With shifting customer expectations and increased demand for investment services, the financial services, wealth and asset management industries are under increasing demand to evolve and scale digital operations and services. To remain competitive, firms are investing heavily in new technology and data to improve client services, enhance advisor productivity, and create scalable, cost-efficient solutions globally.
As businesses expand their digital estates, they face significant challenges related to security, trust, resilience and compliance, amplified by outdated legacy systems and the complexity of integrating new technologies.
The increasing use of AI, cloud services, data analytics, and digital assets has created new risks that must be carefully managed to counter emerging security threats, service disruption, and the financial costs and reputational damage associated with breaches and non-compliance.
There is a huge push for growth, both locally and globally, which places even more pressure on businesses, as they will only be able to scale if their technology is secure, compliant, and controlled.
During this roundtable discussion we will take a deep dive into the organisational challenges facing financial services, wealth and asset managers as they balance the need to innovate with the challenge of security, resilience and compliance, whilst also maintaining consumer confidence and trust.
We will discuss a range of key areas including security & scalability, legacy system integration, system governance and cross border regulation, alongside the question of people, ownership and collaboration in achieving secure and compliant growth.




Ian Davey, FinTech-Tables
Laura Walker, Fintech-Tables
