Reports

Operational Excellence in Financial Services Industry Report

Operational Excellence in Financial Services Industry Report

In the face of a rapidly competitive and uncertain global economic environment, PEX Network conducted a survey with over 200 senior financial services executives working in process and operational improvement to understand the key challenges, priorities and strategies for the coming year.


Download and discover what the future holds for the financial services industry!

Behavioral Economics in Financial Services

Behavioral Economics in Financial Services

Discover how you can apply the principles of behavioral economics to improve the customer experience of your business, as well as:

  • What behavioral economics is, the key principles and real-life examples of their application in FS
  • How Michael Meyer, VP of Customer Experience and Operational Excellence at Greater New York Mutual Insurance introduced a Behavioral Economics mindset across the company’s underwriting arm