12th Annual Operational & Back Office
Excellence in Banking Summit

27 - 29 April 2021 | Vienna

During the coronavirus pandemic, regulators and financial institutions are steering through uncharted waters. The lockdown to prevent the spread of the COVID-19 has stopped economic activity across many sectors. Banks have to re-adjust operations, however the crisis will accelerate trends towards digitalisation.

 

The 12th Annual Operational and Back Office Excellence in Banking Summit will give you an opportunity to listen to the industry leaders and experts and to learn the best operational strategies and practices. Do not miss the chance to hear about how banks are handling the pandemic situation or how they managed to retain both the back office efficiency and add to their scalability during this period. Through case-study presentations and panel discussions our expert speakers will discuss RPA and AI in operations, back office transformation, agile methodologies, lean back office strategy, operational excellence and the impact on customer experience or how to adapt your back office strategy to comply with the latest regulatory requirements. Join us at this successful business event and hear from senior-level decision-makers about the best digital transformation approaches which enhance back office and operations in their companies.

Hottest topics will be discussed this annual

  • COVID-19: How banks have responded to the pandemic and implications for the future?
  • Current challenges in banking operations
  • Leveraging RPA technologies and operations transformation
  • Agile methodologies & lean back office strategy
  • Operational excellence and the impact on customer experience
  • A strategic approach to cost efficiency in back office processes

SUMMIT WILL HOST SPEAKERS FROM THE WORLD’S LEADING COMPANIES

Eduardo Lazaro HERMOSILLA

Head of Global Operations Discipline

CASE STUDY DAY 1

BBVA Operations Transformation Journey

BBVA operations transformation strategy is being implemented through different programmes across BBVA footprint. We will share the vision and operational transformation main workstreams, as well as incoming challenges (including post-COVID-19 issues)

• Principles for operations factories
• Operations transformation programme
• Challenges and next steps

Greg COUGHLIN

Vice President, Portfolio and Performance Management

CASE STUDY DAY 2

Accelerating Digital Transformation at Scale

RBC has been quite successful in being able to keep up with changes in the market. While “transformation” has been around for a while, the accelerating pace of technological change is more creative and destructive in the financial services ecosystem today than ever before. Driving transformation in a large organisation with the size and scale of RBC’s has been a challenging and rewarding task. As an organisation, they have invested more than $20B in technology over the past five years to make sure they stay ahead of the curve and over time, they have been able to develop a muscle internally that can quickly adapt to change. They have taken a unique approach to transforming their culture, the technology investments they have made and how they serve clients.

• An overview of digital transformation in the financial services industry
• Introduce RBC and the impact it has on the global marketplace
• RBC’s digital transformation journey
• How did they do it?
• Culture, investments in technology and how they serve clients
• Demonstrate how they are enabling innovation for the future of banking

Joakim CRONE VALENTINER

Head of Back Office

CASE STUDY DAY 1

What Did COVID-19 Teach Us in NAM Operations in 2020?

The pandemic hit the Nordics in February 2020, with lock downs, uncertainty and remote working. The speaker will try to outline the learnings from this period and reflect on how they managed to retain both the back office efficiency and add to their scalability during this period.

• Business continuity planning: COVID-19 operational resilience
• Flexibility and transparency in leadership
• Employee engagement and how to "lean in"

Peter HØJVIG

Lead Consultant

CASE STUDY DAY 1

STRIVE for Perfection in Service Delivery

Danske Bank has developed continuous improvement into a way of management. The effort has been pivotal in delivering on strategic operations ambitions. The presentation tells the story of how customer delivery and continuous improvement is improved. It is all about striving for perfection. It is about managers who strive every day to improve delivery to customers, strive to improve processes and strive to develop people.

• What is the purpose and results?
• What is the STRIVE model? Operating rhythm, management capabilities and needed infrastructure
• How to learn and implement? Coaching at all management levels and go to gemba to learn
• How to sustain and further develop behaviour and performance? Accountability and use of regular assessments

Tobias BERGHOLD

Head of Derivatives and Collateral, Wealth & Market Operations

Head of Derivatives and Collateral, Wealth & Market Operations

Nykredit Wealth Management

Exceeded my expectations in terms of quality of presentations – various backgrounds from presenters and participants

Operations Group Leader, Senior Product Owner at Commerzbank

We offer to world’s leading companies at our summit

Case Studies

Experience leaders will provide you with lessons learned.

Networking

The chance for market-leading business knowledge networking.

Discussions

All attendees will have a great opportunity to discuss a selection of topics in small groups with their peers.

New Ideas

We are partnering with experienced professionals to provide creative ideas, inspiration, and guidance.

Allan Lloyds Summit mission is to exceed expectations

We are committed to achieving new standards of excellence by providing conference formats that encourages interaction, networking and high class knowledge sharing. With experts, well-supported staff, motivated to deliver quality, Allan Lloyds vision is to be recognized as the global leader in providing high quality business conferences.

What we offer to world’s leading companies

  • Experience-based case studies
  • Round table discussions
  • Impeccable networking opportunities
  • Limited number of seats in the audience ensuring friendly atmosphere
  • No media or press presence

Few photos from our summits

Event programme

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Inside you will find

  • What keynote speakers will be taking part in the exclusive speaking panel
  • What Case Studies will be discussed by our senior corporate speakers
  • The minute by minute breakdown of the conference