Each year, the FSI Advocacy Circle of Excellence honors those committed to influencing change and advancing the interests of Main Street American investors and the independent financial services industry.

Aug 26, 2024 · Today, the Financial Services Institute (FSI), the leading advocacy organization for the independent financial services industry, announced the honorees of its annual advocacy awards program.

The FSI Advocacy Circle of Excellence recognizes FSI members who are top advocates for the independent financial services industry, demonstrating outstanding commitment to advancing our advocacy priorities. View the 2023 honorees here. FSI members earn engagement points for participating in advocacy activities: Meeting with legislators and ...

May 26, 2021 · Increasingly, we are seeing that the path to operational excellence in financial services benefits from a single view of the business through process. Digitizing and reengineering end-to-end processes across business lines is a highly effective way to drive operational capabilities and goals.

Leaders across financial services and other highly regulated industries have increasingly emphasized the importance of operational excellence—defined as a holistic approach to creating efficient, error-free, customer-centric operations throughout the value chain.

May 16, 2024 · Operational excellence (OPEX) is of the upmost importance in financial services. OPEX supports improvements in efficiency, productivity, risk management and innovation with a recent study by McKinsey revealing that financial institutions that implement OPEX initiatives see an average increase in profits of 10 percent.

The operational excellence pillar allows financial services institutions to focus on managing risks associated with operating workloads in the cloud, satisfying regulatory requirements, and becoming more agile by automating the operation and management of traditionally error-prone manual processes.

Aug 1, 2002 · This paper presents a model and provides considerations for implementing a service excellence initiative in the highly competitive financial services industry. This model identifies and defines service culture, desired employee service behaviours, operational standards and service outcomes necessary to enhance and sustain service excellence.

Integrate back-end innovations and employee experience excellence to improve customer satisfaction and drive business value. Deliver ultra-targeted, real-time experiences that go beyond customer’s expectations to elevate experiences. Data-Driven CX Strategies For 2025 & Beyond!

Feb 4, 2024 · Operational excellence in financial services is pivotal in market of rapid technological advancements, regulatory changes, and evolving customer expectations.