The Operations Council is a membership of senior executives with a shared commitment to steward financial services operations. This membership offers a set of unique services and tools designed to assist financial services leaders with their most pressing managerial, communications, and decision-making challenges.

To help operations executives improve operations design and organizational effectiveness, manufacturing methodologies applied to financial services, customer contact and service optimization, and operational risk management, the Council provides:

• Case-based best practices research, proprietary quantitative research, and an executive meeting series.
• Cross-functional perspectives on financial services operations, drawn from the Corporate Executive Board's unique access to the insights of Finance, IT, and other senior executives in the Financial Services industry.
• Practical tools and templates which provide accurate benchmarks, diagnose problems, and supply appropriate solutions.

At our best, we serve as a source of innovative ideas and answers to many of the immediate business problems our members are experiencing. Our membership services are "bundled" to increase their usefulness: members can learn of new ideas in our publications and meetings, request support on specific projects, and obtain "on-the-fly" decision support using our online tools and resources – all for one fee.

Improving Your Effectiveness

• We help you validate or (re)prioritize your strategic agenda
• We enable you to avoid false starts and speed implementation
• We provide key functional benchmarks (qualitative and quantitative) and guide you in improving performance

Save Money

• We help you shorten or avoid consulting engagements
• We identify opportunities for cost cutting, standardization, digitization, and process streamlining
• We replace the expense of one-off executive education and professional development seminars

Save Time

• We help you avoid reinventing the wheel with practices already profiled in our research
• We shorten learning curves for staff
• We save time by serving as an "always-on" project resource

• Best Practices Research
  Exportable strategies and tactics from leading companies for overcoming major retail financial services challenges such as service, branding, customer experience, and cross-sales
• Executive Initiative Support
  Synopses of key findings from primary and secondary research based on specific member requests
• Vendor Profiles
  Brief overview of vendors to aid in selection decisions

Online Resources

• Self-Service Tools and Templates
  Searchable repository of tools created by members and adapted for use by the general membership
• Online Resource Centers
  Centralized collection of research, tools, and templates on key strategic and tactical issues
• Presentation Builder Toolkit
  Centralized collection of ready-to-use graphics for members to include in their own presentations

Member Events

• Annual Executive Retreats
  Highly interactive meetings restricted to senior-most operations executives
• Staff Briefings
  Broad gatherings designed to expose direct reports and high-potential staff to ideas and practices presented in senior-most forums
• Teleconferences
  Succinct overviews of Council research or presentations on time-sensitive issues, accompanied by rich attendee discussion
• Author's Conferences
  Research-led calls covering strategic topics most relevant to your team's current needs
• On-Site Briefings
  Council-facilitated presentations and discussions at the location--of your choice (limited to one per year)
• Benchmark and Diagnostic Tools- Capability Diagnostic
  Customized online exercise for evaluating your operations against world-class institutions across 20 dimensions
• Operations Benchmarking
  Overviews of operations benchmarking by industry and opportunities to participate in ongoing initiatives