『Operations Unpacked: The CISI』のカバーアート

Operations Unpacked: The CISI

Operations Unpacked: The CISI

著者： The CISI
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概要

 Welcome to Operations Unpacked – the podcast that explores operational challenges and opportunities shaping the global financial services industry today. Produced by the Chartered Institute for Securities & Investment (CISI), this series shines a spotlight on the people, systems, and processes that keep business in business. Presented by Victoria Sena, Colin Anderson and other members of the CISI's Operations Forum, each episode unpacks complex operational topics and makes them clear, relevant, and interesting – no matter your role or experience. With insights from across the CISI’s global membership, we bring together special guests from different countries, sectors and specialisms, including investment management, financial advice, global custody, banking, and service providers. Episodes fall into three categories: in the Day in the Lifeepisodes you will hear firsthand from operational professionals about what their role really entails, how they got to where they are, and what's next for their careers. Meanwhile the On The Horizon episodes explore emerging trends such as AI and regulatory change, which are shaping the future of operations. Finally, the Movers & Shakers episodes feature inspiring leaders who share their career insights from the boardroom and discuss the books they've written. This series will include episodes on agile management, CASS, AI, hybrid working, company secretaries, apprenticeships, transaction reporting, cybersecurity, data protection, ISO rules, human risk, and how to thrive as a second in command. So, whether you are new to operations or a seasoned executive passionate about continuous improvement, there's something here for you. Operations Unpacked is available on CISI TV, Apple, Spotify, and wherever you get your podcasts. If you'd like to feature as a guest, or have a question you'd like answered by our experts, please get in touch with Victoria Sena.

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  • Andrew Muir on ISO20022, ISO15022, and the digital revolution

    Andrew Muir on ISO20022, ISO15022, and the digital revolution
    2026/02/17

    In this episode of CISI Operations Unpacked, Andrew Muir unpacks the evolution from ISO 15022 to ISO 20022 and explains why it is central to the digital transformation of financial services.


    Andrew outlines why ISO 20022 was developed, by whom, and how its structured, data-rich messaging model improves on legacy standards. He breaks down the key components of the ISO 20022 framework and explains how it interacts with SWIFT as part of the global migration programme.


    The discussion explores which firms are impacted — from banks and payment providers to custodians, market infrastructures, fintechs and even organisations that may not initially realise they fall within scope. Andrew shares practical examples of firms using ISO 20022 to enhance straight-through processing, improve data quality, and strengthen financial crime controls.


    The episode also examines what gives ISO 20022 an edge over alternatives — including richer data, interoperability and future-proof design — while addressing the challenges and unintended consequences firms face during implementation.


    A clear and practical guide to why ISO 20022 matters, who it affects, and how it is reshaping financial operations.

    Hosted on Acast. See acast.com/privacy for more information.
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    49 分
  • CASS - Past, Present & Future

    CASS - Past, Present & Future
    2026/02/03
    In this episode of the CISI podcast Operations Unpacked, hosts Victoria Sena and Colin Anderson sit down with Gail Thomson and Shaig Mougal to explore the past, present and future of CASS. Together, they unpack how the Client Assets Sourcebook has evolved, what firms need to know about today’s regulatory expectations, and where CASS is heading next. From lessons learned and common challenges to emerging trends and practical insights, this conversation offers a timely and accessible deep dive for anyone involved in safeguarding client assets.

    Hosted on Acast. See acast.com/privacy for more information.
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    47 分
  • Nathan Young on How to be Second

    Nathan Young on How to be Second
    2026/01/20
    In this episode of Operations Unpacked, hosts Victoria Sena and Rachel Clark engage with Nathan Young to explore the concept of a ‘Second’. Nathan explains that a Second is not merely a role but a specific type of person who thrives in supportive positions. The conversation delves into the traits that define Seconds, the importance of followership, and the distinction between risk aversion and change aversion. Nathan also discusses the rarity of Seconds in the workforce and how individuals can identify and develop their Second nature. Real-life examples illustrate the vital role Seconds play in organisations, emphasising the symbiotic relationship between Seconds and First-in-Command leaders. The episode concludes with resources for further exploration of the Second identity.

    Hosted on Acast. See acast.com/privacy for more information.
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    1 時間 2 分
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