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"FSO's research was extensive and detailed. The data, in-depth interviews and market analysis was all customized and aligned with our business objectives. The cutting-edge research provided crystal clear picture of the market and helped us to devise our marketing strategy."

"The quality of insights and information of the report developed by FSO team helped us tremendously to understand the pain points, market gaps that existed within the GRC technology market. By highlighting successful strategies to gain competitive edge, the report facilitated simple and easy decision making."

"FSO’s quarterly deal analytics and vendor analytics report provides us a good overview of the industry trends and competitive landscape for business process outsourcing at functional levels. It helped us to assess our current offerings and develop a roadmap to further enhance our offerings, gain competitive edge and penetrate new markets."

"….because of their far-reaching membership community, for our research the data sample was collected from all geographies, designations, and market segments. This helped us to get a global picture of the whole industry and helped us to formulate an effective global marketing strategy for our services."

"FSO Knowledge Xchange events are well-organized with exceptional content, distinguished speakers and valuable networking opportunities."

"The events hosted by FSO Knowledge Xchange are the premier setting for financial services professionals to gain the latest knowledge on business transformations to gain a competitive advantage."

"The forum was well done overall. It was a great opportunity to network with a well-rounded mix of presenters."

"The high caliber of attendees at FSO Knowledge Xchange's events draws us to continue our participation from year to year with FSOkx. We gained some valuable leads as a result of our involvement with FSOkx Events."

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FSOkx offers a variety of management briefings designed to enhance the skills and abilities of financial services managers, directors, and senior level executives.

Change Management

Any economic, regulatory, financial, or strategic change can have a ripple effect across financial services firms. Often, firms must transform their underlying assumptions, business processes, and management philosophy to adapt to change.

Incorporating change without the assistant of a temporary or full time change agent is difficult. FSOkx change agents can help you create and implement a transformation roadmap that includes building consensus in your organization and demonstrating return on investment.

Vendor Management

Most organizations within the financial services industry outsource or plan to outsource business processes. While outsourcing cost savings can be significant, firms often underestimate the actual cost reduction. FSOkx can help you evaluate the true costs of outsourcing, determine and monitor realistic SLAs, develop co-sourcing models, manage a multi-vendor environment, and improve cost savings without sacrificing service and performance.

Leadership Development

There are as many definitions of a 'leader' as there are people who aspire to become one. FSOkx helps you make those aspirations a reality through training in leadership best practices that includes understanding business context, motivating employees, and creating a culture that inspires employees to achieve and exceed their objectives.

Strategic Shift Assistance

Every organization has to change their strategies to align itself with the fast changing world of financial services. FSOkx has helped organizations shift their strategies to leverage changes in the economic environment, growth projections, risk aversion, and regulatory compliance for competitive advantage.

Strategic shift assistance projects typically include:

  • Evaluating Current Organizational Structure
  • Defining Mission and Core Values
  • Creating New Business Operating Models
  • The 6 “S” Model – Strategy, System, Structure, Style, Skills, and Staff
  • Strategic Road Maps