Research & Insights

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Market Impact Report

From AI to outcomes: closing the value gap in non-bank lending

How non-bank lenders can close the gap between AI activity and measurable P&L impact with a self-funded model.

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Take 5 Report

With 71% targeting agent-readiness, build your engine before the storefront

59% of enterprises run agents for under 5% of revenue today, but expect 15% or more within two years.

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Highlight Report

Health plans must shift left to win for their members in the age of AI

Why health plans must shift left to prevention, using AI for faster prior auth and cost transparency.

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Take 5 Report

Fund the context layer and close the 2.5x AI ambition gap

Enterprise AI portfolios are stuck at task level because context is fragmented, unowned, and unfunded across Fortune 1000 firms.

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Highlight Report

Infosys + Optimum Healthcare IT: Infosys bought the ticket, and now it must win

Infosys's $459M Optimum Healthcare IT deal buys provider-market credibility, not yet the win.

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Point of View

The patient is the new payer, and self-pay must anchor the provider’s survival

Self-pay is the new margin lever for healthcare providers facing steep public funding cuts in 2026.

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Point of View

Margins won’t recover until health plans rewire delivery, not just add AI

At the HFS Roundtable in April, leaders agreed that health plan margins won't recover from bolt-on AI, and SAS rewires delivery.

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Point of View

AI alone won’t deliver always-on supply chains: Rewire or stay reactive

Why agentic AI alone won't make your supply chain always-on, and what CSCOs must rewire to close the gap.

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Innovation Case Study

Follow the Hiscox–Sutherland carrier playbook to turn AI into a sustainable competitive moat

Inside the Hiscox–Sutherland carrier playbook for turning AI into a sustainable competitive moat in commercial insurance.

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Point of View

Your AMS contract is a museum piece; four metrics replace your SLA dashboard

Effort-based AMS contracts are obsolete; CIOs need a 4P framework to capture value in the $1.5T Services-as-Software era.

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Highlight Report

CIOs: Evaluate Infosys’ AI reinvention in the only place that matters: execution

At its US AR Day, Infosys presented a newly packaged AI-First Value Framework as the solution to operationalizing AI.

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Take 5 Report

From ambition to AI Scale: The control framework AI leaders need

Senior enterprise leaders learn why governance confidence, not intent, is the real barrier to scaling AI safely beyond pilots.

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