CEB FS Operations
Leadership Council

CEB FS Operations Leadership Council enables innovative operations executives to optimize the performance of and drive efficiency through the function and organization. We develop insights from the world’s best financial institutions to help you and your team save time and make better decisions. As technology increasingly drives business outcomes, we provide the guidance and tools that enable business leaders to drive digital and business strategy.  

Our Research Focus

Equipping our members with 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:

Automation and Technology

Operational Efficiency

Talent Management

Customer Service

Process Excellence

 

For Customer Service Leaders

CEB Customer Contact
Leadership Council


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Our Current Research

 

The rise of fintechs and emerging technologies is disrupting financial services. Operations executives must drive positive customer loyalty. To do so, leaders must focus on building customers’ confidence in the firm throughout the customer lifecycle. Teams who successfully build customer confidence will achieve sustainable customer loyalty.

Questions Your Peers Are Asking

  1. Where and how can Operations contribute to building customer loyalty?
  2. How can I build a customer-centric mindset with my staff and wider organization?
  3. How are leading organizations leveraging emerging technologies to enhance the customer experience? 
  4. Which competencies are most important for staff to be successful in a customer-centric function?

Speak with our team to learn more.

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

What Our Members Are Saying

Featured Resources

Related Services

From Our Blogs

Three Technology Trends that All Wealth Managers Should Understand
Profitability is getting harder and harder to come by but, if used right, technology will help wealth managers keep costs down, comply with a growing mound of regulation, and serve clients better. Tue May 16 03:00:07 EDT 2017
Financial Services Operations: Four Digitization Trends to Monitor
Digitization is changing long-cherished conventions and convenient truths in lots of industries, but financial services is at the forefront. Financial services operations teams should keep on top of four trends in particular. Wed May 10 14:25:05 EDT 2017
Commercial Banking: Why JPMC and Goldman Are Betting On Automation
Automation and digitization are shaking up financial services as much as any other industry. Two heavyweights are investing big sums in software that promises lower costs and fewer errors. Tue May 02 03:00:53 EDT 2017

Speak with our team to learn more.

Some of Our Members