Business Transformation & Operational Excellence Summit in Financial Services Live - A Virtual Conference

The Premier Virtual Financial Services Gathering of Business Transformation & Operational Excellence Industry Leaders & Senior-Executive

Agenda

Tuesday Wednesday Thursday

The daily session times are EDT: North America East Coast Eastern Time

Day 1 | Tuesday | 28th September 2021

Welcome to BTOES Financial Services Transformation Live

General Session | BTOES Financial Services Transformation Live

Welcome & Introduction

Welcome and introduction to BTOES Financial Services Transformation Virtual Conference.

  • José Pires
    CEO, Global Excellence & Innovation

General Session | JPMorgan Chase | BTOES Financial Services Transformation Live

Moving from Operational Excellence to Operational Agility

 

Financial Services firms are in a period of extraordinary flux and their Operations are at the crossroads of all the change.  If managing the delicate balance of cost, risk, regulations, client satisfaction and revenue enablement weren’t challenging enough, Operations now has to ensure safe passage for the firm’s very many transformation efforts:  Digitization, Client Experience Innovation and Fintech integration to name a few. 

Most recently, Operations has played a key role in the pandemic response by quickly pivoting to fully virtualized work and shifting work rapidly between locations to ensure that businesses are able to continue operating despite incredible market volatility.  And, there’s no end in sight - the pace of change from an exponential world only promises increase. 

As such, Operation Excellence in Financial Services is becoming synonymous with Operational Agility.  It’s clear that firms that react, respond, adapt quickly and are able to nimbly manage continuous transformation will be winners in this new environment.  So the key question for Operations Excellence becomes:  how to create Operation Agility?

Key learning:

  • Learn how leading financial services firms are equipping themselves for Operational Agility
  • Learn how a new ecosystem of capabilities are being leveraged to dramatically improve Operational Agility
  • Learn how new organizational and operating models are evolving to adopt these new capabilities to maximize Operational Agility into the future

  • Sanjiv Agrawal
    Executive Director, Change Mobilization, J.P. Morgan
  • Sanjiv Nathwani
    Strategic Advisor, Banking & Financial Services

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Break Time | BTOES Financial Services Transformation Live

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General Session | Fiserv

General Session | Fiserv | BTOES Financial Services Transformation Live

Orchestrating Change: Key insights on driving successful global, multi-cultural transformation initiatives

Have you ever noticed how a strong and successful principle conductor can orchestrate the right instrumentalists to create fantastic music? Similarly, the key to success for an organization in the midst of change is to have a strong organizational framework that can orchestrate a cohesive change far more successful than if initiatives were driven individually.

Given today’s complex, global environment, many large organizations with well-intended strategies have been unsuccessful in their implementation. With individual entities working in silo’s driving their own charter, it is critical to have an overarching framework for ensuring that all the pieces fit together seamlessly. 

Using real-life examples, the session “orchestrating change”, will focus on the framework to drive the strategic vision and maneuver an organization thru ambiguous periods of change to emerge successful.

The session will focus on

•             The creation of the strategic vision framework

•             Three pillars for managing the framework

•             The top pitfalls

  • Niloofer (Darbary) Narendran
    Director, Transformation Management

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Break Time | BTOES Financial Services Transformation Live

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General Session | Dell

General Session | Dell | BTOES Financial Services Transformation Live

AI-Powered Digital Transformation

AI is fundamentally changing how businesses operate, redefining the way people work and transforming industries globally. In pursuing digital transformation initiatives, organizations need to capitalize on the opportunity with intelligent algorithms and models, improved processes, a data-centric culture, and an optimized software and hardware infrastructure to realize its full potential.

Gain an understanding of best practices for digital transformation initiatives and how AI and data analytics can be leveraged to deliver business value. Review the latest trends and directions in the AI industry, key challenges, and best practices for adopting AI-based solutions.

Topics include:

- Digital Transformation Update

- AI Trends and Directions

- AI Accelerators Update

- Data Best Practices

  • Bill Wong
    AI and Data Analytics Leader

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Break Time | BTOES Financial Services Transformation Live

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General Session | SAP

General Session | SAP | BTOES Financial Services Transformation Live

SAP’s vision of Finance Transformation

In this session we’ll look at the changing role of finance and explain that while accounting skills still matter, finance folks will be expected to be IT savvy and understand enough about system design to drive discussions about what is needed and feasible. We’ll show how Finance is becoming a strategic partner, helping improve how you run the business, delivering insights and support strategy. We’ll look at the core processes in Finance: record-to-report and financial planning and analysis to explain what’s changing, what can be automated, and how to deliver real-time insights from a common data model.

We’ll also look at what stopped many organizations in the past, whether this was fragmented accounting systems feeding into huge data warehouses, fragmented accounting structures that grew with each acquisition, or 500 spreadsheets held together by an ERP system. Now we have one giant pivot table, the universal journal, a quest for common accounting structures that support business steering across the organization but offer the freedom to meet local legal requirements, and the move to capture information where it happens from different perspectives.

Key takeaways

Learn how other companies have approached a transformation

Understand what realistic goals can be in the light of the technology currently available

There is no one transformation approach: Greenfield, brownfield and hybrid approaches

  • Janet Salmon
    Chief Product Owner Management Accounting

Recap | Look forward Day 2

General Session | Financial Services Transformation Live | BTOES Financial Services Transformation Live

Recap | Look Forward Day 2

A recap of the days sessions and preview of day 2.

  • José Pires
    CEO, Global Excellence & Innovation

Day 2 | Wednesday | 29th September 2021

Welcome | Recap & Introduction

General Session | Financial Services Transformation Live | BTOES Financial Services Transformation Live

Welcome | Recap & Introduction

  • José Pires
    CEO, Global Excellence & Innovation

General Session | UiPath | BTOES Financial Services Transformation Live

Automating Resilience in Banking and Financial Services

Today Banks are facing pressure from 3 sides – interest rates regimes put in by central banks, slow recovery in economy across the globe and a post pandemic operating model that is testing their business resilience.

Industry has responded to this triple threat by looking at automation as a key lever for not only survival but actually to thrive in this new normal. Bain in their recent survey found more than 90% of the banks and capital markets firms have accelerated their efforts towards automation. In this session, we will discuss:

  • How FS firms handled initial wave of the crisis using Automation?
  • Has the pace of automation quickened, if yes - in what areas?
  • Is Automation now a CXO agenda?
  • What are the key capabilities in Automation Platform to watch out for?
  • How would a Fully Automated Enterprise look like?

 

  • Amit Kumar
    Sr Director, Banking and Capital Markets
  • Ahmed Hussain
    Sr. Manager
  • Shefali Shah
    Managing Director Global Digital Transformation and Integrated Intelligent Automation

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Break Time | BTOES Financial Services Transformation Live

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General Session | Sun Life Financial

General Session | Sun Life Financial | BTOES Financial Services Transformation Live

Re-Engineering As A Methodology To Streamline Claims Process & Identify Opportunities For RPA.

Topic Intro: Re-Engineering as a fundamental design is leveraged to sharpen business processes to achieve dramatic improvements in critical aspects that impacts not only the profitability/bottom-line of the organizations but to greatly enhance the end-client experiences as well. At this age of the digital transformation, robotic process automation and business process re-engineering are highly required for companies to nurture the progressive working environment and to stay ahead of the competition.

Key Take-Away:

  • Directing workforce to critical functions of business that require more decision making and human intelligence.
  • Mimicking human behavior to complete mundane tasks and becoming more fluid.
  • Ensuring freedom for employees and better employee engagement by automating high-volume repetitive work and generating efficiency; which now could be focused on things that matter more for the business and clients.
  • Overall a better ‘Return on Investment’ and profitability by means of cost optimization, cost savings and reducing chances of errors.

  • Shantanu Kodesia
    Head - Operations and Enablement, Asia Service Centre

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Break Time | BTOES Financial Services Transformation Live

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See you back in 15 minutes energized and ready to go.  The login details are the same for all sessions

General Session | Wells Fargo

General Session: Wells Fargo | BTOES Financial Services Transformation Live

Advancing Market Segmentation during and post Covid-19 pandemic world

The Covid-19 pandemic impact has been one of the most interesting social, economic, and consumption experiments in real time with billions of people overnight changing pretty much everything about their habits. It has already impacted customer behaviors significantly through at least the near-term future.

In normal times, customer experience in banking is about making customers happy—with the result that they are more loyal, use products more, and cost less to serve. In the context of COVID-19, superior customer experience means clarity and transparency, support for digital tools with which many customers are still unfamiliar, and new products and services for customers in distress. This session will enable delegates to purposefully attract, meaningfully retain and thoughtfully serve customers by advancing market segmentation through following 3 impactful capabilities:

1) Identify a strategic decision that would benefit from information about different customer segments.

2) Determine which customers drive profits.

3) Analyze actual and potential purchasing behavior periodically.

 

  • Sayeed Sanaullah
    First Vice President, Corporate Strategy & Strategic Planning

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Break Time | BTOES Financial Services Transformation Live

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General Session | Adecco

General session | Adecco | BTOES Financial Services Transformation Live

Transforming the Business of the Future

In short 2020 was not all bad, it catapulted industries into the largest transformation of their business in a matter of days/weeks that would have taken some companies years if at all.  This will go down in history as the evolution of digitalisation, not that it wasn’t around before 2020 but was not being utilised due to COVID19 we saw technology accelerate at rapid pace. Businesses will discover better ways to use technology and continually push to evolve further.

Working from home is now the new norm and people don’t want to go back to 9-5 and long commutes.  We must adapt to the HYBRID WORKPLACE.

People First, invest in upskilling and re-skilling your workforce, encourage a growth mindset. Failure is only a learning experience without failure we cannot grow.

Embrace CHANGE its not to be feared it is a good thing without change we stay stagnant, stale, boring…  ‘CHANGE IS HARD AT FIRST, MESSY IN THE MIDDLE AND GORGEOUS AT THE END’

It’s time to put Data at the centre of your business and use this to drive Business Strategy and Performance.  Data analytics provides various advantages such as identifying new opportunities, understanding customer behaviour, becoming more agile and outperform the competition.


  • Beverley Hartsorn
    Group Credit Manager

Recap | Look Forward

General Session | | BTOES Financial Services Transformation Live

Recap | Look Forward

See you tomorrow

  • José Pires
    CEO, Global Excellence & Innovation

Day 3 | Thursday | 30th September 2021

Welcome & Introduction | BTOES Digital Transformation Live

General Session | BTOES Financial Services Transformation Live

Welcome | Recap & Introduction

  • José Pires
    CEO, Global Excellence & Innovation

General Session | Doha Bank

General Session | Doha Bank | BTOES Financial Services Transformation Live

Digital Transformation and Operational Excellence in Financial Services

1. What is Digital transformation and How to deliver digital transformation profitably
2. What is Operational excellence and how to deliver it enhancing customer experience
3. How to deliver hyper personalization.
4. What are the biggest risks in delivering digital transformation and operational excellence, how to mitigate them.
5. Critical success factors in making Transformation and operational excellence work for you, the company and the client.

  • Dheeraj Ahluwalia
    Former Executive VP, Digital Transformation

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Break Time | BTOES Financial Services Transformation Live

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General session | Citi

General Session | Citi | BTOES Financial Services Transformation Live

Customer Demand Digital Experience

Today’s customer has become more informed and enriched and they no longer compare one banking institute or organisation with another or for that matter a product they offer with another. In fact, they compare experiences. Experiences that are easy, instant, and seamless.

This change has made a paradigm shift to current day business operations, how business will get done, how to stay relevant and play an active part in the customer’s life. Traditional approaches with siloed channels with numerous repetitive workflows are doing little benefit to organisations, staff, and customers they serve.

Let’s navigate this journey putting the experience layer over the technology layer. This approach will allow organisations to orchestrate customer interactions across multiple touchpoints, generating massive savings in cost and time and delivering a CX that makes sense.

  • Satya Upadhyaya
    Vice President - Campaign Optimisation, Marketing Capability & Change

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Break Time | BTOES Financial Services Transformation Live

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See you back in 15 minutes energized and ready to go.  The login details are the same for all sessions

General Session | Deutsche Bank

General Session | Deutsche Bank | BTOES Financial Services Transformation Live

Terminating a relationship with the customer - why and how?

In the financial sector terminating a relationship with the client is important for 3 reasons - financial crime, risk appetite and economic. Banks and other financial organisations need to be cautious when onboarding new clients and while maintaining relationships with them.

It is, though, equally important for those organisations to say goodbye to their dear clients where the regulators or the stakeholders expect them to do so. They need to act promptly - but they also need to be thorough to ensure the offboarded client has no access to the bank's products and services. This is especially important in the case of financial crime driven offboarding.

  • How to establish and execute an effective client offboarding process?
  • What are the key and common challenges that may prevent the current offboarding process from being thorough and efficient?
  • How enterprise architecture can help?

The presentation will use a real-life example of the major bank's offboarding approach to provide the answers.

  • Dr. Artur Preus
    Lead Business Architect (Financial Crime)

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Break Time | BTOES Financial Services Transformation Live

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See you back in 15 minutes energized and ready to go.  The login details are the same for all sessions

General Session | HPE

General Session | HPE | BTOES Financial Services Transformation Live

The Interplay of Culture and Financials in Assessing Deal Success

Learn why culture matters in maximizing return on investment, how people issues are now being considered pre-LOI, the difficulties in large corporations acquiring tiny start-ups, and how COVID has made the acquired employee experience even more complex

  • Cara Bibbiani
    Global HR Mergers and Acquisitions Leader

Recap | Look forward Virtual Series

General Session | Digital Transformation Workplace Live | BTOES Financial Services Transformation Live

Recap | Look Forward

  • José Pires
    CEO, Global Excellence & Innovation

Additional information