Operations Unpacked: The CISI

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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