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

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

Date

- March 2023

Where

Online
Virtual Conference

Agenda

Tuesday

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

Virtual Conference | Tuesday | 21st March 2023

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

Christopher Hodges - Author

Christopher Hodges - Author | BTOES Financial Services Transformation Live

How to use Noble Automation to improve your business and stop the great resignation

Noble Automation Now is both a call to action and a holistic approach to achieving more success by combining Intelligent Automation with inspired leadership. Employing Noble Automation leads to more financial services product and service innovation, higher employee engagement and successful business transformation. Automation and AI are essential now and will be even more so in the future. Market risks are real and ubiquitous. Helping humans be heroes in this age of automation is the key to serving all stakeholders, improving the bottom line and stopping the great resignation. Fear and struggles give way to excitement and success. 

Leadership takeaways: 

  • How to improve your business with Noble Automation 
  • Where to start with Intelligent Automation projects
  • What can go wrong, ruining the project and your career
  • How Noble Automation can stop the great resignation
  • How to help humans be heroes - including you!

 

  • Christopher Hodges
    Intelligent Automation Leader

Take a Break

Break Time | BTOES Financial Services Transformation Live

Take a Break

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

General Session | Metlife

General Session | Metlife | BTOES Financial Services Transformation Live

How are technology trends in IT/analytics transforming business strategy?

Key Takeaways:

  • How is advanced analytics changing the insurance industry
  • What are the key shifts the organizations are making in terms of structuring the data science teams
  • How do we engage and retain top talent - given advanced analytics is a niche area.

  • Chaitanya P B K
    Director, Global Analytics and Research Center (GARC)

Take a Break

Break Time | BTOES Financial Services Transformation Live

Take a Break

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

General Session | FROM, The digital transformation agency

General Session | FROM, A digital transformation agency | BTOES Financial Services Transformation Live

What Successful Brands do to Win Digital Customers

 

Customers today expect the brands they deal with to deliver outstanding and seamless digital experiences. COVID is accelerating digital transformations faster than ever, and if your brand isn’t delivering an excellent digital experience, then you’re not meeting your customer’s needs. You might be surviving, but definitely struggling to stay relevant in the digital age.
Companies that have been successful for years face a world that is being changed rapidly by digital and are struggling to keep up, and many once-loved brands are becoming increasingly irrelevant and ultimately disappearing. So what can they do? Transform!
If your brand is failing to thrive, you need to take what is core to your value proposition and adapt it, perhaps significantly, for a world filled with customers who have digital at the center of their lifestyle.
You can achieve the transformational change needed to win the love of today’s customers by following the five-step method outlined in Howard’s Wall Street Journal bestselling book Winning Digital Customers: The Antidote to Irrelevance.
Takeaways:
  • Discover how your brand can remain relevant in today’s fast-paced, post-pandemic era
  • Learn the five steps needed for a brand to succeed in digital transformation.
  • Visualize a comprehensive framework that you can use to help your company pivot its way to digital success
  • Learn why customers love the experiences that leading digital brands provide

 

  • Howard Tiersky
    CEO

Take a Break

Break Time | BTOES Financial Services Transformation Live

Take a Break

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

General Session | Bank Of America

General Session | Bank Of America | BTOES Financial Services Transformation Live

Finding your North Star: Using Principles to Transform Organizations

Moving forward with digital transformation requires a set of actionable outcomes based on principles. Multiple models and frameworks embrace principles first, to understand the why of transformation. Without creating aclear North Star for an organization, people are directionless and working for different goals. Thus, a clear NorthStar needs to be established first to have a clear set of goals for the teams, and alignment on the goals must take place to avoid organizational silos.

In this presentation best practices to create a “North Star” strategic roadmap will be discussed using specific examples used to transform organizations. Specific tools and techniques will be shared based on past experience leading strategic transformation initiatives.

Key Takeaways:

  • Understand how to build a "North Star" vision based on aligned principles to guide transformation
  • Understand how organizational values can act as the "glue" to drive transformation
  • Visualize possibilities for transformation and change by creating a North Star Strategic Roadmap

  • Dr. Gail Ferreira
    Enterprise Agile Leader

Recap | Look Forward Next Event in Series

General Session | Recap | BTOES Financial Services Transformation Live

Recap | Look Forward Next Event in Series

A recap of the days sessions

  • José Pires
    CEO, Global Excellence & Innovation

Additional information