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

Agenda

Tuesday Wednesday Thursday

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

Day 1 | Tuesday | 7th November 2023

Welcome to BTOES Financial Services Transformation Live

General Session | BTOES Financial Services Live

Welcome & Introduction

Welcome and introduction to BTOES Financial Services Transformation Virtual Conference.

| BTOES Financial Services Live

Process Improvement from Design to Execution

Financial services need to be able to run effective process management programs to adapt to changing markets and proactively improve their businesses. In this presentation, you’ll learn about the process improvement lifecycle as well as new ways to capture valuable process intelligence while democratizing this information across the entire enterprise. 

Find out how to: 

  • Use the 5 steps involved in the process improvement lifecycle to optimize current processes 
  • Gain visibility into existing processes and evaluate areas of underperformance 
  • Boost customer experience, retention, and growth using the loan process

 

With this information, organizations can benefit from added visibility to streamline processes, cut costs, and make progress toward business goals.

  • Roland Woldt
    Vice President Global Consulting
  • James Berrocales
    Solutions Engineering Manager

Take a Break

Break Time | BTOES Financial Services 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 | Oracle

Oracle | BTOES Financial Services Live

New Levers For Operational Efficiencies: Balancing Digitization With Evolving Risks And Sustainability

FSI responded to the pandemic by ramping its efforts to revitalize digital channels. Now, with the possibility of an economic downturn, most firms shift their focus to cost transformation and increasing investment in security, stability, and sustainability. 

  • Risk management is becoming more predominant, focusing on accountability and responsibility with significant investment in data, infrastructure, reporting capabilities, and compliance. 
  • FSI firms emphasize adopting ESG targets in their products, operational processes, and corporate strategy.
  • Cost transformation is characterized by new levers like product rationalization, IT modernization, and the hybrid workforce, which can be measured through business outcomes other than cost savings.

  • Luisella Giani
    EMEA Head of Industry Transformation

Take a Break

Break Time | BTOES Financial Services 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 | Amazon

Amazon | BTOES Financial Services Live

Emerging Technologies for Business Transformation & Operational Excellence

In a rapidly changing digital landscape, public sector finance institutions worldwide face an array of opportunities and risks. They must explore ways to update their national monetary systems and asset management approaches to meet the needs and demands of a new digital economy. Many of them are leveraging emerging technologies such as AL/ML, blockchain, IoT, and mateverse to enable their business transformation and operational excellence. In this session, we will discuss some of the key benefits of emerging technologies and explore how some of the cloud based innovations have been deployed in supporting the digital transformation of these organizations.

 

Take a Break

Break Time | BTOES Financial Services 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 | Intuit

Intuit | BTOES Financial Services Live

Transforming your business is transforming your mindset; Key lessons in building a team that lifts the business

  • Set the Goal – and be sure everyone knows it.

  • Change, blame, and the stickiness factor.

  • The right team will get you everywhere.

  • The dying art of ROI and the importance of accurate tracking of improvements.

 

Recap | Look Forward Next Event in Series

General Session | Recap | BTOES Financial Services Live

Recap | Look Forward Next Event in Series

A recap of the days sessions

Day 2 | Wednesday | 8th November 2023

Day 3 | Thursday | 9th November 2023

Additional information