Now in it’s 14th year, OPEX FS 2020 gathers leading FS, banking and insurance companies as they are faced with growing demands of a technologically modern customer base, a relentless pressure on margins and complex regulations. They are looking at their processes, operations, mind-set, all the while ramping up their automation, data management, ML, and cognitive capabilities.. Network with 200+ Intelligent Automation, Innovation and Process Excellence executives and entire decision-making units.

This year’s priorities:

  • Creating customer-centric business processes – meeting the needs of today’s increasingly digitally focused and tech-savvy customers.
  • Driving digitalization within your processes to increase efficiency, such as RPA, ML, data management tools, cognitive learning.
  • Execute actionable insights through data and analytics to enhance fact-based decision making.


VP, Directors and Heads

Other Senior Positions

Who attends:

COOs, CIOs, Chief Transformation Officers and SVPs/VPs/Managing Directors/Heads with functions in

  • Process Improvement
  • Robotics Process Automation (RPA)
  • Automation
  • Operational Excellence
  • Process Excellence
  • Innovation
  • Business Transformation
  • Process automation/process technology
  • Business process management/BPM
  • Customer Excellence

Their investment priorities:

  • RPA/Intelligent Automation
  • AI Tools for OPEX
  • ML/Cognitive
  • Analytics
  • Cloud services
  • Data Management
  • BPM
  • Process Mining
  • Document management
  • CX Intelligence
  • Consultants

A selection of the great attendee line-up

Alisha Kale

Vice President, Process Engineer,

Wells Fargo

Ankana Carpenter

VP, Business Transformation Manager Commercial Lending and Payment Ops

TD Bank

Juliana Palou

Vice President, Operations Strategy Specialist

BNY Mellon

Arpita Patel

Assistant Vice President, Business Analyst, Operational Excellence

East West Bank

Robert Chaves

VP & Head-Operations Consulting

American Modern Insurance Group

Doney Largey

Chief Operating Officer, Finance


Ryan Davis

Senior Vice President, Procurement Management

Bank of America

Deborah Schaal

Director, Operational Excellence, Enterprise Operations

Farmers New World Life Insurance

See a sample list of confirmed attendees

Speak, Sponsor, Exhibit:
Reserve Your Spot Now

Fill out the form to the right

Tell me about:

Visit the main site for further information