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Published research · Complete archive2026 · 3396 notes

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Every published research note and standalone analysis, collected in one place and linked to its underlying sources.

Mar 11, 2026
How Fast Is AI Agent Adoption Eroding BPO Contract Volumes at Concentrix and TTEC?
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Mar 11, 2026
Who Wins the $500B Contact Center AI Disruption — NICE, Salesforce, or the New Entrants?
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Mar 11, 2026
Does Northern Trust's Technology Wedge Change the Long-Term Fee Economics of ETF Custody for All Three Players?
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Mar 11, 2026
How Much Fee Compression Can BNY and State Street Absorb Before ETF Custody Margins Turn Negative?
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Mar 11, 2026
At What AI Agent Attach Rate Does CCaaS Revenue Mix Shift Structurally — and Who Gets There First?
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Mar 11, 2026
NICE vs. Five9 vs. Verint: Which CCaaS Platform Is Most Ready to Monetize AI Agents by 2027?
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Mar 11, 2026
How Much of BNY and State Street's AUC Revenue Is Exposed to Northern Trust's Technology-Led Custody Push?
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