Steve Morgan

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Banking Industry Market Lead

Pegasystems

Member since

04 Sep 2019

Location

Reading

Bio

Steve Morgan is Pega's Global Industry Lead for Financial Services.

Experience

Summary

Steve has a background in both management consultancy and executive roles in the financial services industry. He has led transformation programs at JPMorgan, Barclays, NatWest and Deutsche bank, and was COO for mortgages and COO for Retail and Commercial Lending at ANZ bank.

Latest opinions

Consumer Duty’s first anniversary – reflections and the road ahead

A year ago, the Financial Conduct Authority (FCA) introduced the Consumer Duty standards, a set of rules which aimed to improve and increase consumer protection for the financial sector. These required banks and other financial services firms to prioritise their customers and offer them products and services with transparency and fairness. Failure...

31 July 2024 Financial Services Regulation

Creating operational efficiency for banks through process mining

Process mining is not a new phenomenon as financial services institutions have typically done some level of this when they are looking at ways to transform their sales and service operations and create efficiencies. But there is still some untapped potential here for banks and other financial services institutions. Starting with understanding wha...

22 July 2024 Banking Strategy, Digital and Transformation

Renewed sanction lists add complexities into the banks’ KYC process – can technology support?

The invasion of Ukraine passed its second anniversary recently and with that, sanctions have been revised and updated against groups or individuals linked to Russia and its allies. For example, the UK government added 50 new sanctions while the US continuously reviews and expands its own lists. Now the Biden administration is suggesting that finan...

03 June 2024 Banking Strategy, Digital and Transformation

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Latest comments

Creating operational efficiency for banks through process mining

Hi Ketharaman - you are correct that the solutions in the market have moved forward and are able to look at in the moment as well as patterns and identify potential systemic issues. It still requires a human in the loop to review/assess but the data and analysis is far better.

23 Jul 2024 12:56 Read comment