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

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.

Navigating the OpEx Route to Boost Customer-Centricity

Navigating the OpEx Route to Boost Customer-Centricity

Operational Excellence (OpEx) is not about simply deciding to do better – it’s about creating enterprise-wide 'habits'. Large, complex organizations demand a strategic and systemic approach to excellence if those habits are to become ingrained.

To gain further insight ahead of the Operational Excellence in Financial Services Summit in New York, March 07-09 2016, PEX Network spoke to Julian Ybarra, Associate Director of Business Design and Effectiveness at UBS AG, to find out more about the OpEx culture at the global financial services company in his role as a Change Leader at the PEX CoE.
4 Insights from OPEX Leaders in the Financial Services

4 Insights from OPEX Leaders in the Financial Services

Find out the biggest challenges, best practices and investment plans of BNY Mellon, Travers Insurance, Paychex and Bank Leumi to assist you in your 2016 Initiatives.

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

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
•    The best methodologies to use to ensure you follow through on OPEX plans
•    How to support business managers to take on ownership of process improvement

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

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 Network Editor, Craig Sharp speaks to John Martino, Executive Director of Operational Excellence and Integration at Aetna about their recent acquisition of a large healthcare provider, and how they go about integrating 14,000 people into their organization, their processes and their culture.

3 OpEx trends in financial services

3 OpEx trends in financial services

1 in 4 process professionals report their number one challenge for the year ahead is overcoming too much short-term focus

PEX Network conducted research into key trends and challenges of Operational Excellence ahead of the Operational Excellence in Financial Services Summit. See how your company stacks up against industry averages

A Global Bank's Robotic Process Automation Journey

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

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 regulation, the need for better cost efficiency and compliance has never been greater.

Ahead of the Operational Excellence in Financial Services Summit in March 2017, the PEX Network have put together this exclusive heat map, which reveals the current state of operational excellence in financial services and the investments and trends that will drive the industry forward. With independent data gathered from research interviews and our PEX Network State of the Industry – Operational Excellence in FS Survey, this infographic provides a snapshot of the key priorities and areas of investment for Process Improvement and Operational Excellence programs in 2017 and beyond.

Download the infographic today and find out:

  • The biggest challenges in Operational Excellence talent management
  • The investment opportunities and trends driving Operational Excellence in financial services
  • Which technologies will be employed in 2017

OPEX in Financial Services - Meet Vartul Mittal

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 summit.
Robotic Process Automation – Beyond the Hype

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 (RPA) exists in a process landscape, and how RPA initiatives will be able to absorb changes in process technology platforms.
OPEX in Financial Services 2018 Attendee List

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

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 complexity of the tools now available require employees to take on skills that were never part of their particular job function. From advanced data and analytic tools to Robotic Process Automation (RPA) these digital disrupters are remaking today’s business landscape, but what are trends that will have the greatest impact on the process landscape in the foreseeable future? And what is the main operational challenge for the financial industry in the year ahead?

Ahead of the 11th Annual Operational Excellence in Financial Services Summit, the PEX Network has complied the insights of 7 key experts in financial services to provide an outlook on the emerging technologies and trends they think will have the greatest impact in 2017. Download Operational Excellence in Financial Services – Speaker Industry Insight today!

Operational Excellence in Financial Services 2017 Show Report

Operational Excellence in Financial Services 2017 Show Report

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.  

With talking points centred around the theme of operational excellence, architecture and technology innovation, presenters from the diverse range of companies including Wells Fargo, BNY Mellon, Mastercard, Bank of America, ANZ, Credit Suisse, Northwest Bank, Vanguard and many more worked with the attendees to inspire them, plan with them, challenge them and support them to deliver the next generation of operational excellence

Download the Show Report to see the to see the key themes and learning that came from Operational Excellence Financial Services Summit 2017 and what to look forward to in 2018.

Money Talks: Interview with Paymency's CEO

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 required in the future, one less regulated and online, and what this will mean for traditional institutions.
  • Why digital banking is a certainty and how consumers benefit from this.
  • How Gary’s company Paymency works internally and how it is planning to revolutionize how people select financial services.
Operational Excellence in Financial Services Strategy Report 2018

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 to see the results of the survey, along with leading commentary and insight from key financial services experts.

Key findings of this exclusive report include:

>> Over 50% of respondents’ said that change management and culture where there biggest challenge within process excellence

>> 33% revealed cost saving was their primary measure of success for OpEx programs

>> 69% consider their organization to be immature in harnessing digital and automation

>> The technologies that respondents are planning to adopt in the next 18 months are business process management suites (BPM), business dashboards and machine learning

Read the Opex in Financial Services Strategy Report now to access the full information on trends, challenges, priorities and more information on Operational Excellence in Financial Services.

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

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

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

  • Talks about enterprise wide process improvements made by the CI team. 
  • Automation used by the mortgage banking sector.
  • How to overcome a reluctance to change by providing value.
  • Predictions for the future of OPEX in FS
Testing Times

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 disruptors are facing in our challenges report.

Some key statistics unveiled by the report include:

  • The top concern for finance leaders is change management and culture
  • Implementing an automation programme and focusing on customer excellence both clocked in with 10% of the top concerns
  • 17% of global executives are ready to manage a workforce with people, robots, and AI working side by side
The Digital Age of Insurance: Exclusive Interview with Ethniki Insurance

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 customers
  • GDPR’s impact on the insurance sector when combined with existing regulations
  • That machine-to-machine communications is an inevitability in the sector
OPEX in Financial Services ~ Insurance Summit Agenda

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

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 to see the key themes and learning that came from Operational Excellence Financial Services Summit 2018 and what to look forward to in 2019.