COVID-19 Outbreak

After careful consideration, we are postponing the Operational Excellence Financial Services Summit. The health, safety and well-being of our attendees, partners and employees is paramount...

 the most influential financial services 
industry EVENT in North America

Operational Excellence in Financial Services Summit is a must-attend event for thought leaders in OPEX, change management & business transformation, who are looking to be ahead of the competition in the continuously changing financial services industry.

Join your peers this April and walk away with a clear roadmap for navigating the complex business transformation landscape. Front running brands from across the financial services landscape will take the stage to share the latest strategies to keep ahead of the digital revolution and satisfying customer demands. This is your opportunity to gain cutting-edge insight on combining management methods, executing impactful transformation programs and integrating technology to take your operational excellence programs to the next level.

MEET THE SPEAKERS! THE FINANCIAL SERVICES BEST IN 
OPERATIONAL EXCELLENCE AND BUSINESS TRANSFORMATION

THE COMPLETE OPEX FS EVENT GUIDE

Download explore the OPEX in Financial Services complete event guide for a look at what's happening this April at America's No.1 financial services event for leaders in OPEX and business transformation. Get everything you need to deliver world class transformation and customer experience with  exclusive talks and case studies from the likes of Morgan Stanley, Citi Bank, JPMorgan Chase &Co., Wells Fargo, Bank of America Merrill Lynch, Barclays, BNY Mellon, Liberty Mutual Insurance and Northwestern Mutual.

OPEX in Financial Services Report 2020

Download your complimentary report to the crux of why financial institutions are unwilling to invest in solutions that are constantly evolving. Also features Innovative strategies to improve customer satisfaction to increase profits...

Digital Transformation and the Customer

Download this exclusive content piece to learn how you can launch a digital transformation that meets the need of an evolving customer...

What's happening at OPEX FS this April 2020?

Get access to the full list of speakers, the agenda and much more...

Brand new and exclusive for 2021:

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Women in OPEX leadership – professional development and driving diversity

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Establishing an effective Process Center of Excellence

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The strategy behind running a cost-neutral transformation program

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Choose the right toolbox of technology to compliment your OPEX program

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Quantify the true ROI of technology to improve process inefficiencies

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Starting on a business transformation journey and mastering OPEX in the early stages

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Respond faster to complex, time consuming regulation tasks with OPEX

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Multi-platform strategy for streamlining tools that support broader transformation

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The potential of blockchain: Process improvement in a new financial services ecosystem

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360° focus session: A multi-perspective approach to OPEX

What Our Attendees Say About #OPEXFS

WHAT HAPPENS AT OPEX IN FINANCIAL SERVICES?

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A VARIETY OF LEARNING FORMATS

OPEX in Financial Services boasts a wide range of learning formats including topic lead tracks, interactive discussion groups, workshops, panel discussions and more. All which can be customized to create the perfect agenda for you!

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THE
EXPERIENCE

You’re not just going be sat in a conference room at OPEX in Financial Services. There is plenty of time to work the crowd during our dedicated networking breaks and lunches, plus our exclusive evening drinks receptions.

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THE
LOCATION

We are back in the heart of the vibrant city of New Orleans, LA at the Hyatt Regency! The event is a stone throws from the Louis Armstrong New Orleans International Airport finding ourselves in the heart of the world famous French Quarter.

JAZZ UNDER THE RIVERVIEW ROOM ROOFTOP STARS !

OPEX FS is arriving fashionably early to the party! We’re taking inspiration from the world renowned New Orleans Jazz & Heritage Festival with our very own celebrations. The party begins two days early with a live and authentic jazz band and drinks on the Riverview Room rooftop. Join us for a Bourbon or two. We’re partying Southern style, and celebrating all things OPEX in the sexiest city in the South.