How we work. Set big goals. Keep aiming higher.

Transcription

1 How we work. Set big goals. Keep aiming higher. At BMO s annual Technology and Operations Leadership Conference, more than 300 senior leaders came together to collaborate on accelerating change for customers through digital and physical channels, data and processes while maintaining discipline in the areas of operational excellence and risk. It s a great opportunity for employees to come together and talk about taking our work to the next level, says Jason Rhule, Mobility Specialist, Digital Workspace, pictured here with Jacquelyn van Kampen of MakeLab. 2 BMO Financial Group 197th Annual Report 2014

2 We help people figure out today while planning for tomorrow. It s about building confidence and trust consistently and authentically. And it s about embracing change. Welcoming disruption that inspires new ways of thinking. It s 46,000 people pulling together and living what we believe. Seeing what s possible and taking it even further. This is what we do. BMO Financial Group 197th Annual Report

3 Everyone contributes. Here s where we fit in. Following the publication of a BMO The Boston Consulting Group report, Building a New Momentum in Montreal, BMO initiated the I see mtl movement in partnership with the Board of Trade of Metropolitan Montreal to reignite confidence in the city s future. L. Jacques Ménard, chairman of BMO Nesbitt Burns and BMO s Quebec president, is spearheading the drive to engage citizens and community, business and institutional leaders in a range of renewal initiatives: The commitment to action by project leaders has exceeded all our expectations. With so many people mobilized to build the Montreal of tomorrow, revitalization is well underway. 4 BMO Financial Group 197th Annual Report 2014

4 In a healthy society, everyone expects a lot of each other. Business is more than a series of transactions. It s a set of beliefs the steps that guide you past the easy thing to the right thing. Responsibility isn t just following the rules. It s working to keep the system fair and accountable, while leading by example. BMO Financial Group 197th Annual Report

5 The real thing. Times change. Values don t. In a complicated, fast-moving world, honesty matters. So does integrity. And empathy, grounded in respect. This is how performance should be measured. Not by numbers alone, but by the values they reflect. And this is where our confidence comes from. The conviction, after nearly 200 years, that success is driven by our passion for helping others succeed and that by working together, we re building a better future. 6 BMO Financial Group 197th Annual Report 2014

6 We serve individuals, businesses, governments and corporate customers across Canada and the United States. Our significant presence in North America is bolstered by operations in select global markets, including Europe and Asia, allowing us to provide our customers in North America with access to economies and markets around the world, and our customers in other countries with access to North America. BMO Financial Group 197th Annual Report

7 A promise to help. That s what it comes down to. United Alloy, Inc., a 15-year-old company specializing in metal fabrication and powder painting, employs more than 150 people in Janesville, Wisconsin a town that was hit hard when a major auto plant closed in With the bank s help, we ve added 135,000 square feet of manufacturing space, says United Alloy founder Tom Baer, a BMO customer for three decades. Our sales have more than doubled since 2011, and we expect them to double again in the next five years. 8 BMO Financial Group 197th Annual Report 2014

8 People s lives and financial decisions are totally interconnected. Understanding how they re linked requires more than ticking a few boxes. It s a conversation. And it starts with listening. Customers want answers to the questions that matter. They want processes that make things simpler, and technologies that help them get where they need to go next. Helping is second nature for us. It s the promise that drives everything we do. Because we know that people take money personally. And so do we. BMO Financial Group 197th Annual Report