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Analyst Relations

Review our recent recognitions in reports from leading market analysts and advisors.

Everest Group

Everest Group Report Highlights the Growing Role of Intelligent Document Processing in Modernizing Public Sector Service Delivery

NelsonHall

XBP Global Recognized as a Leader in NelsonHall’s NEAT vendor evaluation for Healthcare Payer Agility and Innovation 2026

All Reports

Strong Performer

Forrester Wave Task-Centric Automation Software, 2024

Disruptor

Revenue Cycle Management (RCM) Business Process Transformation RadarView™, 2025

Leader

Strategic Insights in Revenue Cycle Management NEAT, 2025

Leader

Medical Coding Operations PEAK Matrix® Assessment

Star Performer

Intelligent Process Automation (IPA) Solutions PEAK Matrix®, 2025

Market Challenger

ISG Provider Lens™ Finance and Accounting Outsourcing (FAO) Services, 2025

Leader

Intelligent Automation in Healthcare – Solutions PEAK Matrix®

Leader

Healthcare Payer Agility and Innovation, 2026

Niche Player

Magic Quadrant for Finance & Accounting Business Process Outsourcing, 2024

Major Contender

Financial Crime and Compliance (FCC) Operations Services PEAK Matrix®, 2025

Disruptor

Talent Acquisition Business Process Transformation RadarView™, 2025

Major Player

MarketScape: U.S. RCM Service Solutions, 2025

Disruptor

Finance and Accounting Business Process Transformation RadarView™, 2025

Major Contender

Banking Operations – Services PEAK Matrix®, 2025

Major Player

MarketScape: Worldwide Finance and Accounting Business Process Services in the Cloud, 2023

Product Challenger

Provider Lens™ Healthcare Digital Services – U.S., 2024

Major Contender

Finance and Accounting Outsourcing (FAO) PEAK Matrix® Assessment, 2025

Emerging Player

Finance & Accounting Hackett Value Matrix™, 2023

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Get 2.6x ROI

Master Intelligent Document Processing in 90 Days

This latest report by
Everest Group and XBP Global
reveals how IDP transforms manual public sector
backlogs into high-speed automated workflows.

Key Takeaways:

223% ROI achieved by year three
2.6x returns on implementation costs.
90-day win with a proven pilot roadmap.
AI-powered results that eliminate administrative strain.

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Banking & Payments
- Lockbox Services Accelerate receivables processing by outsourcing payment collection.
- Payment Processing/Enablement Secure and efficient solutions for processing various types of payments.
- Check Clearing/Digitisation Digitize and automate check processing for faster clearing.
- Know Your Customer (KYC) Solutions for verifying customer identities to comply with regulations.
- Verification of Payee (VOP) Confirm payee details to prevent payment fraud.
- Confirmation of Payee (CoP) Frictionless payments, and protection from Push Payment Fraud
- Request to Pay (RtP) Accounts, biller/payer messages, and payments on one platform
- Exchange for Bills and Payments Platform (XBP) A robust platform for managing bills, payments, and financial transactions.
- Mortgage & Loan Management Automated mortgage and loan origination management
Enterprise Information Management
- Intelligent Document Processing Creates structured, usable digital data from digital documents
- Document Digitization Digitise paper and the data within them to reduce costly paper storage
- Digital Mailroom (DMR) Digitise incoming mail with a complete digital mailroom automation service
- Document Records Management Secure, end-to-end record management services
- Data input/Keying Services Manual data input for documents of any size
- Data Visualisation Visualise your data and work from one central source of truth
- Big Data Analytics Make sense of the information overload with big data analytics
Healthcare Services
- Lockbox Services Accelerate receivables processing by outsourcing payment collection.
- Healthcare Provider Services Comprehensive services supporting healthcare providers in managing operations.
- Healthcare Payer Services Solutions assisting healthcare payers with claims, benefits, and member management.
Integrated Marketing Communications
- Marketing Execution Services Full-spectrum services for executing marketing campaigns and strategies.
- Enterprise Print Services Managed solutions for all enterprise printing needs, from production to distribution.
- Contact Centre Services A selection of inbound and outbound contact centre services
Agentic AI
- AI-Powered Virtual Agents & Chatbots Deliver immediate, personalized support on all channels - 24/7
- AI-Powered Email Automation Take control of your email to reduce bottlenecks and speed up communication
- AI Social Media Integration Manage the conversation - respond or comment at scale, with speed and consistency
- Healthcare AI Transform end-to-end medical coding with a purpose built AI-powered platform
- AI-Driven Insights & Analytics Tackle the data overload and turn unstructured data into useable information
- AI Workflow Automation Empower teams to automate tasks, collaborate, and continuously improve
Finance & Accounting Transformation
- Procure to Pay End-to-end automation of procurement and accounts payable processes.
- Order to Cash Optimize processes from sales order to cash collection.
- Record to Report Streamline financial closing and reporting processes.
- Financial Planning & Analysis Tools and services for effective budgeting, forecasting, and performance analysis.
- Expense Management Automate and simplify expense reporting and approval processes.
- EBPP / Invoice to Pay Electronic bill presentment and payment solutions for efficient invoicing.
- ERP Data Consolidation Integrate and consolidate data from disparate ERP systems for unified insights.
- Exchange for Bills and Payments Platform (XBP) A robust platform for managing bills, payments, and financial transactions.
Digital Office
- Intelligent Lockers Smart locker systems for secure storage and asset management.
- Digital Mailroom (DMR) Digitize incoming mail for faster processing and distribution.
- Digital Signature Secure electronic signatures for efficient document workflows.
- Ethics Reporting Confidential platform for reporting ethical concerns and compliance issues.
- Workforce Management Tools for optimizing scheduling, attendance, and productivity of your workforce.
- Document Scanning Convert physical documents into digital formats for easy access and storage.
Workplace Experience
- Digital Mailroom (DMR) Digitise incoming mail with a complete digital mailroom automation service.
- On Demand Workplace Teams Governed, Scalable, and Enterprise-Ready - On-Demand Teams as a Service.
- Intelligent Lockers Smart locker systems for secure storage and asset management.
- Reception & Concierge Professional front desk experiences that make workplaces feel organized, welcoming, and supported.
- Switchboard & Communications Professional call handling and seamless workplace communication.
- Space & Facilities Management Smartly managed spaces that stay ready, welcoming, and productive.
Legal Administration
- Settlement Administration Centralized, compliant, and fraud-secure settlement administration for complex cases at scale.
- Remediation End-to-end remediation with defensible methods, governed controls, and transparent reporting.
- Legal Notice Programs Right-sized legal notifications with expert design, multi-channel reach, and transparency.
- Government Services Centralized services for consistent, timely, and compliant program outcomes.
- Data Breach Response Rapid breach response with secure, compliant, and scalable notification programs.
Human Capital Transformation
- Staff Augmentation Provide skilled personnel to supplement existing teams on a project or long-term basis.
- Recruitment Process Outsourcing Outsource parts or all of the recruitment function to enhance efficiency.
- HR Business Partner Services Strategic HR support aligning HR initiatives with business goals.
- Learning and Development Programs and platforms for employee skill enhancement and career growth.

Banking and Finance
- Confirmation of Payee (CoP) Frictionless payments, and protection from Push Payment Fraud
- Verification of Payee (VOP) AI-Driven Fraud Prevention with Powerful Name Matching, Easy Integration, Expert Support.
- Request to Pay (RtP) Accounts, biller/payer messages, and payments on one platform
- Mortgage & Loan Management Automated mortgage and loan origination management
- Payment Processing/Enablement Supporting collaboration between buyers, suppliers, and financial institutions
- Cross Border Payments Fast, efficient payments - beyond borders, and without delay
- Cheque Clearing/Digitisation Automated check processing to support cash flow
- Know Your customer (KYC) Digitise onboarding, documents, identity verification, and more
Governmental Institutions
- Banking & Finance Software tools to help financial service providers cut costs, improve accuracy, and automate workflows
- Public Information Management Scan, process and digitise documents, while gathering mineable data for use in tracking and analysis
- Business Process Management Scan, process and digitise documents, while gathering mineable data for use in tracking and analysis
- Cloud & AI Technology Making AI drive the growth, efficiency, and innovation of your enterprise
- Integrated Marketing Communications A connected solution that helps to optimise communications over physical and digital channels
- Digital Workplace (Work From Anywhere) Workplace technologies and digital tools to enable remote working
- Centre of Excellence Transform your organisational processes for the long term by building a centre of excellence
Healthcare Services
- Lockbox Services Accelerate receivables processing by outsourcing payment collection.
- Healthcare Provider Services Comprehensive services supporting healthcare providers in managing operations.
- Healthcare Payer Services Solutions assisting healthcare payers with claims, benefits, and member management.
Enterprises
- Banking & Finance Software tools to help financial service providers cut costs, improve accuracy, and automate workflows
- Enterprise Information Management Scan, process and digitise documents, while gathering mineable data for use in tracking and analysis
- Business Process Management Processes and workflows are automated to digitally transform manual processes, while smart analytics support forecasting
- Cloud & AI Technology Services Making AI drive the growth, efficiency, and innovation of your enterprise
- Integrated Marketing Communications A connected solution that helps to optimise communications over physical and digital channels
- Digital Workplace (Work From Anywhere) Workplace technologies and digital tools to enable remote working
- Centre of Excellence Transform your organisational processes for the long term by building a centre of excellence
Small and Medium Sized Businesses
- XBP (SMB) Automate tasks to fast-track accounting processes
- DMR (SMB) Get mail digitised with automated digital mailroom services
- Drysign Go paperless with a legally compliant e-signature
- XBP Beats Maximising team efficiency for efficient workflows
- Peri Full control of your Business Expenses
- Go Speak Up Anonymously report bullying, highlight positive experiences and share appreciation

LATEST INFO

XBP Global Holdings, Inc. Reports First Quarter 2026 Financial Results

XBP Global Announces Exploration of Strategic Alternatives to Enhance Value For All Stakeholders

XBP Global Holdings, Inc. (“XBP Global” or “the Company”) (NASDAQ: XBP), a multinational technology and services company orchestrating mission-critical systems that enable hyper-automation and digital transformation, today announced that its Board of Directors has initiated a formal process to explore and evaluate a range of strategic alternatives to maximize value for all stakeholders, including the Company’s shareholders.

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