Operations Unpacked: The CISI

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The CISI

5 episodes

2 weeks ago

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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Episodes (5/5)

Operations Unpacked: The CISI

Data Protection and ISO27001

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.

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2 weeks ago

1 hour 6 minutes 58 seconds

Operations Unpacked: The CISI

Julia Dreblow on the purpose, evolution, and impact of the Sustainable Disclosure Requirements

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.

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3 weeks ago

49 minutes 13 seconds

Operations Unpacked: The CISI

Beyond the Back Office - Amos Dadzie on Bridging Strategy and Execution

In this episode of Operations Unpacked, hosts Victoria Sena and Alan Burr sit down with Amos Dadzie, Investment Operations Manager at Edentree Investment Management, to explore how operations can play a pivotal role in connecting strategy with execution.

Amos shares his perspective on moving beyond the perception of operations as purely a back-office function, highlighting the value of operational leaders in shaping organisational direction, enabling agility, and delivering measurable impact. From practical frameworks to real-world examples, this conversation unpacks how operations professionals can elevate their influence and help bridge the gap between vision and delivery.

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1 month ago

52 minutes 22 seconds

Operations Unpacked: The CISI

AI - Moving Beyond the 'What' to the 'How'

In the first full episode of Operations Unpacked, hosts Victoria Sena and Kirit Teli sit down with David Royle, CEO of Tanhill.ai, and Jamie Crossman-Smith, Founder of GATE Systems, for a candid conversation about AI in operations. Moving beyond the hype and the “what”, they delve into the “how”—how organisations can practically implement AI, overcome adoption challenges, and unlock real value. From strategy to execution, this episode offers actionable insights for leaders looking to make AI a meaningful part of their operations.

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1 month ago

45 minutes 16 seconds

Operations Unpacked: The CISI

Introducing Operations Unpacked

In the debut episode of Operations Unpacked, hosts Victoria Sena and Colin Anderson warmly welcome listeners and introduce the show’s mission. They peel back the curtain on operational excellence, sharing what inspired the podcast and what kinds of deep-dive conversations—and real-world operational insights—audiences can expect in upcoming episodes. Their energy strikes a balance between inviting and insightful, setting the tone for a series that promises to unpack the mechanics behind effective operations in a clear and engaging way.

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1 month ago

2 minutes 14 seconds

Operations Unpacked: The CISI

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