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

Wealth Management: How to Convert Overlooked Prospects to New Clients
Many high-net-worth individuals without an advisor are open to trying one in the future. The trick is to understand what kind of investor they see themselves as. Fri Apr 21 03:00:27 EDT 2017
Commercial Banking: What Makes an Innovative Product in a Changing Marketplace
Commercial banking customers care about price but they also want a product that helps them run their business better. This gives bankers a lot of scope to mark themselves out from the competition. Mon Apr 03 03:00:46 EDT 2017
Retail Banking: Wells Fargo’s Story Shows How the Industry is Changing
More and more banks are encouraging sales teams to base their entire approach around how to help customers hit their own financial goals. This is much more likely to bring in long-term revenue. Mon Mar 20 04:00:42 EDT 2017

Speak with our team to learn more.

Some of Our Members