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


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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