PegaWORLD 2014 Presentation: The 230 Year Journey to Service Excellence at BNY Mellon

Post on 26-Jun-2015

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In the post-Financial Crisis world, the business landscape remains a markedly different place. BNY Mellon and other global services companies are being held to a higher standard by clients and investors while new regulatory and competitive hurdles have sprung up. Jeff Kuhn, Co-Head of Client Service Delivery, discusses how one of the world’s largest and oldest investment services and investment management companies has risen to the challenges by retooling processes, enhancing efficiency, improving quality, delivering more value to the marketplace and positioning itself for the next chapter in its history. This presentation was used as part of a keynote speech. You can watch the complete presentation (with full video) at: http://pega.com/resources/pw-2014-video-the-230-year-journey-to-service-excellence-at-bny-mellon?utm_source=ss

Transcript of PegaWORLD 2014 Presentation: The 230 Year Journey to Service Excellence at BNY Mellon

TRANSFORM. ADOPT. FOCUS.

CPI AIMS • Increase Client Satisfaction

• Increase Employee Satisfaction

• Increase Efficiency

• Eliminate Waste

• And Reduce Risk

POWERFUL. TRANSFORMATIVE.

FORTUNE 500, FORTUNE 1000, GLOBAL 500.

FACES. STORIES. INVESTMENTS.

#1#1#1

A GREAT AND LONG HISTORY

PART OF THE SOLUTION

STRONG CAPITAL POSITION

COMPLEXITY AND COST

ADJUSTING TO THE NEW NORMAL

2,OOO COMPANIES, 25 MILLION SHAREHOLDERS

TRANSFORM

>

4 SECONDS, NO MANUAL INTERVENTION

SAVINGS, HIGHER SERVICE QUALITY

FROM MANY TO ONE – A SINGLE INQUIRY PLATFROM

THE NEED TO DO MORE

POCKETS OF EXCELLENCE TO BEST PRACTICES

ACHIEVING SERVICE QUALITY AND PRODUCTIVITY LEADERSHIP

DEFINE, MEASURE, ANALYZE, IMPROVE, CONTROL

DIAGNOSE

DESIGN

IMPLEMENT

CPI IS NOT ONE SIZE FITS ALL

SHOULD WE BE DOING THIS?

WHY ARE WE DOING THIS?

WHO DO WE DO IT FOR?

TWO TEAM APPROACH

A CENTRALIZED TEAM

A DECENTRALIZED TEAM

DATA. DATA. DATA.

DATA. DATA. DATA.

CPI AIMS • Increase Client Satisfaction

• Increase Employee Satisfaction

• Increase Efficiency

• Eliminate Waste

• And Reduce Risk

230 YEARS YOUNG