We help equip senior leadership and their teams with insight and actionable solutions to transform operations.

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Key Imperatives for 2015

Drive business impact by improving sales and advisor performance, redefining the customer experience, and transforming operations.

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2015 CEB Financial Services Technology Summit

The 2015 CEB Financial Services Technology Summit will enable financial institutions to act on the two critical components of a strategy that wins with empowered customers: client engagement and staff enablement.

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Six Drivers of Efficient and Agile Operations

Financial services institutions in the U.S. are only able to resolve 25% of the service issues their customers report. We partner with financial services Operations executives globally to improve the quality of the experience Operations delivers by building end-to-end, cross-channel service experiences.

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