16th Annual Operational and Back Office Excellence in Banking Summit
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Past Speakers
SEE THE PREVIOUS SPEAKERS & CASE STUDIES
CASE STUDY
Intro to Nykredit’s Operational Excellence Transformation
Intro to Nykredit’s operational excellence transformation that started in 2023. Focus on lean, continuous improvements, process mining, AI, and, most importantly, benefit realisation.
- 01Focus on specific examples of initiatives that we have started
The credit card industry has undergone significant changes over the years, driven by technological advancements, changing consumer behaviours, and regulatory developments. This presentation will trace the evolution of credit card product management, from its early days to the present, and explore the key trends shaping its future. We will discuss how product managers have adapted to new challenges and opportunities, such as the rise of digital payments, the importance of data analytics, and the increasing focus on sustainability. We will also examine the role of innovation in driving product development and enhancing the customer experience. Finally, we will look ahead to the future of credit card product management, discussing emerging trends and strategies that will shape the industry in the years to come.
CASE STUDY
Scalable Set-Up for KYC Operations
We are at a stage in AI Transformation where Return on Investment (ROI) should be discussed. Endless alternatives and use cases created a backlog, which requires prioritisation of ROI and the effectiveness of these solutions. Even though we are still navigating the complexities of making these calculations, structuring the discussion is a good starting point.
- 01Leading the design and implementation of scalable processes for KYC operations globally
- 02Driving efficiency and automation in KYC workflows to manage increasing client volumes
- 03Ensuring compliance with regulatory requirements while maintaining operational excellence
Payit is UAE’s first fully featured digital wallet. This presentation narrates the story of how a digital wallet transformed financial transactions for families and communities in the region into joyful moments by thoughtfully curating experiences centred around customers’ spending, sending, and borrowing moments, enabled by the comfort and convenience of digital. This led to the wider acceptance of Payit and an upsurge in usage and profitable revenues.
CASE STUDY
How to Evaluate the Digitisation Maturity of E2E Processes and Use Shared OKR (Objective Key Results) Methodology for Digital Optimisation and Automation?
Digitising end-to-end lending processes begins with understanding the current digital status and identifying key areas for enhancement. Evaluating mid and long-term automation potential can uncover significant efficiency opportunities. Focusing on high-impact areas ensures effective implementation. Setting ambitious goals and using Shared OKRs helps monitor progress, foster collaboration, and maintain transparency.
- 01Digitising E2E Lending Processes:
- ⚫Understanding the digitisation status of a process, identifying key areas for digital enhancement and optimisation
- 02Maximising Automation and Setting Clear Goals:
- ⚫Ensure digitisation and optimisation by Shared OKRs, agile mindset and transparent tracking
This presentation will provide an in-depth analysis of the financial industry’s transformation, from its traditional banking roots to the rise of fintech and the disruptive influence of Web3 technologies. By examining the historical context, key innovations, and future implications, we will gain a comprehensive understanding of how the financial landscape has been reshaped and what the future holds for the industry. Join me to understand finance’s past, present, and future in a rapidly changing digital world.
CASE STUDY
Unlocking Back-Office Excellence: The Power of Agile and Lean Six Sigma in Banking
Agile and Lean Six Sigma can transform banking back-office operations by improving efficiency, reducing waste, and enhancing responsiveness. Agile fosters flexibility and quick adaptation to change, while Lean Six Sigma focuses on eliminating inefficiencies and improving quality. Together, they streamline workflows, cut costs, and boost compliance. By implementing these methodologies, banks can reduce cycle times, improve accuracy, and create a more agile, future-ready back office. Integrating digital tools like automation and AI further strengthens these efforts, ensuring continuous improvement and resilience in the face of evolving challenges.
- 01Context & Relevance
- 02Overview of Agile and Lean Six Sigma
- 03Implementation Steps
- 04Benefits & ROI
- 05Future-Readiness
In today’s rapidly evolving digital landscape, the banking sector faces increasingly sophisticated cyber threats. As banks continue to innovate and expand their digital services, ensuring robust cybersecurity measures is more critical than ever. This presentation, titled “Evolving Cybersecurity in the Banking Sector: Strategies for Adapting to Emerging Threats,” will explore the latest trends in cyber threats, discuss effective strategies for mitigating risks, and highlight best practices for maintaining security in an ever-changing environment. Join us as we delve into the challenges and solutions that are shaping the future of cybersecurity in banking.
CASE STUDY
Demystifying Digital and Agile transformation
Banking is more and more about Information Technology and IT in Banks evolves from purely support function towards business enabler and driver. “Digital” transformation and Agile methodologies go hand in hand, they are nothing new in IT, but Banks need to adapt to this change of paradigm. And, although Banks invest a lot in their IT, when comparing to other industries, returns are modest. What can we learn from past mistakes and how to make these transformations more useful?
- 01Common pitfalls of Agile transformation — mistakes you could avoid
- 02Is Agile just a new way of working, or is there more — what did we miss?
- 03How can “digital documents” hinder and limit your digital transformation?
Today’s modern workforce is comprised of multiple generations with diverse perspectives, experiences, and preferences. As we move towards the future, the number of generations in the workplace is set to increase. There are significant impacts on any organisation due to the generation gap. Technology offers numerous tools and platforms that facilitate communication and bridge the gap between different age groups. Additionally, the technology addresses and unlocks the NextGEN connections.
CASE STUDY
Intro to Nykredit’s Operational Excellence Transformation
Intro to Nykredit’s operational excellence transformation that started in 2023. Focus on lean, continuous improvements, process mining, AI, and, most importantly, benefit realisation.
- 01Focus on specific examples of initiatives that we have started
The credit card industry has undergone significant changes over the years, driven by technological advancements, changing consumer behaviours, and regulatory developments. This presentation will trace the evolution of credit card product management, from its early days to the present, and explore the key trends shaping its future. We will discuss how product managers have adapted to new challenges and opportunities, such as the rise of digital payments, the importance of data analytics, and the increasing focus on sustainability. We will also examine the role of innovation in driving product development and enhancing the customer experience. Finally, we will look ahead to the future of credit card product management, discussing emerging trends and strategies that will shape the industry in the years to come.
CASE STUDY
Scalable Set-Up for KYC Operations
We are at a stage in AI Transformation where Return on Investment (ROI) should be discussed. Endless alternatives and use cases created a backlog, which requires prioritisation of ROI and the effectiveness of these solutions. Even though we are still navigating the complexities of making these calculations, structuring the discussion is a good starting point.
- 01Leading the design and implementation of scalable processes for KYC operations globally
- 02Driving efficiency and automation in KYC workflows to manage increasing client volumes
- 03Ensuring compliance with regulatory requirements while maintaining operational excellence
Payit is UAE’s first fully featured digital wallet. This presentation narrates the story of how a digital wallet transformed financial transactions for families and communities in the region into joyful moments by thoughtfully curating experiences centred around customers’ spending, sending, and borrowing moments, enabled by the comfort and convenience of digital. This led to the wider acceptance of Payit and an upsurge in usage and profitable revenues.
CASE STUDY
How to Evaluate the Digitisation Maturity of E2E Processes and Use Shared OKR (Objective Key Results) Methodology for Digital Optimisation and Automation?
Digitising end-to-end lending processes begins with understanding the current digital status and identifying key areas for enhancement. Evaluating mid and long-term automation potential can uncover significant efficiency opportunities. Focusing on high-impact areas ensures effective implementation. Setting ambitious goals and using Shared OKRs helps monitor progress, foster collaboration, and maintain transparency.
- 01Digitising E2E Lending Processes:
- ⚫Understanding the digitisation status of a process, identifying key areas for digital enhancement and optimisation
- 02Maximising Automation and Setting Clear Goals:
- ⚫Ensure digitisation and optimisation by Shared OKRs, agile mindset and transparent tracking
This presentation will provide an in-depth analysis of the financial industry’s transformation, from its traditional banking roots to the rise of fintech and the disruptive influence of Web3 technologies. By examining the historical context, key innovations, and future implications, we will gain a comprehensive understanding of how the financial landscape has been reshaped and what the future holds for the industry. Join me to understand finance’s past, present, and future in a rapidly changing digital world.
CASE STUDY
Unlocking Back-Office Excellence: The Power of Agile and Lean Six Sigma in Banking
Agile and Lean Six Sigma can transform banking back-office operations by improving efficiency, reducing waste, and enhancing responsiveness. Agile fosters flexibility and quick adaptation to change, while Lean Six Sigma focuses on eliminating inefficiencies and improving quality. Together, they streamline workflows, cut costs, and boost compliance. By implementing these methodologies, banks can reduce cycle times, improve accuracy, and create a more agile, future-ready back office. Integrating digital tools like automation and AI further strengthens these efforts, ensuring continuous improvement and resilience in the face of evolving challenges.
- 01Context & Relevance
- 02Overview of Agile and Lean Six Sigma
- 03Implementation Steps
- 04Benefits & ROI
- 05Future-Readiness
In today’s rapidly evolving digital landscape, the banking sector faces increasingly sophisticated cyber threats. As banks continue to innovate and expand their digital services, ensuring robust cybersecurity measures is more critical than ever. This presentation, titled “Evolving Cybersecurity in the Banking Sector: Strategies for Adapting to Emerging Threats,” will explore the latest trends in cyber threats, discuss effective strategies for mitigating risks, and highlight best practices for maintaining security in an ever-changing environment. Join us as we delve into the challenges and solutions that are shaping the future of cybersecurity in banking.
CASE STUDY
Demystifying Digital and Agile transformation
Banking is more and more about Information Technology and IT in Banks evolves from purely support function towards business enabler and driver. “Digital” transformation and Agile methodologies go hand in hand, they are nothing new in IT, but Banks need to adapt to this change of paradigm. And, although Banks invest a lot in their IT, when comparing to other industries, returns are modest. What can we learn from past mistakes and how to make these transformations more useful?
- 01Common pitfalls of Agile transformation — mistakes you could avoid
- 02Is Agile just a new way of working, or is there more — what did we miss?
- 03How can “digital documents” hinder and limit your digital transformation?
Today’s modern workforce is comprised of multiple generations with diverse perspectives, experiences, and preferences. As we move towards the future, the number of generations in the workplace is set to increase. There are significant impacts on any organisation due to the generation gap. Technology offers numerous tools and platforms that facilitate communication and bridge the gap between different age groups. Additionally, the technology addresses and unlocks the NextGEN connections.
Hottest topics
LOOK AT THE TOPICS THAT WERE DISCUSSED
- 01Automation and Digital Transformation of Back Office
- 02Agile Principles and Lean Six Sigma
- 03Operational Excellence and Emerging Trends
- 04Business Process Management (BPM) and Business Process Reengineering (BPR)
- 05Hyper-personalisation in Banking
- 06Banking as a Service (BaaS) Provider
Testimonials
What our users say about our conferences
Valuable and beneficiary. I liked best about this conference the variety of topics along digitalisation from different speaker.
Deutsche Bank
Head of Wealth Management Operations Europe
Very interesting event to share experience with our peers and to see how they manage transformation.
Société Générale
Chief Operating Officer
Overall, very professional event with a very diverse set of presentations, all relevant to the key issues faced by banks today.
Barclays
Head of Controls Automation
I am attending Allan Lloyds’ conferences for several years in a row and I find them extremely well organised in comparison to others.
Nordea Asset Management
Head of Derivatives Operations
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