Navigating the route to accelerated efficiency and value in financial services

Operational Excellence in the financial services sector is being asked to deliver more than ever before – measurable performance improvements across both a project basis and across the enterprise, an exceptional services to customers and clients as a competitive difference, providing the backbone of compliance and risk initiatives to safeguard the business, plus be the drivers of cultural transformation.

Never before has the operations team been so front and centre as the focal point for a financial services organisations event.

The 11th Annual Operational Excellence in Financial Services Summit will be returning to New York in March 2017 to provide you with the strategies and solutions to complex operational excellence challenges including:

  •   Delivering customer excellence through operational initiatives
  •   Embedding digital transformation into process and operations
  •   Harnessing new technology for operational gain: automation, AI, analytics an beyond
  •   Aligning processes with your corporate objectives in financial services to meet the need s of the wider business
  •   Supporting organisational change through cultural and behavioural transformation
  •   Transforming end to end processes plus tackling project based quick wins

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Ask Yourself


Do you currently have an operational excellence strategy and systematic approach in place that is measurably improving the customer experience?


Are you effectively deploying an OpEx leadership strategy and managing cultural changes?


Can you identify what your most important operational processes are – those that are required for transformative change?


Is your operational framework guiding employees toward repeatable, optimized behavior and habits at the moment?


Do you know the most efficient ways to link customer feedback to process improvement?

If you answered no to any of these, then you need to be in New York this March. The 10th Annual Operational Excellence in Financial Services Summit is taking place in March, and promises an innovative and inspiring speaker faculty that will unveil their strategies and toolsets for embedding enterprise-wide operational excellence and creating habits that stick.

Whether you are currently struggling with workflow management, data and customer analytics, leadership engagement, business architecture, managing change or talent development (or all of the above), this year’s Operational Excellence in Financial Services Summit will help you go from passenger to driver in your quest for operational excellence.

Don't waste anymore time on OpEx strategies that may be costing your business time and money, reserve you seat today alongside Bank of America, BNY Mellon, Citi, BNP Paribas, Deutsche Bank and more.

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