Banking, financial services, and insurance (BFSI) GBS/GCCs are under pressure to rethink their service portfolios and embrace right-shoring strategies to stay competitive. The key to standing out lies in developing specialized, niche capabilities that not only enhance service delivery but also drive exceptional enterprise value.

Join this exclusive roundtable with our experts and your peers to explore how BFSI GBS/GCCs are harnessing niche and specialized capabilities to transform service delivery and enhance enterprise value. Discover insights from industry leaders on the evolving landscape of these capabilities and engage in discussions on the challenges, opportunities, and best practices to stay ahead of the curve and drive exceptional value.

Participants will explore:

• What key capabilities are truly niche or specialized, and how they impact enterprise value creation
• The challenges and opportunities in creating a business case or proof of concept (PoC) for these capabilities
• The trend of moving regulated and licensed roles to offshore or nearshore delivery centers
• Best practices for building and scaling specialized capabilities, from a DIY mindset to collaborations with service providers or start-ups

Who should attend:

• GBS/GCC heads
• Enterprise and GCC/GBS functional leaders
• GBS/GCC strategy heads

Virtual Roundtable Guidelines

The only price of admission is participation. Attendees should be prepared to share their experiences and be willing to engage in discourse.

Participation is limited to enterprise leaders (no service providers). Everest Group will approve each attendance request to ensure an appropriate group size and mix of participants. The sessions are 90 minutes in duration and include introductions, a short presentation, and a facilitated discussion.

As sourcing and VMO leaders in the banking, financial services, and insurance (BFSI) sectors look ahead to the coming year, many are reimagining their approach to tech and ops sourcing to improve efficiency and strategic value.

We hosted this practitioner-only session, guided by Everest Group analysts,  exploring forward-thinking tech and ops priorities in BFSI, such as cost, AI adoption, and challenges ahead. This flexible forum is a prime opportunity to connect with the experts, raise questions, and gain valuable perspectives from your peers.

In this session, participants discussed how 2024 is wrapping up and their plans for 2025.

While the discussion is always guided by participant interests, expect to learn:

• What cost savings targets are set for next year
• How participants are factoring in the benefits and costs of AI
• How to plan for investment budgets and expected challenges

 Who attended? 

• Sourcing leaders from BFSI
• Category managers
• Vendor managers
• BFSI Tech and ops leaders (open to buy side only)

Facilitated by Everest Group

This in-person roundtable will focus on how GCCs are strengthening their value proposition by fostering an innovation-driven mindset to drive impact and growth for enterprises.

Key themes to be discussed include:

• The evolving role of innovation teams within GCCs in driving business, service, and product transformation
• Best practices for scaling and sustaining the growth and impact of innovation teams in GCCs
• Ways to cultivate an innovation-driven culture across teams within GCCs
• Methods to evaluate frameworks and approaches to measure the real impact of innovation initiatives

We invite you to join us for insightful discussions with your peers and our expert analysts. The session will provide valuable perspectives on the future role of innovation teams in GCCs and how India, as a leading global delivery location, continues to play a pivotal role in shaping the innovation program/agenda for the enterprise.

Who should attend? 

GCC leaders, innovation leaders, digital and technology leaders, and operations/functional leaders from GCCs

Roundtable guidelines: 

• Participation is by invitation only
• Attendees are encouraged to actively engage and share their experiences
• The event is exclusive to GCC leaders (no service providers)

When is it happening and where? 

Date and time: 02 December 2024, 10 am – 1 pm IST (roundtable discussion, followed by lunch)

Venue:

Crowne Plaza Today Gurgaon, Sector 29, National Highway-8, Gurgaon – 122001

Request to Attend

Facilitated by Everest Group

This roundtable will focus on how Lifesciences GCCs enable technology-powered transformations and maximize strategic value for global businesses.

Key themes to be discussed include:

• The evolving role of Life Sciences GCCs in driving technology transformations
• Tech ownership in GCCs across the Life Sciences value chain
• Investment strategies for emerging technologies and approaches to quantify value
• Optimizing operating structures to help GCC teams enable tech transformations

We invite you to join us for insightful discussions with your peers and our expert analysts. The session will provide valuable perspectives on the future role of GCCs and how India, as a leading global delivery location, continues to play a pivotal role in shaping the life sciences industry, especially in the technology space.

Session Details:

• Date: Friday, November 8, 2024
• Venue: Sheraton Grand Bengaluru Whitefield Hotel & Convention Centre Prestige Shantiniketan Hoodi, Whitefield Bengaluru
• Time: 8:00 a.m. to 11:00 a.m. IST

Who should attend?

GCC leaders, Digital and technology leaders, and Function leaders from Life Sciences GCCs

Roundtable guidelines:

Participation is by invitation only. Attendees are encouraged to actively engage and share their experiences. The event is exclusive to GCC leaders (no service providers).

Request to Attend

Although the intensity of the talent war has slowed in recent months, GBS leaders still face a significant shortage of next-gen skills in the market. This shortage poses a critical challenge, compelling GBS leaders to continuously assess and enhance the readiness of their workforce to support the next wave of growth. Equipping their teams with advanced skills is crucial for staying competitive and meeting evolving business demands.

During this virtual roundtable, expert analysts and your GBS peers, discussed how GBS teams are adapting to acquire next-gen skills, including:

• Evaluating future skill requirements/needs in GBS organizations and current skill gaps in the market
• Implementing targeted programs to upskill/reskill their workforce in next-gen technologies
• Understanding the role of technology in learning and development
• Assessing the scope of partnerships with industry/academia in niche skill capability building

Who attended?

• GBS heads
• Site/country heads
• Talent heads
• HR heads
• L&D leaders
• Workforce development leaders

What are the latest trending issues shaping tech and ops sourcing within the banking, financial services, and insurance (BFSI) sector?

During this virtual roundtable Everest Group analysts guided a dynamic discussion on the most impactful sourcing developments influencing BFSI firms in 2024. This exclusive virtual roundtable, tailored for industry practitioners, was a flexible forum to raise questions, hear from leaders in the industry, and tap into the expertise of seasoned analysts.

Participants came away with insights into how sourcing teams across the industry are adapting and thriving in a shifting ecosystem, including:

• Strategies for supporting IT’s transition toward a product operating model
• Exploration of total cost rationalization levers across technology, IT services, and operations
• Insights into designing and aligning objectives and key results (OKRs) for sourcing teams to drive successful outcomes

Who attended?

• Sourcing leaders from BFSI
• Category managers
• Vendor managers
• BFSI tech and ops leaders

While generative AI has taken center stage in the enterprise transformation journey, many organizations are still struggling to harness its full potential. However, banking, financial services, and insurance (BFSI) GBS could be the catalyst to help solve this challenge.

During this virtual roundtable, our expert analysts and BFSI industry thought leaders, had an engaging discussion into the generative AI promise, its use cases, the key challenges, and the main risks impeding its real-time adoption.

Participants came away with attainable and realistic use cases for BFSI organizations to drive significant business outcomes, including:

• Guiding principles for setting up a generative AI ecosystem in GBS
• Oversight on the overall role generative AI applications can play in the end-to-end service value chain
• Requisite change management practices for scaled implementation
• Top skills GBS organizations must be geared for
• Insights into the outlook for generative AI

Who attended?

• GBS leaders
• GBS strategy leaders
• GBS site leaders
• GBS AI/ML or data analytics leaders
• GBS technology/transformation/IT leaders
• GBS business units/operations leaders

Facilitated by Everest Group

SLB is subscribed to Everest Group memberships. As you know, Everest Group hosts events to help our member GCC clients exchange perspectives and best practices and to help us deliver well-rounded insights for our members.

We are excited to extend an invitation to you for the SLB Industry Networking Dinner Event, moderated by Everest Group, an in-person roundtable discussion. Topics covered will include:

• Perception and adoption: How do you perceive the current state of AI ethics and cybersecurity in the corporate world? What factors are driving adoption or resistance?
• Risk management: How do you approach risk management in AI projects, particularly around ethics and cybersecurity risks
• Accountability and transparency: How do you ensure AI systems’ accountability and transparency? How do you communicate this to stakeholders?
• Future preparedness: What steps are you taking to future-proof your organization against emerging AI ethics and cybersecurity challenge?

What will you take away?

• Actionable strategies to help leaders lead ethics, cybersecurity, and AI-driven initiatives from their GCCs
• Key focus areas and provocations for success in 2024
• Success stories from best-in-class peers

Session details

• Date: Thursday, May 23, 2024
• Venue: Schlumberger Pune India Technology Center (PITC), Commerzone IT Park, Yerawada, Pune
• Time: 6:00 p.m. to 9:00 p.m.

Who should attend?

• GCC heads
• GCC strategy leaders
• Technology function leaders

REQUEST TO ATTEND

Roundtable guidelines

The only price of admission is participation. Attendees should be prepared to share their experiences and be willing to engage in discourse. Participation is limited to enterprises/GCCs (no service providers). Everest Group will approve attendance to ensure an appropriate size
and mix of participants. The roundtable includes introductions, a short presentation, and a facilitated discussion.

Kindly confirm your attendance by Thursday, May 9 by reverting on this email. This Executive Roundtable is a unique opportunity to connect with industry leaders, share perspectives, and collectively shape a more inclusive and forward-thinking workplace. If you have any questions or require further information, please don’t hesitate to contact us.

We look forward to your participation in this event!

For the IT/BPS/GBS sectors, impact sourcing has become a key talent strategy, emerging from a niche pilot program to a transformative process for improved business results. This socially responsible process of outsourcing allows for greater inclusivity, with intentional hiring processes enabling those with more limited employment but great talent to develop their careers. From a corporate perspective, impact sourcing can surface the best talent and yield significant business value.

Join our virtual roundtable along with expert analysts and your peers and take part in a lively discussion about how to leverage impact sourcing as a secret spend weapon. In this open discussion, industry leaders will cover how to create a strong impact sourcing program with long-term sourcing ecosystem planning and success.

Participants will discuss:

• Leveraging impact sourcing for innovation and business success with a well-defined roadmap
• Key considerations to keep in mind while designing or scaling their impact sourcing program
• Approaches for strategic integration of impact sourcing
• Best practices to keep in mind
• Measuring impact/success of impact sourcing programs with key metrics and reporting strategies

Who should attend? 

• Procurement and sustainability leaders
• Category Managers
• Sourcing managers
• Supplier diversity program managers
• Responsible and sustainable procurement teams

Virtual Roundtable Guidelines 

The only price of admission is participation. Attendees should be prepared to share their experiences and be willing to engage in discourse.

Participation is limited to enterprise leaders (no service providers). Everest Group will approve each attendance request to ensure an appropriate group size and mix of participants. The sessions are 90 minutes in duration and include introductions, a short presentation, and a facilitated discussion. 

The GBS model has become a multifunctional platform with finance among the oldest of the capabilities established. However, our research shows that the overwhelming level of activity performed by both Finance Shared Services (FSS) and GBS organizations is transactional.

As companies increasingly hardwire the GBS model into the business, there is still vast potential to add more value. Finance in GBS can play a vital role in accelerating business growth and delivering greater insights across the enterprise.

Join this virtual roundtable, along with our expert analysts and industry thought leaders, for an engaging discussion on how FSS and GBS organizations can move up the value chain, drive innovation, and yield meaningful impact. We will also explore current challenges and prevailing opportunities for driving future success.

Participants will explore:

• How FSS and GBS can move up the finance value chain, and what is the breadth and depth of the services portfolio?
• What changes are required for GBS governance and operating models to enable growth?
• How can enterprises leverage FSS or GBS to create more value in the finance organization and for CFOs?
• Success stories from best-in-class peers

Who should attend?

• Finance leaders
• Global business services leaders
• GBS strategy leaders
• GBS site leaders

 Virtual Roundtable Guidelines

The only price of admission is participation. Attendees should be prepared to share their experiences and be willing to engage in discourse.

Participation is limited to enterprise leaders (no service providers). Everest Group will approve each attendance request to ensure an appropriate group size and mix of participants. The sessions are 90 minutes in duration and include introductions, a short presentation, and a facilitated discussion.