14th.

Let’s dive in!

Warm regards,
Katrina Menzigian
Vice President, Analyst Relations Engagement

Latest Thought Leadership and Research

Busting the Myth of Agentic AI: What It Is and How Is It a Leap over Existing Intelligent Automation (IA) Technologies? | Blog

BigTech’s Channel Evolution: A Framework for Unlocking Future Success in Strategic Alliances | Report

Conversational AI – State of the Market 2024 | Report

Leading 50 Core Banking Technology Providers 2024 | Report

Leading 50 Life & Annuities (L&A) Insurance Technology Providers 2024 | Report

Everest Group’s Artificial Intelligence (AI) Top 50 List: 2024 Report Shines a Spotlight on High-performance Organizations Across the Globe | Blog

Upcoming Webinar | AR Planning 2025: Key Priorities for Driving Value

Join the annual Everest Group analyst relations webinar to hear highlights from the market study, “Mapping the Next: Key Priorities for 2025,” and learn how AR professionals can identify their key priorities for 2025.

Everest Group experts Katrina Menzigian, Vice President, Alisha Mittal, Vice President, and Rajesh Ranjan, Managing Partner, will talk through the leading AR priorities to consider for 2025 in order to help your organizations tackle key trends related to technology adoption, generative AI, digital transformation, customer experience, sustainability and more.

Register

Client Success Stories

Everest Group partners with technology companies across the world to solve complex challenges. Here are a few recent success stories that might resonate with your teams.

• Pioneering Growth in EMEA with a Global Tech Giant
• Charting Success with Decentralized Clinical Trials
• Helping a Retailer Optimize Its Salesforce Cloud Contracts

Everest Group Events

Who’s Shaping the Future of Banking? The Leading 50 Core Tech Providers | LinkedIn Live

Trust & Safety: Pushing the Technological Frontier | LinkedIn Live

The Top Tech Innovators Revolutionizing Insurance with Cloud, Data, and AI | LinkedIn Live

Mapping the Next: Key Priorities for 2025 | Webinar

AR Planning 2025: Key Priorities for Driving Value | Webinar

See Us At

January 12, 2025 | National Retail Federation (NRF) Conference 2025, New York: Catch Manu Aggarwal and Abhilasha Sharma at NRF 2025

December 2-6, 2024 | AWS Reinvent, Las Vegas: Catch five of our best technology analysts at AWS’ flagship event

Popular Analyst Relations Resources

Analyst Relations Resources Page

Don’t forget to bookmark our AR Resources Page, which includes links to our Reports Portal, RFI Agenda, and key Analyst Relations documents to help you stay ahead of upcoming research initiatives. You can also see past issues of our AR Newsletters and replays of past events designed for AR professionals.

Sign up your colleagues and peers for Everest Group’s Quarterly Analyst Relations Newsletter
Help them stay current on Everest Group’s research and corporate happenings via our newsletter.

Everest Group’s Reports Portal: Home to All of Everest Group’s Content
Access our latest research, outcomes from our latest surveys and studies, on-demand webinars, and much more.

Everest Group RFI Introduction and Overview Document
This is a handy reference guide on the basics about Everest Group’s RFIs, guidelines on how to use our PEAK Matrix® Assessments, and FAQs.

Analyst Relations Best Practices

Did you know you can view Everest Group’s RFI Agenda at any time? This listing of all forthcoming Everest Group RFIs can be found on our public Reports Portal. It’s a great one to bookmark to help your team better plan its workflow. The RFI Agenda is right on the landing page. You can see all the critical info, such as study title, status, RFI launch date, publication date, and links to previous reports. Check it out!

VIEW EVEREST GROUP’S RFI AGENDA

PEAK Matrix® | Recent Releases

Consumer Loan Origination Systems (LOS) – Products PEAK Matrix® Assessment 2024 | Report

Employer of Record (EoR) Solutions PEAK Matrix® Assessment 2024 | Report

Life Sciences Next-generation Customer Engagement Platforms (CEPs) PEAK Matrix® Assessment 2024 | Report

Patient and Member Engagement Platforms PEAK Matrix® Assessment 2024 | Report

Digital Adoption Platforms (DAP) PEAK Matrix® Assessment 2024 | Report

Dear AR friends,

In a few short weeks my colleagues and I will attend and sponsor the Spotlight AR Summit 2024 in Kansas City. I hope to see many of you there! Come look for the Everest Group table and say hello. I’ll be joined by a few of your favorite analysts, Chirajeet (CJ) Sengupta and Abhishek Singh. Now is the time to contact any of us to set up- time to meet in KC!

But on to our regular newsletter business – I often hear AR professionals ask how they can help their internal sales and pursuit teams meet their targets. AR can be a valuable resource in supporting the actual pursuit and sales process. AR teams are uniquely positioned to know which research firms have capabilities and resources relevant to different phases of the deal lifecycle – from target setting to account identification to solution crafting and proposal benchmarking. For these reasons, AR teams have the opportunity to shift the questions from sales leadership away from, “How many deals did you bring me?”, to “How can you help me be better prepared to compete?” In my experience, this is a challenging bridge to cross, but once the nature of the conversation changes, AR begins to play a different role at the corporate level.

Join me and my colleagues to dive deeply into this dynamic. On September 25, I will host a LinkedIn Live to look at how Everest Group works with the providers of services and technology to enhance their competitiveness in the marketplace. You can learn more and register here.

Enjoy the tail-end of summer!

Sincerely,

Katrina Menzigian
Vice President, Analyst Relations Engagement

Featured Video 

Everest Group’s Spotlight AR Preview
Get a preview of Everest Group’s Spotlight AR Summit discussion points from Katrina Menzigian (Vice President, Analyst Relations Engagement) and Abhishek Singh (Partner, Research). Everest Group is a sponsoring partner at this year’s Spotlight AR Summit, taking place on September 30 – October 2 in Kansas City.

WATCH NOW 

Thought Leadership

Unpacking Medicare Prescription Payment Plan (MPPP): Implications and Opportunities for Health Plans and Pharmacy Benefit Management (PBM)  | Report

Data and Analytics (D&A) and AI – Review of Snowflake’s Product Launch at Data Cloud Summit 2024 | Report

BPS Top 50 – 2024 | Report

 The Promise of Generative AI in Clinical Development | Report

Winning Pricing and Solution Sizing Approaches in IT Outsourcing Deals | On-demand Webinar

Client Success Stories 

Everest Group works with companies across industries and geographies, and we love sharing our client success stories with you. Feel free to circulate these with colleagues who may be interested. Or please ask about other examples that may better target something you’re working on.
Discover how Everest Group experts helped:
• A top global bank redesign its delivery locations portfolio
• A tier-1 consulting service provider evaluate pricing and solution metrics

READ ON 

Everest Group Events

Spotlight AR Summit 2024

AR Impact: Supporting Growth through Proposal Precision | LinkedIn Live

A Skills-based Approach to Identifying, Developing, and Deploying the Right Talent | Webinar

Maximizing Value in Finance Transformations with S/4HANA | Webinar

One Voice, Many Languages: Exploring Language Translation & Accent Neutralization Tech | LinkedIn Live

See Us At

October 15-17: Catch Ronak Doshi at ITC Vegas, ITC’s insurance technology event

October 21-24 | Catch a full battery of Everest Group experts at UiPath Forward

October 27-30 | Catch Everest Group BFSI experts at Money 20/20, a Fintech event

Popular Analyst Relations Resources

Sign up your colleagues and peers for Everest Group’s Quarterly Analyst Relations Newsletter
Help them stay current on Everest Group’s research and corporate happenings via our newsletter.

Everest Group’s Reports Portal: Home to All of Everest Group’s Content
Access our latest research, outcomes from our latest surveys and studies, on-demand webinars, and much more.

Analyst Relations Engagement Center
Please visit our dedicated Analyst Relations Engagement page to see past issues of our AR Newsletters and replays of past events designed for AR professionals.

Everest Group RFI Introduction and Overview Document
This is a handy reference guide on the basics about Everest Group’s RFIs, guidelines on how to use our PEAK Matrix® Assessments, and FAQs.

Analyst Relations Best Practices

Did you know you can view Everest Group’s RFI Agenda at any time? This listing of all forthcoming Everest Group RFIs can be found on our public Reports Portal. It’s a great one to bookmark to help your team better plan its workflow. The RFI Agenda is right on the landing page. You can see all the critical info, such as study title, status, RFI launch date, publication date, and links to previous reports. Check it out!

VIEW EVEREST GROUP’S RFI AGENDA

PEAK Matrix® | Recent Releases

Finance and Accounting Outsourcing (FAO) PEAK Matrix® Assessment 2024 | Report

Conversational AI for IT Management Products PEAK Matrix® Assessment 2024 | Report

Lending Services Operations PEAK Matrix® Assessment 2024 | Report

Digital Interaction Intelligence Products PEAK Matrix® Assessment 2024 | Report

Digital Transformation Consulting Services PEAK Matrix® Assessment 2024 – North America | Report

Our expert team specializes in commercial and solutions analytics, such as pricing assurance, to guide organizations around the world to build highly productive deals in the market. Analyst relations (AR) teams can help their sales and go-to-market stakeholders harness these powerful capabilities to enhance competitive positions.

Watch this LinkedIn Live session to gain new insights into how Everest Group’s pricing expertise can advance go-to-market teams. Don’t miss the chance to ask questions live during the event!

During this collaborative LinkedIn Live session, we discussed:

How Everest Group can increase the competitiveness of deal pursuit activities of technology and service providers
The emerging segments within this ecosystem
Ways AR teams can enable key sales and go-to-market stakeholders to build productive engagements

Everest Group is a sponsoring partner for the Spotlight AR Summit on September 30 – October 2, 2024 at the Loews Hotel, Kansas City. Join Everest Group’s Katrina Menzigian, Vice President, Abhishek Singh, Partner, and Chirajeet Sengupta, Managing Partner, at the event to discuss all things Everest Group and analyst relations.   Visit their exhibition space to discuss how Everest Group can assist in your analyst relations programs. Everest Group provides the necessary tools and resources to help you source valuable information to create impact for your organization, such as our PEAK Matrix® Assessments, memberships, bespoke projects, analytics, and other related research and advisory services.

Learn more about Spotlight AR Summit

Katrina Menzigian
Vice President, Everest Group

Abhishek Singh
Partner, Everest Group

Chirajeet Sengupta
Partner, Everest Group

Ashish Sehdev
Vice President, Everest Group

Dear Colleagues,

As the heat of summer begins to settle in in many parts of the world, my mind can’t help but wander to thoughts about, “How hot will this summer be?” and “Will La Nina cause more rain this year?” Global weather patterns have become the stuff of everyday life. Similarly, we’re all more attuned today to the societal implications of how we interact with the world, our role as consumers, and how we do business, among others. The topic of sustainability across all its manifestations is one that several years ago Everest Group committed to addressing because, as one of our Managing Partners said, “It’s the right thing to do.” Since then, we have continued to build out our coverage areas, our perspectives, our networks, and our research teams. We have worked with many companies, both providers and enterprises, to share guidance, learn from each other, and map out a wide range of future visions.

It’s been two years since this AR Newsletter featured our sustainability practice, so today, we’ll cover what we’ve learned and where we’re taking our practice. You’ll learn about the analysts leading this effort and how Everest Group is bringing its unique lens on global services to the sustainability discussion to help providers and enterprises alike further their own initiatives related to people, profit, and the environment.

Best Regards

Katrina Menzigian
Vice President, Analyst Relations Engagement

Thought Leadership

Driving Sustainability in Retail and CPG Industry: A Business Model Transformation Approach | Report

From Risk Mitigation to ESG Leadership: The Untapped Potential of Managed Detection and Response (MDR) | Report

Decoding the EU AI Act: What it Means for Financial Services Firms | Blog

Everest Group Talent Demand Growth Index | India IT Services | Blog

From Buzzwords to Reality: Impact Sourcing and AI for Social and Business Advancement | Blog

Client Success Stories

Everest Group works with companies across industries and geographies, and we love sharing our client success stories with you. Feel free to circulate these with colleagues who may be interested. Or please ask about other examples that may better target something you’re working on.
Discover how Everest Group experts helped:

• A leading pharmaceutical company renew its Salesforce contract
• A leading professional services company assess the technology sustainability capabilities of competitors and partners across Europe

READ ON

Featured Video 

Everest Group Engage | The Event for Global Shared Services, Sourcing, Vendor Management, CX Leaders 

Learn about the upcoming event, Everest Group Engage: The Pragmatic Edge. This conference from September 30 – October 2 is designed to be a concentrated, high-impact course with hands-on, outcome-rich engagement between you, our experts, and the key ecosystem influencers who can ensure your success.

WATCH NOW 

Everest Group’s Latest Sustainability Research

Join Everest Group’s, Katrina Menzigian, Vice President, Analyst Relations Engagement, and Rita Soni, Principal Analyst, Impact Sourcing & Sustainability Research, to hear about Everest Group’s sustainability efforts company wide, including new research diving into people and social needs and how to get involved through impact sourcing, the latest in ways businesses can improve the environment, and how to create a business case from these sustainability initiatives.

WATCH NOW

Everest Group Events

London Breakfast Briefing | Local Networking Event Focused on the Adoption of Gen AI Across Industries

Strategic Sustainability Partnerships: Aligning Objectives for Long-Term Impact | On-demand Webinar

Countering Volatility in the Tech Talent Market: Technological Solutions | LinkedIn Live

Impact Sourcing: The Asset Enterprises Could Be Missing | LinkedIn Live

Marketing in 2024: Findings from Our CMO Priorities Survey | Webinar

Popular Analyst Relations Resources

Sign up your colleagues and peers for Everest Group’s Quarterly Analyst Relations Newsletter
Help them stay current on Everest Group’s research and corporate happenings via our newsletter.

Everest Group’s Reports Portal: Home to All of Everest Group’s Content
Access our latest research, outcomes from our latest surveys and studies, on-demand webinars, and much more.

Analyst Relations Engagement Center
Please visit our dedicated Analyst Relations Engagement page to see past issues of our AR Newsletters and replays of past events designed for AR professionals.

Everest Group RFI Introduction and Overview Document
This is a handy reference guide on the basics about Everest Group’s RFIs, guidelines on how to use our PEAK Matrix® Assessments, and FAQs.

Analyst Relations Best Practices

Did you know you can view Everest Group’s RFI Agenda at any time? This listing of all forthcoming Everest Group RFIs can be found on our public Reports Portal. It’s a great one to bookmark to help your team better plan its workflow. The RFI Agenda is right on the landing page. You can see all the critical info, such as study title, status, RFI launch date, publication date, and links to previous reports. Check it out!

VIEW EVEREST GROUP’S RFI AGENDA

PEAK Matrix® | Recent Releases

Adobe Services PEAK Matrix® Assessment 2024 | Report

Vendor Management Systems (VMS) PEAK Matrix® Assessment 2024 | Report

Intelligent Process Automation (IPA) Solutions PEAK Matrix® Assessment 2024 | Report

SAP Business Application Services for Mid-market Enterprises PEAK Matrix® Assessment 2024 | Report

View the event on LinkedIn, which was delivered live on Wednesday, May 8, 2024.

Watch this LinkedIn Live session with Everest Group’s Kriti Gupta, Practice Director, Katrina Menzigian, Vice President, and Nisarg Shah, Practice Director, for an example-focused discussion on Everest Group’s research into technology provider and platform markets.

Using two vertical segments, Healthcare and Life Sciences , and Banking, Financial Services, and Insurance , our experts explored how our research-based approach helps identify technology product market opportunities and develop effective go-to-market strategies and positioning.

What questions did this LinkedIn Live answer for the participants?

1. What technologies and platform markets does Everest Group cover?
2. What is unique about Everest Group’s approach to its coverage of technology provider and platform markets?
3. What kinds of business challenges and objectives are the target of Everest Group’s technology product research?