Thank you for your interest in PEX Network's State of the Industry - Operational Excellence in Financial Services survey - an assessment of the key priorities and areas of investment for Process Improvement and Operational Excellence programs in 2020 and beyond. This survey will take approximately 5 minutes to complete and consists of 20 questions. All answers will be kept confidential and will be used only in aggregate for the purposes of analyzing the results.

Complete the survey today and receive a copy of the results first!

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* 1. How long has your company's Operational Excellence program been running?

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* 2. Which of the following best describes your organization?

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* 3. Please indicate the size of financial institution by number of employees?

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* 4. Which department is responsible for Operational Excellence/ Process Improvement?

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* 5. Please indicate your function?

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* 6. What are the top three business drivers for your operational excellence program?

  KEY DRIVER SECONDARY DRIVER TERTIARY DRIVER
Adapt to New Regulations
Improve Customer Satisfaction
Adapt to a Merger or Acquisition
Align IT Activities with Processes
Increase Market Share and Revenue (Value Creation)
Regulatory Compliance
Reduce Operational Risk
Improve Innovation

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* 7. What is your biggest challenge?

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* 8. What type of process improvement work will be the focus of your program in 2019? (please check all that apply)

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* 9. Which of the following best describes the current scope of the Operational Excellence deployment at your company?

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* 10. Approximately, how many people work full time in your process improvement program or projects? (including centralized and decentralized employees)

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* 11. In 2020, is the number of people employed full time in Operational Excellence/ Process Improvement is expected to:

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* 12. What are the biggest challenges your company is facing in OPEX Talent Management? 

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* 13. What is your primary measure of success for your Process Improvement/ Operational Excellence program?

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* 14. What is your business priority area of spend?

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* 15. What is your annual spend on user interface technology – RPA / ELT / Workflow / BPM (inclusive of capital and operating cost)

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* 16. How mature is your organization in terms of harnessing digital and automation?

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* 17. Which technologies are you planning to employ in the next 18 months?

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* 18. Your region:

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* 19. What is your view on the state of OPEX in Financial Services today?

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* 20. What is the one trend you think will have the greatest impact on the Financial Services industry in the foreseeable future?

Thank you for participating in the Process Excellence Network's State of the Industry Survey. Survey results are expected to be released in December. We want to ensure you are one of the first to receive an early copy of our Report, so please fill in the optional fields below before logging off. Note: All data presented in this report will be anonymized.

www.opexinfinancialservices.com

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* 21. Would you be interested in participating in OPEX in Financial Services?

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* 22. Yes, I would like to a copy of the results and would like to be entered into the prize draw for a free ticket to OPEX in Financial Services. See my details below

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