Category: Banking Industry

Financial Services and the Hybrid Cloud Advantage: Expert Perspectives on Transformation

Webinar

Financial Services and the Hybrid Cloud Advantage: Expert Perspectives on Transformation

November 14, 2024

Join this webinar featuring Everest Group Practice Director, Kriti Gupta, as she joins fellow industry experts and peers to explore the evolving hybrid and multi cloud landscape.

The panel of experts will dive into the state of hybrid cloud adoption, outline key challenges and strategic considerations, and demonstrate ways to address obstacles related to cloud platform migration, adoption of new technologies, and operational modernization. 

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Kriti Gupta
Practice Director, Everest Group
Andy Haigh
Head of Cloud & Infrastructure Offering at DXC Technology
Greg Allen
Global AWS Practice Leader at DXC Technology
Mariano Luna
Global Head Solution Architecture - Strategic Enterprise Transformation at AWS

Getting Past the Shiny Object Phase of Gen AI in Banking and Financial Services | Webinar

Webinar

Getting past the shiny object phase of Gen AI in banking and financial services

September 23, 2024
11:00 AM PT | 2 PM ET

Catch Everest Group Partner Ronak Doshi as he joins an expert panel to explore how to navigate the complexities of AI integration and governance in the banking and financial services sector to ensure ethical, efficient, and effective deployment. 

The panel will discuss current applications of AI in the banking and financial services industry, showcasing how these technologies are not just futuristic concepts but present-day tools driving operational efficiency and customer satisfaction. Additionally, the session will cover strategic approaches to overcome challenges and optimize AI investments, setting the stage for a future where AI is a cornerstone of industry innovation and growth.

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What you’ll learn:

  • Understanding AI’s Financial Impact: Gain insights into how Generative AI can significantly enhance productivity and profitability in the banking sector, potentially adding $200 billion to $340 billion annually
  • AI Governance: Learn about the frameworks and strategies necessary for robust AI governance to ensure ethical, efficient, and effective AI deployment within financial institutions
  • Real Use Cases of Generative AI: Explore real-world applications of Generative AI in banking and financial services, demonstrating how these technologies are currently enhancing operational efficiency and customer satisfaction
  • Executive Priorities: Discuss the critical priorities for executives to focus on to maximize the return on investment from AI technologies, including strategic implementation and overcoming common challenges
  • Navigating AI Integration Complexities: Delve into the complexities of integrating AI technologies in banking environments, from technical challenges to regulatory compliance and beyond
  • Future Trends in AI and Banking: Look ahead at how Generative AI is expected to evolve and continue transforming the banking industry, potentially leading to new business models and further innovations in customer service and operational efficiency
Ronak Doshi
Partner, Everest Group
Jason Gandy
SVP, Financial Services & Insurance, NTT DATA
Tom Mazzaferro
Chief Data & Analytics Officer, Truist
Mike Sisk
Contributing Editor, American Banker

What’s Next in Financial Services? Driving Transformation Through Sourcing, Technology, and Operations | Webinar

ON-DEMAND WEBINAR

What’s Next in Financial Services? Driving Transformation Through Sourcing, Technology, and Operations

The Banking, Financial Services, and Insurance (BFSI) industry is undergoing major business and IT transformations amid current challenging macroeconomic, geopolitical, and regulatory environments. To navigate these complexities, BFSI organizations need critical market intelligence, peer best practices, and strategic frameworks for informed sourcing, technology, and operational decisions.

In this  webinar, attendees learned how BFSI firms are driving business transformation in response to the macroeconomic environment, evolving customer needs, the tightening regulatory landscape, and the rapid adoption of AI and cloud technologies.

What questions did the webinar answer for the participants?

  • What are the IT and sourcing implications of the business and operating model transformations that BFSI firms are undertaking?
  • What is the product-IT operating model, and what does it mean in the BFSI industry?
  • What is the role of AI in the financial services transformation?
  • Where are industry peers in their generative AI adoption journey from pilot to production?
  • How can BFSI firms extract more value from their core systems by investing in an ecosystem of core augmentation solution providers?
  • What is the upcoming research from Everest Group covering technology providers in the BFSI industry?

Who should attend?

  • CIOs and CTOs
  • IT and BPO strategy and department heads
  • Heads of outsourcing
  • Procurement managers, global sourcing managers, and vendor managers
  • IT and BPO service provider leadership
  • Technology providers
  • Analyst relations
Doshi Ronak
Partner
Seth Kriti
Practice Director
Sharma Abhilasha
Practice Director
Tewary Vigitesh
Practice Director

Banking, Financial Services, and Insurance Leaders Discuss: 2024’s Top Trends in Tech and Ops Sourcing | Virtual Roundtable

Virtual Roundtable

Banking, Financial Services, and Insurance Leaders Discuss: 2024's Top Trends in Tech and Ops Sourcing

July 10, 2024 |
8:00 AM PT | 10:00 AM CT

What are the latest trending issues shaping tech and ops sourcing within the banking, financial services, and insurance (BFSI) sector?

Join your peers as Everest Group analysts guide a dynamic discussion on the most impactful sourcing developments influencing BFSI firms in 2024. This exclusive virtual roundtable, tailored for industry practitioners, will be a flexible forum to raise questions, hear from leaders in the industry, and tap into the expertise of seasoned analysts.

Participants will come away with insights into how sourcing teams across the industry are adapting and thriving in a shifting ecosystem, including:

  • Strategies for supporting IT’s transition toward a product operating model
  • Exploration of total cost rationalization levers across technology, IT services, and operations
  • Insights into designing and aligning objectives and key results (OKRs) for sourcing teams to drive successful outcomes

Who should attend?

  • Sourcing leaders from BFSI
  • Category managers
  • Vendor managers
  • BFSI tech and ops leaders

Virtual Roundtable Guidelines

The only price of admission is participation. Attendees should be prepared to share their experiences and be willing to engage in discourse.

Participation is limited to enterprise leaders (no service providers). Everest Group will approve each attendance request to ensure an appropriate group size and mix of participants. The sessions are 90 minutes in duration and include introductions, a short presentation, and a facilitated discussion.

 

Doshi Ronak
Partner
Fong Amy v1
Partner

REQUEST TO ATTEND

Explore the Potential of Gen AI in BFSI GBS: Charting the Gen AI Path | Virtual Roundtable

Virtual Roundtable

Explore the Potential of Gen AI in BFSI GBS: Charting the Gen AI Path

July 2, 2024

While generative AI has taken center stage in the enterprise transformation journey, many organizations are still struggling to harness its full potential. However, banking, financial services, and insurance (BFSI) GBS could be the catalyst to help solve this challenge.

Join this virtual roundtable, along with our expert analysts and BFSI industry thought leaders, for an engaging discussion into the generative AI promise, its use cases, the key challenges, and the main risks impeding its real-time adoption.

Participants will come away with attainable and realistic use cases for BFSI organizations to drive significant business outcomes, including:

  • Guiding principles for setting up a generative AI ecosystem in GBS
  • Oversight on the overall role generative AI applications can play in the end-to-end service value chain
  • Requisite change management practices for scaled implementation
  • Top skills GBS organizations must be geared for
  • Insights into the outlook for generative AI

Who should attend?

  • GBS leaders
  • GBS strategy leaders
  • GBS site leaders
  • GBS AI/ML or data analytics leaders
  • GBS technology/transformation/IT leaders
  • GBS business units/operations leaders

Virtual Roundtable Guidelines

The only price of admission is participation. Attendees should be prepared to share their experiences and be willing to engage in discourse.

Participation is limited to enterprise leaders (no service providers). Everest Group will approve each attendance request to ensure an appropriate group size and mix of participants. The sessions are 90 minutes in duration and include introductions, a short presentation, and a facilitated discussion.

Dubey Piyush
Practice Director
Jain Parul
Vice President
Malhotra Nikhil
Practice Director

Realize your Embedded Finance and Lifestyle Banking strategy | Webinar

Webinar

Realize your Embedded Finance and Lifestyle Banking strategy

November 16, 2023
8:00 AM PT | 11 AM ET

Join Everest Group Practice Director Kriti Seth in this upcoming webinar to discover how innovative platforms empower financial institutions to navigate the evolving banking regulatory landscape and revolutionize customer experiences. 

Key takeaways from this webinar include:

  • Innovative use cases: explore real-world use cases for open banking, from enabling embedded finance to offering lifestyle finance through personalized services based on customer behavior data
  • Regulatory compliance: understand key regulations and how to look for a robust solution that ensures compliance
  • API monetization models and benefits: understand various API monetization models available and explore the potential benefits of these APIs, including additional revenue streams through value-added services, embedded banking, and open finance, and much more
Kriti Seth
Practice Director, Banking and Financial Services IT and technology research program, Everest Group
Chander Damodaran
Managing Director and Chief Technology Officer, Briliio
Ashraf Souleiman
Chief Technology Officer of Banking, Financial Services, and Insurance, Brillio

Continuous Modernization in an Era of Cost Efficiency: Perspectives for BFS Firms in APAC | Webinar

on-demand WEBINAR

Continuous Modernization in an Era of Cost Efficiency: Perspectives for BFS Firms in APAC

The Asia Pacific (APAC) macroeconomic environment has experienced considerable ups and downs; additionally, banking and financial services (BFS) firms are up against the dual challenge of bringing in cost efficiencies while staying current with the latest technologies.

Amid these ongoing challenges, the paradigm of modernization is shifting from a point-in-time activity to continuous evolution. 

In this webinar, our experts will discuss how, in an era where cost savings is critical, continuous modernization for BFS firms is key.

Our speakers will discuss:

  • What are the key business, technology, and sourcing priorities of BFS firms in Asia Pacific as they accelerate their modernization journey?
  • What is the current state of maturity, and what are the primary challenges for the modernization of banking systems in APAC?
  • What are the key considerations and best practices to modernize core systems in an era of conservative budgets?

Who should attend?

  • CIOs and CTOs
  • IT strategy heads
  • Heads of outsourcing
  • Procurement managers
  • Senior marketing executives
  • Heads of BFS division
  • BFS solutions heads
  • Senior IT applications executives
  • Senior IT sales executives
  • BFS products heads
Pranati Dave
Kriti Gupta
Chirajeet Sengupta

Key Issues for 2023: Rise Above Economic Uncertainty and Succeed | Webinar

on-demand webinar

Key Issues for 2023: Rise Above Economic Uncertainty and Succeed

As we look toward 2023, economic uncertainty is prime and center. Rising inflation, interest rate hikes, and GDP contraction – matched with low unemployment rates and high talent demand – have left business leaders unsure of what to expect and how to prepare for 2023.

Join Everest Group’s Key Issues 2023 webinar as our experts provide insights into the outlook of the global IT-BP industry and discuss major concerns, expectations, and key trends expected to amplify in 2023.

All the data is based on input from global leaders across enterprises, Global Business Services (GBS), and service providers.

Our speakers will discuss expectations for 2023, including:

  • The outlook for global services
  • Top business challenges and priorities
  • Changes in sourcing spend and service delivery costs
  • In-demand digital services and next-generation capabilities
  • The evolving strategy for talent, locations, and the workplace

Who should attend?

  • CIOs, CDOs, CTOs, CFOs, CPOs
  • Service providers
  • GBS / Shared services center heads
  • Global services leaders
  • Locations heads

How can we engage?

Please let us know how we can help you on your journey.

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