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Operations Unpacked: The CISI

Operations Unpacked: 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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    Épisodes
    • A Day in the Life – Natasha Mackintosh on Leadership, Operational Excellence, and moving to Australia
      Dec 16 2025

      In this episode of Operations Unpacked, hosts Victoria Sena and Rachel Clark sit down with Natasha Mackintosh from bdh Sterling to lead about a Day in the Life in Business Operations. They discuss challenges and opportunities that come with a career in operations; how to navigate steep learning curves; the importance of mentors in early stages of a career; what a typical day in operations looks like; the importance of policies and procedures; how operational staff can be leaders; what moving to another country involves; what makes a good operational professional beyond technical capabilities; what to do when things go wrong; important operational skills; what the EOS system is; and how to lead teams that may be unseen, but are critical to the success of a business.

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

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

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      36 min
    • Live from the 2025 CISI Compliance and Operations Conference in Edinburgh
      Dec 7 2025

      In this special episode of Operations Unpacked presenter Victoria Sena gives listeners a peek behind the scenes of the CISI Compliance and Operations Conference at Murrayfield Stadium in Edinburgh, Scotland. Victoria holds exclusive interviews with some of the speakers and attendees that made the day what it is – a celebration of compliance and operations:


      • Colin Anderson, Senior Relationship Manager at the CISI provides an overview of what’s planned for the day
      • Professor Donald MacLean, Business Strategy Specialist shares his expertise on strategy
      • Stephen Ingledew OBE, Chairman of FinTech Scotland provides an overview of the work of FinTech Scotland
      • Shaid Moughal, Head of Client Assurance, Aberdeen Group plc gives an exclusive on what’s in store for the afternoon sessions
      • Tracy Vegro OBE, CEO of the CISI discusses the CISI’s Certificate in AI and why having women in Operations matters
      • Amarjit Singh, Blockchain Leader educates listeners on blockchain and digitisation
      • Dorothy Hamilton, Director of Supplier Management at M&G speaks about the importance of DE and I and its impact on profitability and operational excellence
      • Orla Grassom, Future Assets graduate and student attendee shares her experience of the Future Assets programme and reflects on her highlight of the day


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

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      45 min
    • Paul Darroch Groden on Agility in Action – Transforming Financial Services
      Nov 19 2025

      In this episode of Operations Unpacked, hosts Victoria Sena and Colin Anderson sit down with Paul Darroch Groden to explore what true agility looks like within the fast-moving world of financial services. Drawing on his extensive industry experience, Paul sheds light on how organisations can adapt at pace, build resilient operating models, and empower teams to innovate in the face of constant regulatory and market change.

      From practical strategies for streamlining operations to the cultural shifts required for genuine transformation, this conversation offers clear, actionable insights for leaders looking to future-proof their organisations. Whether you’re navigating digital transformation, rethinking customer journeys, or driving operational excellence, Paul’s perspective brings clarity to the complexities of modern financial services.

      Tune in for an engaging, thoughtful discussion on agility in action—and how to bring it to life across your organisation.

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

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      46 min
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