Broken By Design: Why Financial Services Is Drowning In Data It Can’t Use, Sam Seaton and Alan Clay (#29)

Broken By Design: Why Financial Services Is Drowning In Data It Can’t Use, Sam Seaton and Alan Clay (#29)

Financial services has spent years trying to make customer data more useful. The crux of the problem is simple: can the firm reach the right person, through the right channel, when the information actually needs to be acted on? In this episode of Sense of Identity, Paul Holland is joined by Samantha Seaton [https://www.linkedin.com/in/samanthaseaton/], co-chair of the Smart Data Council [https://www.gov.uk/government/groups/smart-data-council], and Alan Clay [https://www.linkedin.com/in/alan-clay-54089a4/], Head of Strategy, Customer Data Solutions at LexisNexis Risk Solutions [https://risk.lexisnexis.com/], to discuss why so much financial services data still fails at the point of customer contact.

From Sampling to Scale: Using AI to Review More Conversations With Less Risk, TCC Group & Recordsure (#28)

For regulated firms, narrow sampling can leave blind spots around customer outcomes, conduct risk, and emerging patterns that deserve attention. In this discussion, Garry Evans, Chief Product & Commercial Officer, and Adrian Crean, Strategic Partnerships Director, explain how TCC Group & Recordsure is helping regulated firms move from narrow sampling to broader, faster, and more defensible oversight. The big idea is simple: if firms want stronger evidence of customer outcomes, better visibility of conduct risk, and fewer unpleasant surprises when rules or scrutiny change, they need a way to review far more conversations and documents than manual teams can handle on their own. Learn more on our website: https://www.beyondencryption.com/blog/ai-review-more-conversations

Needs Adults in the Room: What UK Tech Firms Are Learning About Adoption, Risk, and Trust, Roland Emmans, HSBC (#27)

AI is already changing how work gets done, but the firms that benefit most will be the ones that treat it as disciplined operational change. Roland Emmans [https://www.linkedin.com/in/rolandemmans/], Head of Technology Sector & Growth Lending at HSBC [https://www.hsbc.co.uk/], spends his time speaking with technology businesses at every stage of growth, from disruptive start-ups to large corporates. That vantage point gives him a useful read on where AI is genuinely helping, where businesses are still feeling their way through adoption, and where trust, governance, and human judgement are starting to matter more than the tools themselves. In this episode of the Sense of Identity podcast, Roland discusses how the AI conversation has matured. Learn more on our website: https://www.beyondencryption.com/blog/roland-emmans-hsbc-interview

How Advice Firms Prove Value and Grow Businesses That Buyers Can Trust, Paul & Colin, Silverback (#26)

Exit readiness is what you can show, not what you can say: fair value delivered consistently, with costs under control. In this episode of Sense of Identity, Paul and Adam are joined by Colin Sloss [https://www.linkedin.com/in/colinsloss/] (Consultant) and Paul Miles [https://uk.linkedin.com/in/paulmiles77] (Principal) from Silverback Consultancy [https://silverbackconsultancy.co.uk/]. Colin has over 30 years of experience across wealth management and adviser technology, and Paul focuses on making advice businesses simpler, more efficient, and exit-ready. They discuss what that looks like for the intermediaries they work with, focusing on the operating model, the evidence, and how reliably the firm delivers outcomes. Learn more: https://www.beyondencryption.com/blog/build-businesses-buyers-can-trust

The Pensions Data Crisis: Mortality Manifest on Accuracy and Trust, Sam & David, Mortality Manifest (#25)

Pensions run on data, and it's vital to make sure that data is robust enough to trust with people’s futures. In this Sense of Identity episode, we speak with Sam Drye, Managing Director, and David Rich, Chief Data Officer at Mortality Manifest [https://www.mortalitymanifest.co.uk/], a specialist data service that helps financial organisations address the complex realities of mortality, tracing, and overseas members. Together, we explore why pensions data is under more pressure than ever, how poor records translate into real risk for schemes and savers, and what it takes to build a data strategy that can stand up to scrutiny. Learn more on our website: https://www.beyondencryption.com/blog/pensions-data-crisis-mortality-manifest