2nd Annual Back Office Innovation For Financial Services Summit

Frankfurt, Germany / 3 - 4 December, 2020

Welcome to 2nd BOI Summit in Financial Services

Nowadays the back office largely remains the backbone and driving engine of any financial enterprise. Before the digital transformation kicked in, it was something systemic, efficient and reliable; in other words – independent of revenue. Increasing competition, sophisticated modern-day technology started to weigh in on this perspective, challenging managers to rethink the way they look at the back-office. Complex regulations, potential of automation and workforce optimization are just some of current trends impacting back-office operations.

 

Join us for this Summit to learn about these and other forces shaping back-office evolution and leave invigorated with fresh ideas and perspectives. This platform is a great chance to network with like-minded peers in a vibrant atmosphere of warm & blooming Frankfurt.

 

 

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Events Highlights

  • 15
    Speakers
  • 10
    Networking Hours
  • 10
    Round Tables
  • 14
    Case Studies

Speakers

The upcoming summit will welcome executives from some of the world's biggest and most recognisable firms - as well as the most forward-thinking - as they look to address their project challenges.

Chuck Teixeira Former Chief Administrative Officer & Head Of Transformation HSBC
Davor Gasparac Head of Division Group Corporates Erste Group IT
Zsofia Kovacs Head of Corporate Customer Service, Strategy, Innovation & transformation KBC Group NV
Bjorn Walender Head of Securities & Wealth Operations SEB
Mario Rupp Head Competence Center Lean & Robotics Zürcher Kantonalbank
Maurizio Garro Senior Manager, Market, Credit and Model risk Lloyds Banking Group
Stefano Dell'Orto Director E-Mobility Business Support Vattenfall
Evgeniya Yordanova Senior Expert Credit Risk Management Erste Group
Jose Miguel Lucas Martins VP - Program & Project Portfolio Management Office NOVO BANCO
Julian Sawyer Managing Director Gemini
Dr. Martin Deckert COO Merck Finck Privatbankiers AG (TBC)
Zoárd Gázmár Head Of Compliance OTP Bank
Stanislaw Namyslak Chief Technology Officer Santander Bank
Back Office Summit for financial services Summit Agenda
Download Agenda of 2nd Annual Back Office Innovation For Financial Services Summit

Key Themes

Our summit is focused on solving your strategic challenges

  • How to foster Innovation?
  • Administration and Operation in Back Office: From Cost-saving to Adding Values
  • IT Enabled Back Office: Banking Products vs IT Needs
  • Facing the future of Back Office Hi-Tech, ideals and reality
  • Understand Customer with BO advantage in Digital Era
  • End-to-end RPA process with reasonable time frame

2 Day event is a unique combination of

  • Inspirational Keynotes & Practical Case Studies
  • Round tables with in-depth industry discussions
  • Network Idea Exchange
  • Interactive Panel Discussions

Tap into Collective Experience to explore the latest case studies
and actions how to optimise back office in banking.

Core Topics and Case Studies:

  • LEAN, SIX SIGMA, OPERATIONAL EXCELLENCE – ARE THESE METHODOLOGIES ENOUGH TO FOSTER INNOVATION?
  • BRINGING EFFICIENCY TO THE PROJECT PORTFOLIO MANAGEMENT PROCESS: FROM SELECTION TO IMPLEMENTATION
  • DOES CRYPTOCURRENCIES PROVIDE OPPORTUNITIES OR THREATS TO BACK OFFICE?
  • END-TO-END RPA PROCESS WITH REASONABLE TIME FRAME, IS THAT POSSIBLE?
  • IA (INTELLIGENCE AUTOMATION) AND RESOURCE PLANNING IN NEW ERA
  • WHAT ARE THE POTENTIAL IMPACT, RISK AND REREGULATION OF RPA ON BACK-END SERVICE DESIGN?
  • DO WE REALLY NEED OPERATIONS IN AN AUTOMATED AND AGILE WORLD?
  • COMBATING FRAUD: NEW ROLE OF BACK OFFICE BIG DATA
  • BO BANKING DATA AND IMPROVE REPORTING PROCESS EFFICIENCY
  • EMBRACE TARGET-CUSTOMER PROFILING AND CRM TRENDS IN THE NEXT DECADE

You will leave our event with:

  • New Business Connections
  • Fresh Ideas
  • Advices from Expert Speakers and other participants
  • Practical Insights from other companies
  • All Necessary Information and Knowledge

Tap Into Collective Experience

Maximize your ROI with the variety of networking opportunities ‒ personal dialogue, experience exchange, per arranged 1-2-1 meetings, Fire-Chat and numerous other opportunities to network with top executives, learn and act!

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Keynotes

Top speakers, experts, authors and evangelists in the field share their personal experience.

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Round Tables

6 Parallel round table discussions provide perfect opportunity for delegates to discuss about their own challenges and elaborate on the problem on the deeper level.

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12+ Industry Case Studies

From theory to practice – Real case studies, use- & business cases on how to overcome specific problems, achieve new successes and increase revenue.

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1-2-1 Meetings

Pre-arranged One2One 15 min meetings with selected company at your choice in order to find the perfect business partner and solution provider.

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Networking Lunch

Enjoy great food with the great company of the like-minded professionals form all around Europe and EMEA.

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Panel Discussions

Several Top speakers and experts with different perspectives are discussing same question/situation/problem.

Who Attends Ulead

  • KBC Bank | Policy Advisor

    “Thank you for those 2 inspiring days! I will recommend you to my colleagues and friends.”

  • Covea Logo
    Co Vea | Policy Advisor

    “I have worked with you twice and what I really like is: Quality of Speakers, Information which I can use and Interaction.”

  • CCN Group Logo
    CNN group

    "The added value of attending Ulead event here, is that you get an opportunity to interact with a lot of peers, people from different background.”

Find out how it unfolded at one of our previous events

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2nd Annual Back Office Innovation For Financial Services Summit

Registration form

  • Sold Out
Online Documentation
  • Access to speaker’s presentation
Delegate Package
  • Access to speaker’s presentation
  • Access to Conference days
  • Interact, Benchmark & Learn
  • Wind-down, Coctail reception & networking activites
  • 3-course lunch for the main days
  • Beverages & Coffee/Tea Breaks
Vendors/Solution Provider
  • All Included in Delegate Package
  • Banner Placement
  • Participating Company Wish List
  • One Pre-Arranged 1-1 Meetings
  • Social Media Mentions
  • Networking in Linkedin group
  • Access to Participants List 2 weeks before the Summit
  • Post-Event Report

2nd Annual Back Office Innovation For Financial Services Summit

Registration form

1. Delegate

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Schedule

2nd Annual Back Office Innovation For Financial Services Summit

Frankfurt, Germany / 3 - 4 December, 2020

Speakers

The upcoming summit will welcome executives from some of the world's biggest and most recognisable firms - as well as the most forward-thinking - as they look to address their project challenges.

Chuck Teixeira Former Chief Administrative Officer & Head Of Transformation HSBC
Davor Gasparac Head of Division Group Corporates Erste Group IT
Zsofia Kovacs Head of Corporate Customer Service, Strategy, Innovation & transformation KBC Group NV
Bjorn Walender Head of Securities & Wealth Operations SEB
Mario Rupp Head Competence Center Lean & Robotics Zürcher Kantonalbank
Maurizio Garro Senior Manager, Market, Credit and Model risk Lloyds Banking Group
Stefano Dell'Orto Director E-Mobility Business Support Vattenfall
Evgeniya Yordanova Senior Expert Credit Risk Management Erste Group
Jose Miguel Lucas Martins VP - Program & Project Portfolio Management Office NOVO BANCO
Julian Sawyer Managing Director Gemini
Dr. Martin Deckert COO Merck Finck Privatbankiers AG (TBC)
Zoárd Gázmár Head Of Compliance OTP Bank
Stanislaw Namyslak Chief Technology Officer Santander Bank