12th Annual Operational & Back Office Excellence in Banking Summit


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.

Join us and register today

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Key speakers

Paolo <br><b>CHIAVERINI</b>

Paolo
CHIAVERINI

EVP, Head of Group Banking Operations
Tobias <br><b>BERGHOLDT</b>

Tobias
BERGHOLDT

Head of Derivatives and Collateral, Wealth & Market Operations
Joakim <br><b>CRONE VALENTINER</b>

Joakim
CRONE VALENTINER

Head of Back Office
Greg <br><b>COUGHLIN</b>

Greg
COUGHLIN

Vice President, Portfolio and Performance Management
Eduardo Lazaro <br><b>HERMOSILLA</b>

Eduardo Lazaro
HERMOSILLA

Head of Global Operations Discipline
Peter <br><b>HØJVIG</b>

Peter
HØJVIG

Lead Consultant


Key topics

  • 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



Who Should Attend

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