Deloitte, in partnership with SFE, is hosting an exclusive event on ‘The next gamechanger in financial services’.
The financial services landscape has undergone seismic shifts in recent years - from the rapid adoption of AI to heightened regulatory scrutiny, industry consolidation, and evolving customer expectations. But what comes next?
This interactive panel event brings together leaders from across the Financial Services sector to discuss what the next major change in the industry could be, and how organisations can begin preparing for it.
Join us for a thought-provoking discussion and debate, and have your voice heard as we explore the future of FS with industry leaders. The conversation will continue over canapés and drinks.
Panellists:
Sandy Begbie, SFE Chief Executive
Prior to joining SFE, Sandy led the development of the Scottish Government’s Young Person’s Guarantee following an 18-month contract at Tesco Bank as the Chief Transformation Officer.
Sandy was responsible for the Global People, Organisation and Culture Integration following the successful merger of Standard Life and Aberdeen Asset Management in 2017. Before the merger Sandy was the Chief People Officer and Lead Executive for China and Hong Kong for Standard Life for eight years. During this time, he led the Standard Life HR team to be recognised as one of the top performing functions in the UK and also led the turn-around of Standard Life’s Chinese Joint Venture. Sandy was appointed Senior Advisor to the Standard Life HASL Asia business in Hong Kong in July 2020, having been Chair of the Hong Kong-based Board since 2014. In December 2023 Sandy was appointed as International Director to the HASL Asia business and stepped down as Senior Advisor.
Sandy was awarded a CBE in the Queen’s Birthday Honours List in August 2018 for services to business and social inclusion. He was appointed a Fellow of the Royal Society of Edinburgh (FRSE) in March 2023. In December 2024 Sandy was awarded Freedom of the City of London for his transformative leadership in Scotland's financial sector and his enduring commitment to fostering economic growth and social inclusion across Scotland.
Ross Liston, M&G Wealth Chief Executive and SFE Wealth Management Sector Group Chair
Based in Edinburgh, Ross has held senior leadership roles across advice, distribution, and business transformation. With a career dedicated to improving customer outcomes, he is recognised for championing professional standards, driving innovation, and fostering collaboration across the financial services industry.
Alex Kantor, Director of Technology, Kosli
Alex is a technology leader with a deep focus on the intersection of high-velocity engineering and rigorous financial regulation. Currently Director of Technology at Kosli, his team's mission is to accelerate regulated entities' ability to automate governance and controls—proving that financial services can deliver changes safer, faster, and cheaper.
Prior to Kosli, Alex served as Director of Technology at Modulr, where he spearheaded an engineering transformation that enabled the firm to deliver 8 times faster while maintaining full compliance with FCA and EU regulations. Alex brings a grounded, battle-tested perspective to the "AI hype" cycle and focuses on the critical "delivery bottleneck" whilst also keeping an eye ahead for what the next major disruptor could be.
Jana Werner, Executive in Residence at Amazon Web Services
Jana Werner is an Executive in Residence at Amazon Web Services, where she guides the executive teams of Fortune 500 companies in building adaptive resilient organizations. Her insights are forged from a career at the intersection of business strategy and technology: leading major digital transformations in financial services, guiding and scaling tech startups to growth and acquisition, and advising on complex global change at DHL.
Her academic background in uncertainty dynamics grounds her practical advice for leaders navigating complex environments. She is a sought-after speaker and lecturer for executive and student education at institutions like Oxford and the London School of Economics, and a published author with Harvard Business Review.
Who Should Attend
Professionals across financial services who want to engage in forward-looking conversation about the next major shift in the industry — and what should be on every firm’s agenda.
What You’ll Gain
Insight into potential game-changing trends that could redefine financial services
Perspectives from FS leaders on how organisations can position themselves for what’s ahead
Thought-starters on future skills, priorities and strategic preparation
Space to share your views and shape the discussion
Book your ticket for this event below: