A Roadmap for Zero Trust for Financial Services

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Wired for Change

Amy Yee

32 episodes

4 days ago

In a world that's evolving faster than ever, the key to staying ahead lies in understanding the intricate dance between people, process and technology - and the impact they create for humans, organizations and society. This dance is critical for moving forward and yet, more than 70% of these initiatives fail. This show is meant to help leaders and teams with the many decisions and shifts that are required to drive successful innovation, transformation and change.

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A Roadmap for Zero Trust for Financial Services - Five Steps to Stop Villains

Wired for Change

55 minutes 23 seconds

1 month ago

A Roadmap for Zero Trust for Financial Services - Five Steps to Stop Villains

Financial services is a global dependency. Payments, trading, and banking platforms are the backbone of modern economies — and adversaries know it. That’s why fraud, ransomware, DDoS, supply chain exploits, and even deepfakes are converging into systemic risks.

In this special session, (note - may be easier to consume on video via Spotify and YouTube due to visuals) Amy Yee (Chief Digital Officer at Relevantz, Chief Digital Transformation Officer at C3SA, and host of Wired for Change) lays out a practical five-step roadmap for Zero Trust adoption in financial services. Drawing on regulatory expectations, real-world case studies, and FS-ISAC threat intelligence, she maps today’s threats to concrete actions that boards, CISOs, and technology leaders can take now.

📌 What you’ll learn in this session:

Why financial services is now treated as critical infrastructure, alongside energy and healthcare.
The five biggest systemic challenges facing the sector — from legacy systems to cloud/API sprawl and third-party concentration risk.
The 10 Zero Trust domains and how they align with FS regulators (OSFI, OCC, EU DORA, etc.).
A five-step roadmap to resilience:
1. Governance & Incident Preparedness – counters The Extortionist
2. Defensible Architecture – counters The Sleeper Agent
3. Strong Identity & Endpoint Controls – counters The Manipulator
4. Securing Data, Apps & Third-Party Access – counters The Disruptor
5. Continuous Monitoring & Threat Intelligence – counters The Opportunist
How to sequence Zero Trust for different types of FS institutions (retail vs. investment).
The role of storytelling and “villain personas” in driving engagement and understanding — one of the biggest barriers to adoption.

🎯 Who should listen:

CISOs, CIOs, CROs, and Chief Digital/Transformation Officers
Risk, compliance, and fraud leaders
Executives who need to translate Zero Trust into board-level and regulatory language

🔗 Connect with Amy Yee:

LinkedIn: https://www.linkedin.com/in/amyyee/
YouTube: https://www.youtube.com/@wired-for-change/videos
Podcast: Wired for Change on Spotify, Apple Podcasts, and Amazon Music