Event's Dates & Times

Business Transformation & Operational Excellence Summit in Financial Services Live

September 28-30, 2021

Time Zone
US / Eastern Time (ET)
9.00 AM to 1.00 PM

Business Transformation & Operational Excellence Summit in Financial Services Europe Live

November 02-04, 2021

Time Zone
Central European Time (CET)
9.45am to 1.45pm

Business Transformation & Operational Excellence Summit in Financial Services Asia Live

February 15-17, 2022

Time Zone
Singapore Standard Time (SST)
2.45pm - 6.45pm

Why Attend

BTOES Financial Service Live focuses on practical how to and what to for the Financial services Industry. Case-studies & cutting-edge thinking will provide you with need-to-know takeaways to accelerate your path of business transformation and operational excellence adoption to the next level.

Learn how the most progressive organizations in this space are rethinking and adjusting to prepare for the future, transform their businesses, and gain a competitive advantage.

The business environment is changing faster than at any time in history, and smart organizations know that their company’s competitive advantage today and in the future will come only by transforming their business from end to endfunction by function and process by process.

Practical insights, useful takeaways and templates you can utilise right-away - no matter your maturity. Separate what you really need to know from the useless chatter.

With over 2000 attendees expected, this event is the largest gathering of senior-level financial service executives across the entire Business Transformation & Operational Excellence ecosystem. 

With over 2000 attendees expected, this is not your typical virtual conference. Get ready to be immersed in a highly interactive educational experience, where you can deeply engage with the content and thought-leaders. 

You will hear cutting-edge content, practical advice and case studies with real-world solutions from thought leaders in Financial Services;  sharing best practice, strategies and views on implementing Operational Excellence to enable your Business Transformation for maximum impact with minimum disruption!

You’re on the path, but is it the right one? Whether you are new to OPEX, or at an advanced stage of maturity, BTOES: Financial Services Live will not only help demystify and guide, but provide you with practical take-away’s you can implement in your business immediately, allowing you to access the experience and knowledge of others to help ensure your implementation is rapid, cost-effective and sustainable.

Financial services technology is currently in the midst of a profound transformation, as CIOs and their teams prepare to embrace the next major phase of digital transformation. The challenge they face is significant: In a  competitive environment of rising cost pressures, where rapid action and response is imperative, financial institutions must modernize their technology function to support expanded digitization of both the front and back ends of their businesses.

Furthermore, the COVID-19 crisis is putting immense pressure on technology capabilities (e.g., remote working, new cyber-security threats) and requires CIOs to anticipate and prepare for the “next normal” (e.g., accelerated shift to digital channels).

Practical applications of AI in Financial OPEX

Increasing business value and sustainable improvement through OpEx strategies

Operational Excellence, a Value-based systems approach

How to effectively implement and enable continuous improvement mindset within an organization?

Risk management improvements through OPEX

Establish proper metrics for your continuous improvement OPEX strategy

Design thinking approach

This is a free to attend online conference.

The agenda and speakers will be updated regularly .

Places go very fast, so we highly recommend you register immediately.

Once registered, you will receive an email containing your access details.

This conference is staged on an webinar elite platform, there will be no need to dial in, and you can join from any device. You will experience practical, how to, what to, case-studies and a highly engaging and educational Q&A environment where you can deeply engage with the content and the thought-leaders.

As part of the experience, you will have access to numerous content resources to download. 

We produce the biggest and best events in the Business Transformation & Operational Excellence Industry, that are driven by a huge industry demand for a large-scale, cross-industry, future-focused topics that are energizing, inspiring, and engaging.

Please visit http://btoes.com/ to experience one of our live events. 

Ours event are an entirely fresh experience that define the ecosystem and are where the industry leaders gather to create the future. 

Each event brings together the best and brightest individuals & organizations from across key sectors to engage, network, benchmark and discuss the key challenges and future trends within Advanced Technologies, Impact of Digitalization, Operational Excellence, Lean, Six Sigma and Agile and its application & impact on Business Transformation, Innovation Execution, Agility, Customer Experience, Value Creation, Strategy and the very important challenges surrounding Leadership & Cultural Transformation. 

BTOES Insights is the research arm of Proqis. The public face is a professional online content platform for Business transformation & operational excellence professionals. With exclusive content specifically targeted at answering the most pressing issues currently being faced by senior professional involved in continuous improvement, across all industries. The research BTOES Insight conducts, as well as event specific primary and secondary research, feeds directly into our events, ensuring our topics are addressing the most pressing need-to-know challenges the industry is currently facing. 

Click here to download our research report - The Global State of Operational Excellence: Critical Challenges & Future Trends. 130 pages of the most comprehensive study of critical challenges and future trends within Operational Excellence. 

We are currently the industry's primary online source, with over 278,000 subscribers and 47,000 visitors per month, representing the views of industry thought-leaders and experts, presenting the most innovative opinions, and the highest-quality pieces across all industries.

For more information, please visit https://insights.btoes.com/

Featured Series Speakers

José Pires

Former Global Vice President of Enterprise Business Improvement & Productivity,

Innovation & Excellence

Marco Chmura

Director of Quality & Transformation

Morningstar

Rajeev Jain

Vice President and Head of Finance Global Operations,

HP

Rajesh Rao

Global Head of the RPA & Conversational AI (Chatbot) CoEs,

Nokia

Armand Angeli

Chairman Committee Shared Services, RPA & Intelligent Automation Scientific Committee – Editorial Board F&G President DFCG International (www.dfcg.fr),

DFCG

Benefits of Series

World Class Speakers

Direct access to unrivalled expertise, knowledge and insights from best in class progressive thought leaders

Highly Interactive

Engage in live Q&A , Chat and Polls during the session. 

100% Online

All sessions are digital, access them in real time or on demand; however, and whenever you want.

Works on all devices

Attend on whichever device works best for you.

Cost Effective

We deliver to you, at zero cost, access to World class content and best practices.

No Travel

Minimise down-time with time efficient learning with no need to travel!

Testimonial

You put the very best executive leadership and technical events together for the world's most capable senior executives. This event was the best virtual event of the year, and I was shocked at the sheer number of LinkedIn requests and emails of thanks that I received...

Donald Kuk

President & CEO - Enterprise Intelligent Automation & Transformation, AI, ML, RPA, RFID, OPEX, Rapid Business Recovery & Turnaround - Abbvie

I have had an opportunity to speak/attend at a number of virtual conferences recently and this experience, by far, has been the best. Not only have all of the speakers been wonderful, but the leadership from Jose and Brian have been tremendous. Thank you for the opportunity to be a part of this event!

Dr. Marlene R. Kolodziej, DBA, ITIL

Vice President, Centralized Services - RICOH USA, INC.

Just wanted to let you know that I recently submitted my candidacy to speak at the upcoming BTOES @ Home conference in November. I am excited to once again be a participant and to engage with your attendees. Please let me know the outcome regarding next steps.

Douglas Flory

Director of Change Management - LogMeIn

Honored to be part of this and learning from esteemed leaders like all of you here. Many thanks to Jose and Brian for giving the opportunity and great support! Wishing you all the best and looking forward to keeping in touch!

Rizki Ridwan

Vice President, Group Operational Excellence - Indosat Ooredoo

Wonderful week and amazing sessions. Was honored to be included in this group and appreciated all the learning.

Yosi Kossowsky

Culture and Business Change Lead - Cisco

Thanks Again for the opportunity to share with your audience. I'm hopeful it was valuable, as I enjoyed presenting.

Bilal Muhammed. PhD

VP, Information & Cyber Security - Policy Adherence Assurance - Wells Fargo

Firstly, Thank you for the opportunity today. Great conference and very engaged audience!

Zahra Mahedi

Global Digital Leader, Marketing Automation & Demand Generation - Honeywell International, Performance Materials and Technologies

Thank you so much Brian for leading this end-to-end. I have "spread the word", like you said :D by sharing the  "what's up next" link of BTOES as well as the EA Live page on my LinkedIn post so that more people can get to experience the amazing sessions in future.  I myself too would be looking forward to attending some of those. It's an interesting line-up !

Aura Bhattacharjee

Planning and Governance Lead - Mondelez

Thanks a lot for this opportunity. And for your patience and help with making us prepped for how to use the gotomeeting app. Much appreciated!

Artur Prues

Senior Business Architect - HSBC

Thank you very much for the invitation and great organization. I really enjoyed to be part of this event and shared our approach & lessons learned.

Nuray Gurtekin Sen

Head of Business Excellence and Operational Transformation - Siemens AG

Thanks again for your efforts. I'm glad that we were able to secure the speaking slot at Process Mining Live.

Jon Knisley

Consultant - FortressIQ

You put the very best executive leadership and technical events together for the world's most capable senior executives. This event was the best virtual event of the year, and I was shocked at the sheer number of LinkedIn requests and emails of thanks that I received...

Donald Kuk

President & CEO - Enterprise Intelligent Automation & Transformation, AI, ML, RPA, RFID, OPEX, Rapid Business Recovery & Turnaround - Abbvie

I have had an opportunity to speak/attend at a number of virtual conferences recently and this experience, by far, has been the best. Not only have all of the speakers been wonderful, but the leadership from Jose and Brian have been tremendous. Thank you for the opportunity to be a part of this event!

Dr. Marlene R. Kolodziej, DBA, ITIL

Vice President, Centralized Services - RICOH USA, INC.

Just wanted to let you know that I recently submitted my candidacy to speak at the upcoming BTOES @ Home conference in November. I am excited to once again be a participant and to engage with your attendees. Please let me know the outcome regarding next steps.

Douglas Flory

Director of Change Management - LogMeIn

Honored to be part of this and learning from esteemed leaders like all of you here. Many thanks to Jose and Brian for giving the opportunity and great support! Wishing you all the best and looking forward to keeping in touch!

Rizki Ridwan

Vice President, Group Operational Excellence - Indosat Ooredoo

Wonderful week and amazing sessions. Was honored to be included in this group and appreciated all the learning.

Yosi Kossowsky

Culture and Business Change Lead - Cisco

Thanks Again for the opportunity to share with your audience. I'm hopeful it was valuable, as I enjoyed presenting.

Bilal Muhammed. PhD

VP, Information & Cyber Security - Policy Adherence Assurance - Wells Fargo

Firstly, Thank you for the opportunity today. Great conference and very engaged audience!

Zahra Mahedi

Global Digital Leader, Marketing Automation & Demand Generation - Honeywell International, Performance Materials and Technologies

Thank you so much Brian for leading this end-to-end. I have "spread the word", like you said :D by sharing the  "what's up next" link of BTOES as well as the EA Live page on my LinkedIn post so that more people can get to experience the amazing sessions in future.  I myself too would be looking forward to attending some of those. It's an interesting line-up !

Aura Bhattacharjee

Planning and Governance Lead - Mondelez

Thanks a lot for this opportunity. And for your patience and help with making us prepped for how to use the gotomeeting app. Much appreciated!

Artur Prues

Senior Business Architect - HSBC

Thank you very much for the invitation and great organization. I really enjoyed to be part of this event and shared our approach & lessons learned.

Nuray Gurtekin Sen

Head of Business Excellence and Operational Transformation - Siemens AG

Thanks again for your efforts. I'm glad that we were able to secure the speaking slot at Process Mining Live.

Jon Knisley

Consultant - FortressIQ

Attendees

Get The Latest Info

Get the the latest Agenda as soon as it's released.
Plus, announcements on the forward-thinking speakers and visionaries.