CEB FS Operations Leadership Council is a membership for innovative operations executives who want to optimize the performance of their function and business. Our research and insights are rooted in the challenges our members deem most important and span topics that impact your organization's day to day as well as longer-term strategic initiatives. We use relationships and learnings from the best financial institutions to help you and your team save time and make better decisions.

Our Research Focus

Equipping our members with the strategic guidance and tactical tools on the topics most important for their function is at the heart of what we do. We don't just point to where you need to go: we provide you with a roadmap and a suite of implementation tools to get you and your team there. Key topics include:

  • Customer Service
  • Operational Efficiency
  • Talent Management
  • Operating Model and Measurement
  • Operational Risk
  • Project & Change Management
  • Process Excellence

Our Latest Research: Building Adaptive Operating Models

Operations teams are increasingly being held accountable for responsibilities such as customer experience management and digital service, which complicate efforts to automate or outsource. This year, we're helping executives learn how to gain efficiencies through more adaptive operation models.

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Speak with our team to learn more.

Interested in Membership?

Membership Features

Research and Insight: Unique research and tools to help business leaders evaluate new issues and challenges

Proven Best Practices: Tested approaches to solving business challenges from our network of leading companies

Advisory Support: Personalized expert guidance and project support for pending decisions, new tactics, internal presentations, and other needs

Decision and Diagnostic Tools: Customized, actionable views of the most important performance metrics in your function

Peer Benchmarks: Relevant, quantitative data and analysis to help allocate resources and target areas with the highest impact

Executive Networking: On-request advice, feedback, and perspective from peer interaction with hundreds of leading executives

Live and Online Learning Events: A wide variety of events exclusively for senior executives, as well as staff training and skill development opportunities

Featured Resources

6 Steps to Successful Budgeting

Are you confident in your 2016 annual budget?

Validate Your Plans

Key Imperatives for 2015

Drive business impact by improving sales and advisor performance, redefining the customer experience, and transforming operations.

Download Key Imperatives

2016 CEB Financial Services Technology Summit

Join financial services strategy and technology executives next April in Boston to discuss what loyalty means in the digital era and how to leverage technology to earn deep relationships.

Learn More

Six Drivers of Efficient and Agile Operations

Financial institutions in the U.S. are only able to resolve 25% of the service issues their customers report. We partner with Operations executives to improve the quality of the experience Operations delivers by building end-to-end, cross-channel service experiences.

Download the Six Drivers

Some of Our Members