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27 – 29 March 2017 | NYC

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Download the 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!

PDF

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

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 2016 and looked at:

  • The top challenges for operational excellence in financial services
  • Trends in operational excellence • Projected staffing and resourcing for OpEx projects the year ahead
  • Key spend areas for technologies in 2017

In this benchmarking report we present the results of the survey, along with leading commentary and insight from 5 key financial services experts.

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.

2017 Attendee List

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

Interviews

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.

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.

Infographics

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.

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

Articles

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

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

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.

Video

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.

Presentations

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 environment that is operationally focused can be trying at best.
  • Behind all of this work remains the actual driver – the customer; are we dealing with our customers fairly, are we offering them the right products, are there other products that may be of interest?

Infographics

[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 Wish Lists for 2016.

FS practitioners currently rate the success of their OpEx programs at 6.5 out of 10. Encouraging signs of OpEx maturity compared to the cross-industry OpEx success rate of 6.1 out of 10. But through our Annual PEX Network survey, we have attained exclusive insight into the key methodologies and solutions for the next 12 months. 

Business Process Management (BPM) remains the number one solution currently being used and being planned for investment in 2016 by financial organizations.

Transcript

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, accuracy, cost and risk avoidance and talks about the cultural shift required.

Whitepapers

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.

Podcasts

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 Process Perspectives podcast, Art Drake, Vice President - Transformation Management Office at AIG Benefit Solutions, discusses what’s driving the increasing focus on creating a unique customer experience in insurance and describes how process excellence and big data analytics can help.

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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 Services and your potential clients...