Experience Management: Unlocking Value in Finance Transformation | LinkedIn Live

July 24, 2024

LinkedIn Live

Experience Management: Unlocking Value in Finance Transformation

August 23, 2024

Join Everest Group Partner Shirley Hung and other distinguished panelists on an upcoming LinkedIn Live as they discuss ways to unlock the potential of experience management in finance.

They will discuss:

Key challenges, success criteria, and practical strategies for integrating experience management into finance operations
Using AI and analytics to drive process efficiency and personalization
Strategies for tackling fragmented data landscapes and resistance to change
Creating customer journeys with seamless communications

Shirley Hung

Partner, Everest Group

Sarah (Vinall) Hoxie

Corporate Chief Financial and Accounting Officer, LSC Communications

Tarun Chadha

SVP, Global Advisory Head, Sutherland

Nikhil Anand

SVP, Global Head of Business Services, Sutherland

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

July 23, 2024

ON-DEMAND WEBINAR

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

WATCH THE WEBINAR ON-DEMAND

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

Ronak Doshi

Partner

Kriti Seth

Practice Director

Abhilasha Sharma

Practice Director

Vigitesh Tewary

Practice Director

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

July 10, 2024

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.

Ronak Doshi

Partner

Amy Fong

Partner

REQUEST TO ATTEND

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

July 2, 2024

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.

Piyush Dubey

Practice Director

Parul Jain

Vice President

Nikhil Malhotra

Practice Director

Redefining the Finance Function with Intelligent Automation | Webinar

November 9, 2023

Webinar

Redefining the Finance Function with Intelligent Automation | Webinar

November 9, 2023

Everest Group’s Vignesh Kannan, Vice President, Business Process Services, will join QX Global Group’s Chuy Michel, Head of Intelligent Automation, and Esteban Carril, Managing Director, Latin America, for a powerful session on Redefining the Finance Function with Intelligent Automation.

Key discussion points:

The importance of building a resilient finance operating model.
The role of generative AI, predictive analytics, and digitalization on your future operations.
Learn how Next Generation Finance organizations are overcoming talent shortages and upskilling through innovative sourcing solutions.
From “Back-Office” to “One-Office” – proactively moving up the value chain to support enterprise-wide decision making.

Watch Now

Vignesh Kannan

Vice President, Everest Group

Chuy Michel

Head of Intelligent Automation, QX Global Group

Esteban Carril

Managing Director, Latin America

Disruption and Uncertainty: Today’s CFO Agenda | Webinar

August 1, 2023

ON-DEMAND Webinar

Disruption and Uncertainty: Today’s CFO Agenda

Access the on-demand webinar, which was delivered on Tuesday, August 1, 2023.

As we continue to experience economic uncertainty, CFOs and the finance function in particular face a multitude of challenges, including pricing and cost pressures, shifting customer demand, threats to existing business models, and the ongoing shortage of key talent.

Watch this on-demand webinar as our experts discuss the key priorities for CFOs amidst ongoing disruption, instability, and unpredictability. Participants will gain insights into the challenges organizations face and the steps taken to mitigate them, the evolving landscape of Finance and Accounting (F&A) transformation, key areas driving investments, and the expected role of third-party service providers in this journey.

What questions will the on-demand webinar answer for the participants?

What are the key challenges organizations are facing in the current environment?
What are the crucial steps taken by organizations to navigate the challenges?
What is shaping F&A transformation today?
Which F&A transformation approaches should enterprises follow?
Which F&A areas are driving investments?
What is the expected role of third-party service providers / shared services in supporting businesses?

Who should attend?

CFOs
Finance heads
SVPs, EVPs, VPs, AVPs, and directors of finance
Controllers
BPO strategy heads
Heads of outsourcing

Shirley Hung

Partner

Vignesh Kannan

Vice President

Abhishek Singh

Practice Director

CFO Priorities, Digital Trends, and Transformation Strategies for Finance & Accounting | Webinar

June 21, 2023

Webinar

CFO Priorities, digital trends, and transformation strategies for finance & Accounting

June 21, 2023

8:00 AM PT | 11 AM ET

Join Everest Group’s Vignesh Kannan and other experts for a discussion in a webinar titled, Accelerating Change: CFO Priorities, Digital Trends, and Transformation Strategies for Finance & Accounting.

The speakers will touch on the following key discussion points:

Emerging transformative technologies for finance and accounting to drive success in 2023
Actionable insights by integrating AI, automation, and platforms into financial operations
CFO best practices to minimize overlap/costs and focus on key performance indicators (KPIs)
The roadmap for a robust and resilient finance function: The way forward.

Vignesh Kannan

Vice President, Business Process Services, Everest Group

Navin Gupta

EVP and Head, BPM & Finance Practice, Datamatics

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

December 13, 2022

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

Hrishi Agarwalla

Practice Director

Everest Group

Bhanushee Malhotra

Practice Director

Everest Group

Rajesh Ranjan

Partner

Everest Group

Prashant Shukla

Vice President

Everest Group

Everest Group Engage 2025 – London: Gain practical insights that drive global impact.

Category: Finance and Accounting Services