the most influential financial services 
industry EVENT in North America

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

The event is tailored specifically to the geographical, cultural, technological and regulatory landscape of North America. With customer priorities and requirements shifting, a new agile pace of decision-making and service delivery, digital preference acceleration, and fintech & neobank competition becoming fiercer, the spotlight is on the financial services industry. In the wake of economic disruption, we are tasked with building organizations that are stable, yet innovative; agile, yet risk-prepared, and; cutting-edge, yet resource-savvy.

We invite you to gain leading insight on empowering the workforce, executing impactful transformation programs, delivering beyond customer expectations, and integrating technology to take your OPEX programs to the next level.

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

The Six Excellence Focus Areas:

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Exceptional customer experience

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Digital transformation

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Holistic enterprise-wide strategy

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Workforce excellence

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Innovation and creativity

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Capacity modelling and resource allocation

What Can I Expect From The EVENT?

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Interactive Workshops – 29 March

Join our deep-dive activity-based workshops, where you will meet in exclusive and limited groups for a whole hour. You will be reflecting, sharing and learning in close-knit groups with your peers on key challenges, priorities and opportunities in OPEX.

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Keynote Auditorium – 30-31 March

Attend the main two conference days absolutely free of charge! Listen to insight-driven case studies and thought-provoking panel discussions featuring leaders from some of America’s forefront financial institutions. Interact through Q&A to pose your questions and understand how you can make these winning strategies work for you.

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Invite-Only Executive Day – 8 April

An exclusive, invite-only day led by financial services executives, for financial services executives. Participate in collaborative discussions with your peers, join our deep-dive activity-based workshops, and select from our best-in-breed solution provider partners and fill your itinerary with consultative 1:1 meetings.

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The Experience

Get the full conference experience from the comfort of your own home. Access world-class content, both live and on-demand. Visit the amazing virtual exhibition hall to watch solution-demonstrations, access industry literature, and speak with our highly-recommended solution providers. Don’t forget to visit the networking area where you can chat, video call and arrange meetings with your peers!

What Our Attendees Say About #OPEXFS