Resource Library

OPEX in Financial Services 2021 Event Guide

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 specificall ...

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...

5 Essential Considerations 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.

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...

Talent is Key Success Factor in Financial Services' Rush to Automate

Hauke Schupp, SVP Quality Control for Rushmore Loan Management Services LLC, spoke to PEX Network about the challenges financial services are facing in 2020 and why people, not automation, remain crucial to ensuring the long-term health of businesses in the sector.

Why the Right OPEX Talent Insures Financial Services Against Future Change

Ashu Malviya, Vice President, Transformation Management Office, Global Commercial Services at American Express, spoke to PEX Network about how financial services are responding to the growing technology options available to PEX practitioners, and why talent must focus on core competencies.

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...

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...

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 | Virtual Interactive Discussion Groups

Free to attend for people who had registered to attend the OPEX Financial Services event, this interactive, online platform allows you to have face to face discussions with your peers. Moderated by industry leaders who will ask the pressing questions that OPEX leaders need to learn about, this is your...

Download the Operational Excellence in Financial Services Exchange Agenda

This invitation only closed door exclusive forum will bring together 50 senior Operational Excellence Leaders in Financial Services.Join this event for insight-driven and thought-provoking interactive meetings, benchmarking, panel discussions and keynote presentations to help you create a true road map for your strategy in 2021.Tailored to the specific priorities of...

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...

Top Sessions Focused on your Needs

Pace of Digital Transformation

The need for aggressive technological growth to keep pace with competitors and digital natives and to optimize business processes

Satisfying Customer Demands

Need to deliver new, self-serve, digitally enabled products to customers quickly. Anyone can order on amazon and have a product delivered the very same day. Customers do not differentiate and expect the same level of service from their bank. Creating a customer-centric focus with culture transformation and the use of...

Creating a Workforce for the Future to Deliver Impact

Need to develop skill-sets re-imagine leadership, re-route skills and hire new talent to deliver on OPEX and growth agendas

Holistic Enterprise-Wide Change

Need to remove silos in the organisation, limit-resistance and ensure business transformation is one coordinated end-to-end and top-to-bottom effort

Capacity Modelling and Resource Allocation

Need to create capacity and resources for business transformation while under time and budget constraints, requires process mapping, re-allocation of skills and performance management. 

Crucial Insights from our OPEX FS Partners

Improved Customer Experience in Banking | NUXEO

When the Technology & Operations Department, at one of the top banks in the world, set out to improve customer experience, decrease time to market, and reduce technology costs, they knew they had to transform the business - but how? In this whitepaper, explore their digital transformation journey and discover...