Get everything you need to navigate business change and nurture cultural transformation in 2020 and beyond. Exclusive insights include:
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:
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.
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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:
Kyle Beam will be speaking on Modernizing legacy people, process and technology under business constraints at OPEX in Financial Services 2020.
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.
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.