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.
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
Key Imperatives for 2015
Drive business impact by improving sales and advisor performance, redefining the customer experience, and transforming operations.
2015 CEB Financial Services Technology Summit
This April, financial services strategy and technology executives gathered in Boston to discuss how to engage clients and enable staff to win in the era of empowered customers.
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.