Re-engineer your Strategy to Drive Business Transformation Through People, Process and Technology
APRIL 20-22, 2020 | HYATT REGENCY, NEW ORLEANS

Resource Library

OPEX in Financial Services 2020 Event Guide

60+ financial services industry expert speakers from companies like Arvest Bank, Citi Bank, Wells Fargo and more 50+ market-specific sessions focused on addressing the critical challenges and opportunities of 150+ financial services att ...

2020 Brand New Resources

The Global State of Process Excellence | The PEX Report 2020

What are the opportunities that lie beyond transformation? What will OPEX look like in 2020? How are the world's leading experts in OPEX and Business transformation revolutionizing strategies to deliver growth, innovation and excellence? Find out now in the highly anticipated 2020 PEX Report.Get everything you need to navigate business...

OPEX in Financial Services Report 2020

The explosion of technological solutions of envelope-pushing complexity generates more uncertainty than confidence.  Respondents of the OPEX in Financial Services Industry Report suggest that they feel less technologically mature than they were 12 months earlier. The industry needs to become more dynamic and responsive in order to keep up with the...

Digital Transformation and the Customer

Customer experience and enthusiastic employee engagement are key to successful digital transformation. Here, Michael Cordas, Senior Vice President, Enterprise Business Transformation at City National Bank, explains how he is addressing both of these factors to ensure City National Bank’s readiness for the digitally connected world.Download this exclusive content piece to...

Top Priorities for OPEX Leaders in Financial Services

In the lead up to the 2020 edition of OPEX in Financial Services, we outline the industry’s key priorities for the year ahead and highlight relevant sessions at the upcoming event to help you lead your financial services organization to success.

Event Information

OPEX in Financial Services 2019 Session Highlights

At OPEX in Financial Services 2019 we were lucky enough to have some key sessions visually presented by a scribe as speakers and attendees discussed there current challenges reflecting topics including digitization, establishing the right metrics for your OPEX program, investing in automation and more

OPEX in Financial Services Show Report 2019

This March saw over 200 OPEX and Business Transformation leaders from across the U.S.come together in the magnificent city of New Orleans to network, learn and discuss their current challenges in the realms of operational excellence and business transformation at the 13th Annual OPEX in the Financial Services.This Show Report...

2019 World Class Resources

Achieving Operational Excellence with Process Transformation

Read this exclusive case study to discover how Heather is working to address the changing demands of the financial services market, as well as:How interviews with internal customers can create valuable, actionable qualitative data.How AI and robotics are alleviating manual burdens so that employees can perform more value adding tasksHow...

Diversity & Inclusion: Financial Services’ Secret Weapon?

Access this exclusive content piece to learn more about Amita’s personal experiences with D&I in the financial services industry, as well as:The statistics that demonstrate how nurturing D&I can significantly boost your bottom-lineThe current status and impact of D&I in US companies todayActionable steps for fostering a culture D&I within...

What is Driving OPEX in Financial Services?

Financial Services are evolving. Featuring OPEX in Financial Services speakers Manas Tripathy of Citi, Alisha Kale of Wells Fargo and Doney Largey of AIG, this new digital content piece reveals how industry leaders are tackling the new drivers and fresh challenges of today’s rapidly changing world.

How OPEX can thrive in the age of Regulation

Aboubacar Cissokho, Head of Lean, Centre of Excellence, Discover Financial Services Keynote presentation at #OPEXFS 2018OPEX has a vital role to play in improving accuracy, delivery and efficiency in compliance. Discover has placed this at the top of its agenda. Aboubacar Cissokho, Head of Discover Networks Lean Center of Excellence...

Operational Excellence in Financial Services Industry Report

In the face of a rapidly competitive and uncertain global economic environment, PEX Network conducted a survey with over 200 senior financial services executives working in process and operational improvement to understand the key challenges, priorities and strategies for the coming year.Download and discover what the future holds for the...

Financial Services in the Digital Age

The financial services industry is transforming. With the advance of the digital era, those who occupy this space are facing new threats, new opportunities and a dire need to disrupt their approach to people, process and technology.  Discover the key facts and figures behind this rapidly evolving ecosystem, such as:50%...

Behavioral Economics in Financial Services

Discover how you can apply the principles of behavioral economics to improve the customer experience of your business, as well as:What behavioral economics is, the key principles and real-life examples of their application in FSHow Michael Meyer, VP of Customer Experience and Operational Excellence at Greater New York Mutual Insurance...