Testimonials
"FSO Knowledge Xchange events are well-organized with exceptional content, distinguished
speakers and valuable networking opportunities."
"The events hosted by FSO Knowledge Xchange are the premier setting for financial
services professionals to gain the latest knowledge on business transformations
to gain a competitive advantage."
"The forum was well done overall. It was a great opportunity to network with a well-rounded
mix of presenters."
"The high caliber of attendees at FSO Knowledge Xchange's events draws us to continue
our participation from year to year with FSOkx. We gained some valuable leads as
a result of our involvement with FSOkx Events."
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January - Reforming Transaction Processing Services Business
This report will present the transformation in the transaction processing services in the financial industry. The impact of the transformation to the vendors and clients for several key revenue generating transaction services, such as payment processing, securities and fund servicing, treasury and trade solutions, will be evaluated in this research report. The focus of the report will be on how these transformations are increasing efficiencies and reducing costs for client firms, at the same time providing them with greater control over financial positions.
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February - Commercial Success and Growth Through Innovation
This report will focus on why the financial services firms need to shed many of their traditional strategies and adopt innovative strategies for survival and success in the increasingly complex global markets. What are the new innovations in products, services, operations, technology, sales and distribution channels and business models that will drive the financial firms to commercial success and growth? The focus of the report will be on the direction of innovative efforts taken by financial services firms: whether it is on new offerings targeting new markets, new offerings for new consumer groups, new offerings for existing customers, incremental changes to existing offerings or reduced costs for existing offerings.
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March - Operational Excellence
This report presents insights into the steps taken by financial services firms for managing and implementing operational excellence in their companies. It will assess how they move ahead with the process of initiation, roll-out, training and ongoing management of operational excellence to ensure maximum value and return on their investment? How does modern management techniques such as Lean IT and Six Sigma and others result in convergence of IT and business strategies and improve an organizations effectiveness, services, performance and customer relationship management?
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April - Regulatory Environment: Changing Regulations, Global Demand for Transparency & Enterprise Compliance
The focus of this report will be on the stringent changes in regulations and compliance requirements proposed by various regulatory authorities as a way to recover from the financial crisis and the economic recession. The report will discuss the investments required and the strategies employed by financial firms to adopt and adjust to these changes in regulatory environment. It will also talk about the various factors and business situations that have led to an increase in the demand for greater corporate transparency and enterprise compliance and how the financial firms are dealing with these.
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May - Transformations in Customer Relationship Management in FS Industry
This report will evaluate the latest trends and transformations that are being proposed in the customer relationship management space in the financial services. It will also discuss the challenges and opportunities faced by the financial firms in their CRM efforts, especially in this unpredictable and complex marketplace. The research will explore what solutions and strategies are being adopted by FS firms to increase customer retention, expand products per household, provide superlative customer services and have expandable technology/operations infrastructure.
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June - Asset Management and Investment Management Outsourcing Services Trends and Analysis
This report will throw light on the latest trends in the outsourcing of front-office, back-office, middle-office, IT services and other services in asset management and investment management firms. It will also review the impact that various regulatory and compliance requirements for outsourcing deals have on the number, tenure and type of deals signed in this industry. The research will reveal the emerging areas of growth, client firm strategies single vendor/multi-vendor, and what is working/not working for client firms in their currently outsourced deals.
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July - Human Resource Outsourcing (HRO) Trends and Analysis
This report will provide insights and analysis on the most outsourced human resources services in the current economic environment and the measures of success for these services in the financial services industry. With unemployment at its peak and disposable income and consumer spending at a very low level, the report will analyze: what are the specific HR functions outsourced by an employer to reduce overheads and improve productivity? What is the state of off-shoring HR industry and what does the future hold for this industry?
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August - Managing Diversifying and Global Clientele Base In Wealth Management Industry and Wealth Management Platforms/Products
This report will conduct a study on the challenges and problems faced by wealth managers while managing a global, well-diversified client base and the strategic tactics employed by them to meet their expectations. With the effects of financial crisis still lingering on the economies, what are the changes in the expectations of clients and how are the wealth managers dealing with these? The report will also include a study on the basic issues, problems, and challenges faced while leveraging and managing global wealth management solutions/platforms.
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September - IT And Outsourcing Trends In Retail Banking
The report will present views on the new trends in information technology and outsourcing in the retail banking industry and how this industry behaves in uncertain and complex market situations. It will examine how can the retail banks adapt to these new trends and changes and incorporate them in their processes and systems while trying to manage growth and profitability in these turbulent times. Besides, which are the major services that are outsourced by the retail banks and what are the major IT innovations that can take the retail banking industry to new heights?
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October - Investment in IT To Improve Risk Management
With market uncertainties still hovering over the financial services sector, this report will provide the much required analysis on the various technologies and innovative solutions that are receiving the highest share of IT investment to drive the improvement of risk management. The report will study the breakdown of the spending of financial services firms on risk management solutions and applications related to operations risk, credit risk, liquidity risk and enterprise risk. It will also highlight the various strategies employed by technology vendors to address the uncertainties regarding the IT spending of firms.
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November - Recovery In Banking And Financial Sector
In the backdrop of unprecedented support from governments around the world to prop up the banking industry and financial sector in the last couple of years, this report will study the state of recovery in the global banking industry and the emerging transformational changes. The primary question facing the industry continues to be whether the profitability of the industry (as seen in last quarters results) is sustainable if the recession worsens. The report will provide an objective, but critical review and analysis of the progress and risks facing the global banking industry; and its implication to the global economies, businesses and consumers.
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December - Financial Industry And Outsourcing
The report will include insights on the outsourcing trends in front, middle and back office business and knowledge processing services in the financial services industry. What are the factors that influence the financial firms to go for offshoring, what are the major functions and processes that are offshored and what are the benefits they derive from this are some of the burning issues that the report will focus on.
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