Operational Excellence Challenges, Trends and Priorities in Financial Services in 2017

Complimentary Benchmarking Report: 2017 OpEx Challenges, Trends and Priorities in Financial Services

OPEX in Financial Services

As financial services are undergoing rapid digital transformation, emerging technologies such as Blockchain and Robotic Process Automation present great challenges and opportunities for you and your peers. Coupled with an environment of low interest rates and increasing regulation, the need for better cost efficiency and compliance has never been greater.

Process Excellence Network

The PEX Network conducted a survey in November 2016 with senior financial services executives to understand the key challenges, priorities and spend areas for 2017.

PEX Network Complementary Report

Download the Benchmarking report to see the results of the survey, along with leading commentary and insight from financial services experts from ANZ, Mercedes-Benz Financial Services USA LLC, Lincoln Financial Group and Globe North LLC

Key findings of this exclusive report include:

  • For 57% of respondents’ Process Automation is the priority in 2017
  • 54% revealed internal trainings and skill gap to be the biggest challenge
  • 63% think their organization is immature in harnessing digital and automation
  • 75% are looking to invest in Cloud computing in next 18 months
Financial Services Report

Read the benchmarking report now to access the full information on trends, challenges, priorities and more in Operational Excellence for Financial Services

Hope you find the report insightful!

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Steven Bonacorsi


Jamie Burton

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