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Download the 2017 Agenda

The 11th Annual Operational Excellence in Financial Services Full Agenda has arrived. Discover all the new and exciting discussions, keynote presentations and early bird discounts expected at the 2017 installment of the #1 OpEx gathering for the Financial Services sector. Download Today!... Read More


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... Read More

PEX Network’s State of the Industry - Operational Excellence in Financial Services Benchmarking Report 2017

In the face of a rapidly competitive and uncertain global economic environment, the PEX Network conducted a survey with senior financial services executives in the process space to understand their key challenges, priorities and strategies for 2017. The survey was completed by senior executives within the financial services industry in November... Read More

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... Read More

2017 Attendee List

Discover who is already attending Operational Excellence in Financial... Read More

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... Read More


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.... Read More


THE 2017 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.... Read More


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... Read More

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... Read More

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... Read More

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... Read More


OPEX in Financial Services 2017 - 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.... Read More

Additional Content Download


Knowing your Customer

Have your strategies progressed in the last couple of years? Download Now - A presentation by Craig Parfitt, Head of Analytics and Management Information, ACE European Group Ltd Understanding the customer, treating them fairly, and applying knowledge to offer them your most appropriate products. Building a view of the customer in a production... Read More


The CIO’s Guide to Business Transformation with Process Automation

Organizations everywhere are facing disruption. We’ve entered full steam into the age of the customer; growing expectations, new digital capabilities and increasing demands from employees to have more flexibility in how they work require major changes in how enterprises run their businesses. The disruption for IT is great, but there are ways you... Read More


[Infographic] Top Investment Areas for FS Organizations in 2016

Ahead of the Operational Excellence in Financial Services Summit in March, 2016, we've put together this exclusive infographic, which reveals an inside look at which solutions Financial Services organizations are adopting to support projects and initiatives to drive to Operational Excellence (OpEx), but importantly what’s on their Investment... Read More


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 explains how she has implemented a Quality Delivery Model focusing on speed,... Read More


Driving sustainable enterprise wide transformation through OPEX

PEX Network has surveyed over 900 Operational Excellence executives to understand the most ground breaking trends facing the OPEX community. Including biggest challenges, largest investment areas, focus of OPEX departments in 2016 and what factors most contribute to success.... Read More


AIG on how to create a 'Unique Customer Experience'

In an Accenture survey published last year, over 90% of insurers said then that they believed that future growth in their business depends  on providing a special customer experience. But delivering differentiated products and customized services is easier said than done. Enter big data, mobile technology and business process excellence. In this... Read More


Exclusive Interview with David Hadd, SVP Continuous Improvement, Webster Bank

David Hadd, SVP Continuous Improvement, Webster Bank shares his insight on 3 pillars of continuous improvement - people, process and... Read More

Sponsorship enquiry


Operational Excellence in Financial Services Business Development Pack 2017

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 OpEx in Financial... Read More