2nd Annual
Global
Back Office & Operational Excellence
in Banking Summit
14th - 16th of March 2023, Barcelona
(Time Zone: CEST)
Join us In-Person or Online
2 DAYS CONFERENCE + WORKSHOP

The Event!
We are excited to inviting you at our upcoming 2nd Annual Global Back Office and Operational Excellence Banking Summit that will take place in Barcelona this coming March. This summit will equip professionals from banking industry with the appropriate strategies to stay up to date with back office and operational strategies that some of the industry leaders are implementing and using these days.
Participants can explore a broad range of current and future trends via the round table discussion and interactive panel discussion, case studies etc. The summit is a strategic platform which is designed for information exchange and networking with top experts from all across the globe.
We will be looking forward to meeting you at our event!
Who Should Attend
CROs, CEOs, CFOs, COOs, VPs, MDs, Global Heads, Directors, Department Heads and International Managers from Banking industry involved in:
- Back Office
- Operations
- Process Management
- Operational Excellence
- Shared Services
- Outsourcing
- Information
- Technology
- IT Management
- Workforce Optimization
- Process Improvement
- Clearing & Settlement
- Human Resources
- Strategic Planning
- Business Performance
- Development
- Administration
- Payment systems
- Organization Department
- Derivatives Operations
- BPM

Key Topics!
- Shifting Back Office to a self-organized customer delivery office
- Digital transformation – back office challenges in retail banking
- Operational Excellence & Company Management Data in Banking
- Back-Office Overhaul Critical to Digital Banking Transformation
- Ways to improve service quality, efficiency and security in Operations Dpts
- Reaching a new target offer on Client Experience that was our first objective comparing what was before the pandemic and after due to a huge change and the needs of customers Basing on three pillars
Join Us in Barcelona!
Some Of Our Keynote Speakers
“get inspired from the world’s leading experts”

Philippe De Brossard
Program Director, Global Head of Client Experience

Reaching a new target offer on Client Experience that was our
first objective comparing what was before the pandemic and after
due to a huge change and the needs of customers Basing on
three pillars
- Client Experience
- Client Centricity Expertise
- Steering
Beate van Loo-Born
Head Global Business Management (COO)

How to deal with disruption and ever changing systems
Lessons from Tarzan economics, systems theory, black and green swans and
sustainability
- Why is it so important to understand and care about the big picture?
- Why aren’t sustainability and business mutually exclusive.
- What are black swans, green swans and wicked problems and how are they interconnected?
- What does that have to do with Tarzan economics? problems interconnected?
Jakob Aarup Petersen
Group Executive Vice President

Shifting Back Office to a self-organized customer delivery office
- Customer Centricity
- Process Architecture
- Agile Leadership
- Self-organised teams
We are continuously creating process analysis, digitalization and simplification, but sometimes
we need to have the right structure and mindset to succeed in executing the strategy. It is key to
put the right human competencies into play transforming Back Office into a self-organized unit
with strong Customer Centrix focus. This presentation will focus on Customer Centricity,
Operational Excellence, Process Architecture, Self-organized culture & Agile Leadership

Hasintha Gunawickrema
MD - Chief Control Officer

Simplify, Automate and Digitise
Deliver better operational efficiency, Cost management and best customer outcomes
COOs and Operational heads cannot just focus on day to day operational
management any longer, the need to spin many plates is super critical, especially
when every industry is experiencing huge challenges to deliver within a healthy cost
income ratio. How can Operational leaders lead with impact and transform their
businesses.
- The value of understanding end to end service model to deliver better operational efficiency
- Leading both transitional changes to run the business and transformational changes to build long term strategic direction
- Experiment and innovate through technology in delivering sustainable cost saves
and a competitive edge - Transform not just the operations but also your business culture…No Strategy can be delivered at pace if not built on a robust value driven culture

Björn Welander
Head of Securities & Wealth Operations

Robotics & Artificial intelligence vs People and Human Competence
Our world, and consequently our processes, are being automated in an ever-increasing pace. On top of that we have started using robots and artificial intelligence to replace the
remaining human decisions made in the processes. Therefore it is fair to ask what role
Operations will play in the financial industry in a future automated world.
What is the future of Operations, if there even is one…?
Jitka (Hanzlíčková) Haubova
COO, member of the Board

Digitalization, Agile and Flexible working in the Middle Back Offices
KB has successfully deployed almost all new SWs in the Payment area and launched.
Digitalization, Automation, Agile and Home Office working in the Middle Back Offices where we have moved from manual and repeated paper-based work to having flexible teams with:
- a unified E2E digital task workflow an
- incorporated measurable metrics
- automated processes and robots
- the implementation of Lean Agile management throughout 700 colanguages
- an ESG dematerialization activity to reduce the volume of old documents by scanning to make docs accessible electronically
These steps have enabled us to save costs and maintain high client standards despite increased transactional flow – A BIG THANK TO OUR CUSTOMER FOR THE TRUST
Interested to see the rest of the speakers?
Companies you Will Meet

Event Sponsors
GOLD Sponsors:

RAQUEST
Withholding taxes made simple.
RAQUEST is the leading software for relief at source and reclaim of foreign withholding taxes.


CONFIRMATION
Is the leading digital platform and global network trusted by more than 16,000 audit firms, 4,000 banks and departments, and 5,000 law firms to quickly and securely verify financial data. Confirmation invented electronic confirmations nearly 20 years ago, reshaping the audit confirmation process. Today 1.5 million auditors, bankers and financial professionals around the world trust Confirmation to validate data and identify fraud.

Sponsors & Exhibitors are Welcome











Sponsorship opportunities
If you are looking to build awareness of your brand in the Banking industry, it doesn’t get bigger than the “2nd Annual Global Back Office and Operational Excellence in Banking Summit“ that will be held in Barcelona from 14th – 16th of March 2023.
Marxo Smith Events sponsorship opportunities provide your organisation with substantial international exposure, increasing visibility of your brand and your networking capacity. We have a sponsorship package suitable for you, no matter how big or small your budget..
Download the program to see how you can get involved.
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