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Operations Unpacked: The CISI

Operations Unpacked: The CISI

著者： The CISI
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 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.

Hosted on Acast. See acast.com/privacy for more information.

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  • Hybrid Working - Perks, Pitfalls & Paradigm Shifts

    Hybrid Working - Perks, Pitfalls & Paradigm Shifts
    2025/11/04

    In this insightful episode of The CISI’s Operations Unpacked, hosts Victoria Sena and Colin Anderson explore the evolving landscape of hybrid working — a model that has redefined how, where and when we work. Joined by industry experts Shaid Moughal and Andrew Welsh, the discussion delves into the benefits and challenges of balancing office and remote environments, and how organisations can adapt to make hybrid working both productive and sustainable.


    From maintaining team culture and collaboration to navigating wellbeing, technology and regulatory considerations, this episode unpacks the practical realities and strategic shifts shaping the post-pandemic workplace. Whether you’re an operations professional, team leader or simply curious about the future of work, this conversation offers valuable perspectives on what hybrid working really means in today’s financial services industry.

    Hosted on Acast. See acast.com/privacy for more information.
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    48 分
  • Data Protection and ISO27001

    Data Protection and ISO27001
    2025/10/21
    In this episode of Operations Unpacked, hosts Victoria Sena and Alan Burr sit down with Tom Gell from ISO Serious to explore the crucial link between data protection and ISO 27001. Together, they discuss what it really means to manage information securely, how organisations can align with the standard, and the practical steps to achieve compliance without unnecessary complexity. Whether you’re beginning your ISO journey or refining your data governance practices, this episode offers clear insights and actionable advice from industry experts.

    Hosted on Acast. See acast.com/privacy for more information.
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    1 時間 7 分
  • Julia Dreblow on the purpose, evolution, and impact of the Sustainable Disclosure Requirements

    Julia Dreblow on the purpose, evolution, and impact of the Sustainable Disclosure Requirements
    2025/10/08

    In this episode of Operations Unpacked, we’re joined by Julia Dreblow, founder of SRI Services and a leading voice in sustainable investment. Julia takes us through the purpose, evolution, and real-world impact of the Sustainable Disclosure Requirements (SDR) — exploring how these regulations are reshaping the UK investment landscape.


    We unpack what SDR means for asset managers, advisers, and investors, how it builds on previous sustainability frameworks, and what it could mean for the future of responsible finance. Julia also shares her perspective on the challenges and opportunities that come with greater transparency and the shift towards genuinely sustainable outcomes.


    Whether you’re an operations professional, sustainability specialist, or simply curious about the next chapter in responsible investment, this conversation offers clarity, context, and expert insight into one of the most significant regulatory changes in recent years.


    🎧 Tune in to understand how the SDR is influencing the way we define, deliver, and disclose sustainability across financial services.

    Hosted on Acast. See acast.com/privacy for more information.
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    49 分
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