Category: Banking Industry

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

LIVE 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.

Contact Us

"*" indicates required fields

Please review our Privacy Notice and check the box below to consent to the use of Personal Data that you provide.