March 25 - 27, 2019 | Austin, TX

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Download the 2018 Full Agenda

The biggest gathering of OPEX professionals from financial institutions, the most progressive program and the leading event covering all aspects of delivering operational excellence thought-leadership for your business.Download the agenda80+ financial s ...

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Blended toolkit – Why fluidity and a customized approach are best for process excellence

Derek Miers, Principle Consultant at Forrester Research explains why a blended, more customized approach to process excellence will provide more agility and a greater level of success to businesses than a rigid approach to a single discipline.

5 Tips to Get Your OPEX Program on the Fast Lane to Strategy

A handy eBook discussing 5 tips to get your OPEX strategy aligned and delivering a healthy ROI. Key takeaways include: •    How to retain and attract new customers in order to grow •    Th ...

The best of both worlds: Integrating large organizations, processes and cultures

How do you roll out broad, sweeping changes without encountering massive resistance? How do you ensure that during such a large transition, the company remains steadfast in its goals and quality of service? Ahead of Operational Excellence Financial Services New York in March, PEX Net ...

A Global Bank's Robotic Process Automation Journey

We speak to Vratul Mittal, Business Transformation and RPA Leader, about his time at Barclays, as we look at the ways RPA is impacting the financial institution.

THE Financial Services Operational Excellence Heat Map

Financial services are undergoing rapid digital transformation, emerging technologies such as Blockchain and Robotic Process Automation present great challenges and opportunities for the industry. Coupled with an environment of low interest rates and increasing regul ...

OPEX in Financial Services - Meet Vartul Mittal

Vartul Mittal, Business Transformation and RPA Leader, Financial Services, will be speaking at the 11th Annual Operational Excellence in Financial Services, taking place March 2017. We took a minute to call Vartul ahead of the event to find out more about him and what he hopes to bring to the summi ...

Robotic Process Automation – Beyond the Hype

Ahead of the 11th Annual Operational Excellence in Financial Services Summit, we caught up with key speaker Huw Pattinson, Business Solutions and Automation Leader, ANZ. In this exclusive interview, Pattinson speaks to the PEX Network about where the most potential for Robotic Process Automation (RP ...

OPEX in Financial Services 2018 Attendee List

Discover who is already attending Operational Excellence in Financial Services....

Operational Excellence in Financial Services – Speaker Industry Insight

Over the last decade we have witnessed dramatic technological change impacting business on all levels. The challenge for every financial institution is keeping a pace of that change and selecting the right technologies to improve their operational effectiveness. The level and com ...

Operational Excellence in Financial Services 2017 Show Report

Powered by the PEX Network, all the speakers, attendees, and spon ...

Money Talks: Interview with Paymency's CEO

We chat to Gary Lewis Evans, CEO at Paymency, about the challenges and opportunities in emerging FS technologies. Gary will be speaking at OPEX FS in March 2018 about cultures, technology and process relating to his FS journey.Read on to find out:How a new type of bank is requi ...

Operational Excellence in Financial Services Strategy Report 2018

PEX Network conducted a survey in November 2017 with senior financial services executives to understand the key challenges, priorities and spend areas for 2018 and beyond.Download the 2018 Benchmarking Report

North by Northwest - Exclusive interview with Danielle LaMancuso, Business Process Analyst, Continuous Improvement, Northwest

Exclusive interview with Danielle LaMancuso, Business Process Analyst, Continuous Improvement, NorthwestTalks about enterprise wide process improvements made by the CI team.  Automation used by the mortgage banking sector.How to ...

Testing Times

Traditional financial institutions need to shape up to current age of automation challenges. New challengers are taking advantage of current emerging technologies and techniques to change the game. Find out what challenges fs business have in todays age of transformation, as well as what hurdles ...

The Digital Age of Insurance: Exclusive Interview with Ethniki Insurance

George Koutitsas, of Ethniki Insurance, talks the digital revolution in Insurance and how traditional institutions need to catch up.In this case study you will find:How Ethniki is digitizing its processes and working to appeal to its customersGDPR’s impact on the insur ...

OPEX in Financial Services ~ Insurance Summit Agenda

Download this exclusive close up of the #OPEXFS Insurance Summit

Operational Excellence in Financial Services Show Report 2018

Powered by the PEX Network, all the speakers, attendees, and sponsors at the Performance Excellence summit over three days made plans on how to strategize, execute and deliver operational excellence, improvement change to the financial services sector.  Download the Show Report to see the ...

Additional Content Download

Establishing a Quality Service Delivery Model at Canada's TD (Transcript)

How can you engineer a shift to get people to start thinking about the bigger - end to end - process? In this PEX Network interview, Leslie Behnke, VP Process Improvement and Service Quality at TD, tells of the journey to end to end thinking at the banking group. She...

One Step Ahead with Digital Transformation

Lukas Hebeisen, Head of Implementation & Digital Transformation at Swiss Post Solutions, outlines the benefits and advantages of digital transformation in document and information management for corporations.Download the full article 

Download the full article to be Rrevolutionized

Intelligent automation in document management helps save costs, improves efficiency and keeps both customers and employees happy, says Jörg Vollmer, head of Swiss Post Solutions, member of the board of management of Swiss Post and an expert in this field. In this interview with Mr. Vollmer, find out how SPS...

The role of robotics in the bank of the future

Document management in the digital age can be a source of great efficiency gains for financial institutions, but achieving it requires a willingness to invest in futuristic technology.Download the full article 

Survive & Thrive: 9 Emerging Business Process Pillars

GDPR: It's Not Just for Europe Anymore What is it? It’s the European Union’s General Data Protection Regulation (GDPR), and it will come into effect in May 2018. The regulation dramatically changes the way data must be handled and processed in the European Union, and it includes fines of up...

General Data Protection Regulation (GDPR)

The implementation of the General Data Protection Regulation (GDPR) is causing difficulties for many companies. Although they only have until May 25, 2018, most companies have not moved beyond isolated solutions to date. This white paper shows how iGrafx’s solutions can be used to model, analyze, optimize and automate business...

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Operational Excellence in Financial Services Business Development Pack

Many companies are investing heavily in providers that can help them transform and improve their operations. If you think you've got what it takes to help these practitioners drive strategic value through Process Excellence, Business Transformation Automation and more, then download this prospectus to get to know more about the...