2nd Edition Operational Excellence for Financial Institutions

  • Risk Management
  • 03.12.2021 04:30 pm

New York, NY | Option to attend virtually

March 31 – April 1, 2022 | 08:30 EDT

Striving to achieve operational excellence has been at the forefront for many financial institutions ever since the pandemic started, as many firms had to change the way they delivered products and services to customers while also managing costs and customer expectations. Many firms were also expected to try and deliver great service with fewer resources. As a result, firms had been under enormous pressure to maximise operational excellence while finding innovative ways to deliver better service to customers, while at the same time having to distinguish themselves from competition and remain profitable.

The GFMI 2nd Edition Operational Excellence for Financial Institutions conference, taking place in New York City, on March 31- April 1, 2022 and virtually, will provide Operational Excellence professionals with the latest concepts, tools and technologies that will equip financial institutions with larger operational efficiencies and ultimately drive Operational Excellence. The importance of developing a culture of Operational Excellence will be at the forefront of this conference and delegates will learn new strategies to show the value of Operational Excellence to their organization.

Attending This Premier marcus evans Conference Will Enable You to:


  • Embed a culture of Operational Excellence to strive towards continuous improvement
  • Learn new approaches to get buy-in from all stakeholders
  • Compare the lessons learnt from the COVID-19 Pandemic
  • Improve how Operational Excellence teams are structured to achieve the highest possible ROI
  • Evaluate the best strategies for selecting and testing new tools and technologies to maximize Operational Excellence
  • Enhance metrics and guidelines to measure the success of Operational Excellence across an organization.

Best Practices and Case Studies from:

  • Usha Rao, Director, Strategic Enablement, Prudential
  • Sai Cherla, Chief Administration Officer, Technology and Operations, BMO Financial Group
  • Dan Leeds, Executive Director, Agile Transformation, Morgan Stanley
  • Jarel Hawkins, Senior Vice President, Intelligent Automation and Software Engineering, Truist
  • Manas Tripathy, Head, Transformation and Delivery, Wells Fargo
  • Rebecca McDonough, Vice President, Business Transformation, Mastercard

Financial IT subscribers are entitled to $200 discount! For more information please contact: Ms Ria Kiayia, Digital Media and PR Marketing Executive at riak@marcusevanscy.com or visit: https://bit.ly/3jcIuYO

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