2020 Brand New Resources

Get all the best resources designed exclusively for OPEX and Business Transformation Leaders in the financial services industry

The Global State of Process Excellence | The PEX Report 2020

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 change and nurture cultural transformation in 2020 and beyond. Exclusive insights include:

  • The 2019 State of the PEX industry survey report
  • Leading process change with Brenton Harder, Head of PEX at BNY Mellon
  • Creating a culture of innovation and nurturing disruption
  • Business Transformation case study: Veolia Apa Nova Bucharest
  • Lessons for leaders with General Ann Dunwoody
  • The biggest current trends in RPA and BPM
5 Essential Considerations for OPEX Leaders in Financial Services

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

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 demand of the customers who are becoming less loyal. 

Over 100 of North America’s leading financial services professionals shared exclusive insight into the challenges they’re facing and the innovative strategies and tools they are adopting to meet the needs of customers who are becoming more demanding.

Download this complimentary report to explore the challenges and cultural concerns. Exclusive insights include:

  • The crux of why financial institutions are unwilling to invest in solutions that are constantly evolving
  • Innovative strategies to improve customer satisfaction to increase profits
  • Solutions! New ways for business to achieve objectives
  • Understanding the tools and knowing your customers
Digital Transformation and the Customer

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 find out how you can launch a digital transformation that meets the need of an evolving customer, as well as: 

  • How to address the challenges of paper-based legacy systems in a digital world
  • The value of an Agile DevOps framework in bringing digital developments to life
  • How to identify key customer touchpoints for digitization

How Legacy Banks are Keeping up with Digital Insurgents

How Legacy Banks are Keeping up with Digital Insurgents

Legacy financial institutions are at risk of losing customers to digital-first competitors that are investing heavily in AI, RPA and digital platforms that are faster and more convenient for customers to use.

Prior to his appearance at OPEX in Financial Services 2020, Kyle Beam, Senior Process Improvement Advisor at Arvest Bank, joins us to discuss:

  • Challenges to OPEX in financial services in 2020
  • Why Arvest decided the time was right to begin RPA
  • How the new technology is impacting the culture within the bank

Kyle Beam will be speaking on Modernizing legacy people, process and technology under business constraints at OPEX in Financial Services 2020.

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

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

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.