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 Previous Keynote Speakers
“get inspired from the world’s leading experts”

Gianfilippo PANDOLFINI
Chief Operating Officer

Back Office Operations and the Impact on Customer Experience
- The challenge of balancing resources utilization vs customer Excellence
- Automation Journey in Back Office Operations
- How to measure the impact of back office operations on the customer experience
- Case study examples of delivering efficiency whilst enhancing the customer experience

Paolo CHIAVERINI
Executive Vice President Head of Group Banking Operations

UniCredit Group Operations: ferrying the Organization towards a digital and data driven model
UniCredit is following an extremely intense transformational path, with a specific focus on digital transition directed towards achieving simplification both in terms of processes and product offer for the sake of higher customer satisfaction and overall quality delivered
- Automation at scale
- Zero touch Operations
- End to end redesign
- Paperless Operations
- Data Driven Operations.

Veronika VASILYEVA
Chief Operations Officer, Global Markets

Microservice approach to back office process
We will elaborate on new answer of back office process design to agile development. How can back office stop being an obstacle, but become a useful partner on time to market of new products. What is the future: specialization, universalization… or both?
- Modular structuring of product lifecycle
- New product constructor
- Specialization vs universalization

Olivier BLANC
Chief Operating Officer

How to Drive Transformation in Operations? Experiences in Private Banking and Funds Services. What to do? not to do? main lessons learned
- Hub and spoke
- BPO, offshoring, nearshoring
- Standardization vs. customization
- End-to-end processes re-engineering
- Digital transformation
- Customer journey
- Operations and IT model (organization, agile at scale)

Zsofia KOVACS
Transformation Manager - Data Quality Management

Transform company management data operations
- Company management: what does it mean?
- Do we have an end-to-end view of our data?
- Transformation opportunities
- Performance management of data operations

Ossi LEIKOLA
Executive Vice President, Head Of Operations

Back Office Operations as part of Data Driven Customer Service
- The challenge in bridging legacy processes with the digital solutions of today
- Looking at operations as a data challenge
- Implementing a data driven customer service delivery model across the back, middle and front offices

Alper SAYIN
Director - Cash Planning & Operations

Cash Balance Optimization Using AI and Big Data
- Brief information about Garanti BBVA and Cash Operations
- Need for Optimization & Need for Big Data and AI Algorithms
- In-house or Outsourcing?
- Variables & Algotihms Used
- Model Results, Screens and Reports
- Lessons Learned
- What is Next?
Companies you Will Meet

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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