Introduction

Financial Services Industry Transformation and Outsourcing Strategies, presented by FSO Knowledge Xchange, is a premier one day summit focused specifically on outsourcing in the financial services industry [banking, capital markets and insurance]. This summit will bring together senior decision makers, leaders and practitioners from the financial providers services industry, service, law firms, regulators and outsourcing enablers in a very interactive environment. Financial Services Industry Transformation and Outsourcing Strategies will focus on the emerging trends, analysis, executive perspectives and enterprise case studies in the domain of financial services outsourcing with a special focus on European investment management industry.

Specific subject areas to be covered in the summit include:

• Executive viewpoints on globalization, sourcing, governance/compliance, organizational structures, economies of scale/intimacy, technology and operations as they relate to financial services outsourcing
• Trends and analysis in financial services outsourcing across banking, capital markets and insurance companies
• Analysis and forecast of financial services outsourcing landscape in medium to large institutions based on recent successes, failures and trends in the global industry
• Discussion of transformations, innovations, risks and challenges of outsourcing in the financial services industry that can lead to successful global sourcing programs
• Discussion on best practices at an enterprise level to manage outsourcing risks and compliance, coordination, processes, tools and techniques
• Enterprise case studies that will reveal how the leading financial firms are transforming themselves to fully leverage global sourcing models
• Panel discussion on scope for broadening the 'outsourcing bandwidth', like maturing to the front office functions, KPO functions and beyond
• Panel discussion on 'Remodeling Required' - how to incorporate 'do more for less' strategy in stifling market conditions against tight cost containment pressures.

The goal of the summit is to provide maximum relevant knowledge and action-oriented information to the attendees by creating an optimal interactive environment among the speakers, moderators, attendees and exhibitors. Whether your company is already involved in financial services outsourcing, plans to do so in the future or is contemplating options, you will greatly benefit from the Financial Services Outsourcing Annual Summit's valuable sessions, insightful speakers and enlightening case studies.

Who Should Attend the Summit?

The summit is targeted towards senior management and practitioners involved in the financial services outsourcing lifecycle in financial firms, service providers and enablers [such as law firms] in the outsourcing domain. It is a must-attend conference for all outsourcing decision-makers and implementers in the banking, capital markets and insurance industry. The summit has been specifically designed for:

• Chief Outsourcing Officers
• Chief Financial Officers
• Chief Information Officers
• Chief Operations Officers
• Head of Compliance Department
• Directors or Direct Reports of the CIOs and CTOs
• Project Managers of IT and BPO Initiatives and Programs
• Chief Information Security Officers
• IT Sourcing and Contracts Management Executives
• Others involved at enterprise-level outsourcing decisions
• Consultants