skip to Main Content

11TH ANNUAL OPERATIONAL & BACK OFFICE EXCELLENCE IN BANKING SUMMIT

15 - 17 SEPTEMBER 2020 | VIENNA
first-image

PAST SPEAKERS

SEE THE PREVIOUS SPEAKERS & CASE STUDIES

Veronika
VASILYEVA

Chief Operations Officer, GM

Olivier
BLANC

Chief Operating Officer

Alper
SAYIN

Director - Cash Planning & Operations

Philippe
ZANA

Chief Information Officer

Otti
VOGT

Chief Operating Officer

Chris
TRILL

Global Head of Consumer Services, HSBC Global Operations

CONFERENCE TOPICS 2020

LOOK AT THE TOPICS THAT WERE DISCUSSED

  • Trends and Challenges in Banking Operations
  • Back Office Transformation
  • RPA (Robotic Process Automation) and AI (Artificial Intelligence) in Back Office
  • PSD2 and Open Banking
  • Agile Methodologies
  • Operational Excellence and the Impact on Customer Experience
  • Back Office Workforce Optimisation

DESIGNED FOR

Members of board, C-level, Senior/Global Vice Presidents, Directors and Heads of departments from banking industry involved in:

  • Operations
  • Operations Support
  • Operations Strategy
  • Financial Markets Operation
  • Fund Department – Operation Management – Fund Operations
  • Derivatives Operations
  • Trade Operations (Trading of securities, Trade confirmation and settlement, regulatory compliance)
  • Shared Services
  • Lean Transformation/Lean Competence Centre
  • IT
  • RPA
  • Customer Operations
  • Consumer Services
  • Infrastructure Support
  • Branch Support
  • Global Operating Models and Smart Sourcing
  • Organisation Department
  • HR Operations

CASE STUDIES

PAST CASE STUDIES INCLUDE

CASE STUDY / DAY 1

How to Drive Transformation in Operations? Experiences in Private Banking and Funds Services

What to do? What not to do? Main lessons learned.

  • Standardisation vs. customization
  • Hub and spoke
  • BPO offshoring/nearshoring
  • Digital transformation
  • End-to-end processes re-engineering
  • Customer journey
  • Operations and IT (organisation, agile at scale)

Olivier
BLANC

Chief Operating Officer

Alper
SAYIN

Director - Cash Planning & Operations

CASE STUDY / DAY 1

Cash Balance Optimisation Using AI and Big Data

In-house built cash forecasting tool for branches of the Garanti BBVA will be presented. Both technical and strategic aspects of using AI tools/ algorithms and big data will be discussed. Additionally, pros and cons of building an in-house model vs. outsourcing a tool, lessons learned while using big data, POV/POC results achieved through the project and major key takeaways that can help other organisations will be shared.

  • Optimising cash cycle with AI and the need for big data
  • In-house or outsource?
  • Key elements needed for optimisation (variables, time cycles, margins, cash availability, parametric constraints, etc.)
  • Realised results, success rates and lessons learned

CASE STUDY / DAY 2

Leading Agile Transformation

Traditional management practices have often treated employees like cogs in a machine. Today, facing ever more uncertain environments, companies need to “compete on learning” – which requires significant changes in management and leadership. Yet, up to 70% of Agile transformations fail. So what should Agile leaders do in order to drive sustainable success? I will argue that leaders will often need to work through personal developmental transformation in order to become a catalyst for the development of others. And I will share some tales from our own.

  • Agile principles
  • Agile leadership through personal and organisational transformation
  • Agile leadership tools
  • ING’s experience with Agile in delivery and back office

Otti
VOGT

Chief Operating Officer

Chris
TRILL

Global Head of Consumer Services, HSBC Global Operations

CASE STUDY / DAY 2

Current Trends and Challenges in Banking Operations

The Open Banking vision of 2030 depends on simplification, both on the inside and on the outside. When evaluating their options today, customers do not compare banks – they compare convenience, experience and better service features. Digital transformation will help us meet customer expectations of experiences that are simply better and faster. But we need to overcome the legacy barriers in order to move forward.

  • Right scoping of the change
  • Bet on the right technology
  • Make the right people’s choices
  • Imagine what is next

PRE-CONFERENCE WORKSHOPS

15 September 2020 I 15.00 – 17.00

PSD2 and Open Banking

  • How is regulation unlocking the potential of Open Banking
  • Will PSD2 be the driver for a new era in Open Banking?
  • What do we have to expect from the Open Banking scenario?
  • Potential dangers of sharing data in Open Banking
  • Is Open Banking less about technology and more about people?

RPA (Robotic Process Automation) and AI (Artificial Intelligence)

  • Leveraging RPA technologies
  • What are the current limitations for RPA technology and its implementation?
  • How to optimise available technologies while considering the future potential for artificial intelligence
  • Augmented intelligence vs. artificial intelligence
  • What is the potential impact for organisations as RPA technology develops, including how this may affect jobs and the workforce?

SPONSORS 2020

A SPECIAL THANK YOU TO OUR SPONSORS

STAY UPDATED FOR THE 2021 EDITION

Provide us with your contact details and our team will get back to you with all the updates regarding the upcoming edition of this event.

Back To Top

RELATED EVENTS

9th Annual Digital Banking & Mobile Payments Summit
7th Annual Product Development Excellence in Banking Summit
6th Annual Product Development Excellence in Banking MENA Summit
4th Annual Retail Banking Technologies MENA Summit