Scaling with tech and data teams in financial services and FinTech 2.0

We are delighted to invite you to our coming event where we will be joined by industry leaders from across financial services and FinTech to consider opportunities and challenges when scaling a business, with a focus on technology and data talent.

All guests will be welcomed with food and drinks and once the panel discussion has finished we are delighted to be able to offer a complimentary Scottish Whisky tasting experience to anyone who is interested.

Data and technology have had an extraordinary impact on financial services over recent years, from banking, credit and payments, to insurance, personal finance and even regulation.

But challenges still exist. Progress at scale requires a complex mix of talent and technology, and the right conditions for growth can be difficult for businesses to achieve.

Join us as our panel of industry experts discuss approaches to scaling with technology and data teams in financial services.

Our panelists will discuss:

-How to build data and technology teams around strategic business priorities

-Leveraging technology and data solutions to meet your customers needs

-Key considerations and challenges when scaling your team

-Challenges and opportunities when growing regional and international teams

Speaker Bios

Kat Morris, Group Head of Data Management Solutions, Lloyds Banking Group

Kat has over 15 years experience of leading reference data transformation initiatives. Her business and technical acumen have empowered her to drive and deliver innovative solutions to achieve measurable standards of data quality for firm-wide customers.

Her approach to transforming and evolving business processes and technical functions is strategic, yet detail-oriented, applying critical thought-leadership, effective business analysis and project management, engaging with senior stakeholders, and establishing consensus through soliciting diverse perspectives and consensus across firm-wide functions.

In her previous role, Kat was Vice President at Goldman Sachs. As product owner of the firm’s legal entity and account data masters, she was responsible for defining and executing the strategic vision for firm-wide party and legal entity reference data, managing and executing transformation initiatives, and partnering with cross-divisional, front-to-back users to grow their businesses.

Pardeep Cassells, Head of Securities & Claims Products, Access FinTech

Par is focused on the creation and rollout of new securities products for the finance sector against the core AccessFintech platform. Before joining AccessFintech, Par’s experience was predominately in outsourced middle office operations where she gained cross-product experience in operational, relationship management and project management roles.

She is a member of the FinTech Scotland advisory board where she is focused on the development of talent in the FinTech sector. She is committed to supporting the growth of the FinTech sector in Scotland - as well as across the UK - and is dedicated to the recruitment, development and retaining of diverse talent in the sector.

Previously, she has 10 years experience in investment operations, predominantly engaged in innovation and relationship management. She has hands-on operational experience focused on securities trade processing, dispute claims, payments and static data.

Hazal Muhtar, Product & Analytics Leader, Wise

Hazal is an Analytics Leader with a personal mission to use data to drive innovation for products that have a positive and meaningful impact on society. She built her career entirely within the Technology industry, continuously adapting her approach to evolving consumer needs and pain-points, and using analytics to create avenues for change.

Today, Hazal is a Senior Analytics Lead for the Consumer and Business Products at Wise .She is focussed on developing, enabling and empowering Analysts and Data Scientists to guide the thinking around business, product and engineering efforts across Wise through data driven strategies and best practices to drive growth.

Previously, Hazal spent 4 years at LinkedIn, leading the Global Product and Consumer Strategy for Enterprise solutions. Her work around customer behaviour modelling led the vision for the way LinkedIn reports its impact on influencing candidate behaviour.

Hazal is deeply passionate about empowering early career talent to pursue an intentional and gratifying professional path and works very closely especially with women who are interested in a career in analytics and data science.

Wazim Mushtaq, Former Transformation Lead, Standard Chartered Bank

Wasim’s career in financial services has focused on leading operational teams and delivering strategic change across banking sectors. He is currently working with global banks to deliver large-scale digital transformations and niche FinTechs to develop innovative products/services.

He spent his formative years in business banking at Abbey National Bank; followed by work in global banking and markets at RBS where he managed teams supporting all Libor lending across the UK for commercial and corporate banking.

Moving onto Barclays Wealth Management as VP Head of Credit Operations, and onto the Operations Lead role to launch Smart Investor. Before consulting in the CIO office to deliver group programmes covering system decommissioning, platform implementations, banking entity closures, launching new products, and structural reform for the Private Bank.

Transitioning into fintech as Director of Operations and Projects at AskIf, launching CBILS with the British Business Bank as part of the initial wave of UK lenders. Developing SME green finance innovations, managing operational third-party vendors, brokers and external client lending portfolios utilising managed services.

His last assignment was Transformation Lead in financial markets at Standard Chartered Bank delivering global change initiatives impacting all 45 regulatory markets. Leading the plan, design and transition of a material outsourcing programme under NDA within a full RFP lifecycle. Delivering all business outcomes in people, operations, technology, communications, finance, risk & transition workstreams.

Wasim received his Master’s in Economics from the University of Glasgow and more recently completed executive certificates at Saïd Business School, University of Oxford, and MIT Sloan School of Management. His focus areas are digital transformation, business strategy, process reengineering, lending, platformification, client segmentation, corporate innovation, open finance, and outsourcing solutions.

Robin Huggins, Client Services Director, MBN Solutions (Event Chair)

As Director of Client Services for MBN Solutions, Rob has spent over two decades at the sharp end of Talent Acquisition practice for the Data sector.

During this time, he has partnered with some of the UK’s leading data-driven businesses to deliver best-in-class talent solutions. In addition, working in an advisory capacity, Rob designed, built, and delivered the Data Lab’s MSc Placement Programme, has contributed to forums including Scotland’s AI Strategy and DMA Council and sits on University of Glasgow’s School of Maths & Stats Industrial Advisory Board.

A regular data industry blogger and event host, Rob also now hosts a data leadership focussed podcast called Boss’n’Data and has been recognised by Data IQ as one of their 100 most influential Data and Analytics practitioners in UK organisations for two years running.

Additional speakers will be added in the coming weeks.

Agenda & Timings

6?:00pm - Arrival with welcome food and drink

6?:30pm - Panel discussion

7?:45pm - Audience Q&A

8:00?pm - Networking, drinks and Whisky tasting

9?:00pm - Close