We caught up with CEO of Origo Services, Anthony Rafferty, to discuss how digital technology is setting a standard for ubiquitous connectivity in the financial services industry.

Key Takeaways:

- Gain insights into how to tackle paper-based processes in the pensions and investments industry with more efficient digital solutions.

- Discover how Unipass Identity revolutionises secure access for financial advisers, streamlining their interaction with multiple platforms and enhancing overall efficiency and security in the financial services sector.

- Explore predictions for the future of digital services in financial services, focusing on the growing consumer demand for digital efficiency and security, and how regulatory changes like Consumer Duty will drive the industry towards more innovative solutions.

https://www.beyondencryption.com/blog/podcast-anthony-rafferty-origo

We caught up with CEO & founder Dave Newick to discuss his journey as a business leader and how Arken is transforming document production in the professional services.

Key Takeaways:

- Learn about the transformation of traditional legal processes into efficient digital systems, highlighting the importance of technology in modern legal practices.

- Gain an understanding of the significant wealth transfer occurring due to the aging baby boomer population and its impact on both legal and financial sectors.

- Discover how the COVID-19 pandemic accelerated the adoption of technology in the legal sector, driven by the demand for remote working solutions and efficiency.

https://www.beyondencryption.com/blog/podcast-dave-newick-arken

We sat down with Dave Reynolds from Paragon Customer Communications to discuss the importance of a multi-channel approach to compliant customer communications.

Dave Reynolds is CEO of the Customer Communications and Lead Supply business lines for the UK, Ireland and Luxembourg region of Paragon.

He tells us about his business line’s evolution from a print production house into an organisation that delivers communications to thousands of customers each week using an insight-driven blend of channels.

Key Takeaways:

- Learn about Paragon’s extensive operations, handling billions of communications, and how technology drives efficiency in this sector.

- Discover the importance of offering a mix of digital and traditional communication methods to meet diverse customer preferences, especially in regulated industries.

- Understand Paragon’s commitment to sustainability, their journey towards Net Zero by 2050, and initiatives like carbon calculators for offsetting emissions.

https://www.beyondencryption.com/blog/customer-communications-podcast

We discussed the role of environmental, social, and governance (ESG) in driving corporate change with friends and experts in sustainability, politics, and business.

Our guests for this episode were Andy Middleton, Simon Biltcliffe, and Graham Hooper who are all passionately working towards positive change in their own areas of expertise and in their businesses.

Key Takeaways—

- Gain insights into the gap between the perception and reality of ESG (Environmental, Social, and Governance) initiatives in businesses.

- Learn how sustainable and ethical investment decisions can significantly impact environmental outcomes, particularly in the pension and wealth sectors.

- Understand the role of corporate governance in driving environmental change and the necessity for businesses to adopt more regenerative practices.

Guests —

Read more:

https://www.beyondencryption.com/blog/esg-anarchy-andy-middleton-simon-biltcliffe

#sustainability #datasecurity #financialservices

We chatted with Chris Read from Dunstan Thomas on how to engage clients in a TikTok era.

Dunstan Thomas⁠ provides a whole ream of interesting technologies to the financial services sector, investment, savings, and retirement. This has given Chris a unique view of digital transformation that spans the market.

Chris is not only the founder of Dunstan Thomas and a thought leader on all things financial services tech, but he also started The Singing Gorilla Project in Uganda, helping to improve the welfare of remote communities.

Key Takeaways:

- Understand how financial services technology can cater to a broad demographic, ensuring no one is excluded.

- Discover why the financial sector has historically been slow in digital adoption and how this is evolving.

- Hear the ways in which COVID-19 accelerated digital engagement among older generations, offering a unique perspective on changing consumer behaviours.

https://www.beyondencryption.com/blog/client-engagement-chris-read

We chatted to Ian McKenna, founder of the Financial Technology Research Centre (FTRC) and Winner of UK Life Insurance Leader of the Year 2022.

Ian discussed his illustrious past in the music industry, why technology is key to the future of financial advice, and the increasing importance of cyber security for financial advisers and providers.

Key Takeaways:

- Deepen your understanding of the key differences and similarities between the UK and US financial markets.

- Learn the importance of a customer-centric approach and how it benefits financial services.

- Discover the crucial role of cybersecurity in financial services and strategies to protect against emerging threats.

#financialservices #secureemail #cybersecurity