During this webinar we will discuss three key considerations for the banking and finance industry:

  • The shift towards strategic decision-making
  • Transparency of data
  • Why financial institutions are investing in low code / no code technology as opposed to their legacy counterparts.

Touching on the latest research from Board International we share how finance leaders can be the resurgent driver for transformation across the organisation using both the required technology to impact decision-making and looking at the skills required to drive these changes in a post-pandemic world.

As an example of this, Rupert Kennedy-Alexander, Global Head of Strategic Planning, Analysis and Insight at HSBC will discuss why it is critical to put proper assessment of financial resources and the constraints they link to at the heart of the planning process, how HSBC are introducing ?constraint-based planning? to do just this, and plans for future evolution of this capability using the Board platform.

KEY LEARNING OUTCOMES:

  • Highlight current market trends by sharing insights from latest global research by Board
  • Identify and share successful approach to dealing with specific challenges faced by FS firms in and around agile scenario planning
  • Share HSBC case study to show importance value of strategic decision making
Jonathan Middleton

Jonathan Middleton

Director, UK Finance

Jonathan joined UK Finance in 2018 and oversees work on a range of topics including innovation, fintech, disruption, regtech and AI. Prior to joining ...

Jonathan joined UK Finance in 2018 and oversees work on a range of topics including innovation, fintech, disruption, regtech and AI. Prior to joining UK Finance, Jonathan was Head of Technology Policy at the Government Digital Service in the UK Cabinet Office. He was primarily responsible for managing cross-government policy and technology standards for how departments bought, built and managed their technology estate. He also led work on emerging and disruptive technologies including distributed ledger, AR/VR, internet of things, and AI/machine learning. He is a graduate of Oxford University and the University of London. He is also a Fellow of the Royal Asiatic Society.

Read more
Neil Shah

Neil Shah

Head of Financial Services, Board International

Neil is Head of Financial Services at Board after having spent 8 years in EY's Finance Consulting practice advising Financial Services firms on both r...

Neil is Head of Financial Services at Board after having spent 8 years in EY's Finance Consulting practice advising Financial Services firms on both regulatory and technology driven change. Neil has advised many clients on the digital transformation of their finance functions and now brings to Board a unique perspective on technology from both a client and alliance partner point of view. 

Read more
Rupert Kennedy-Alexander

Rupert Kennedy-Alexander

Global Head of Analysis and Insight, HSBC

Rupert Kennedy-Alexander is currently Managing Director and Global Head of Strategic Planning, Analysis & Insight with HSBC, a role in which he is...

Rupert Kennedy-Alexander is currently Managing Director and Global Head of Strategic Planning, Analysis & Insight with HSBC, a role in which he is responsible for strategic and operational planning bank-wide, HSBC's monthly forecast, and financial executive MI for the Group Executive Committee. 

Rupert is passionate about data & analytics, delivering new capabilities (especially with the use and adoption of evolving technologies to enhance processes and service delivery), and building, mentoring and leading global high-performance teams.  Currently he is leading on a number of initiatives focused on transforming HSBC's planning and forecasting processes, deepening business analytics, and digital transformation of predictive and reporting capabilities.  

He is a seasoned finance professional who has held senior roles across several key markets and across many of the sub-disciplines of Finance, including serving in recent roles as Global Head of Business Performance, Wealth & Personal Banking, and Global CFO, Retail Banking & Wealth Management.

 

Read more
Board

Board

Board’s Intelligent Planning Platform delivers solutions that help over 2,000 organisations worldwide plan smarter — enabling actionable insights and ...

Board’s Intelligent Planning Platform delivers solutions that help over 2,000 organisations worldwide plan smarter — enabling actionable insights and better outcomes. Board helps leading enterprises discover crucial insights which drive business decisions and unify strategy, finance and operations through more integrated and intelligent planning to achieve full control of performance. Partnering with Board, global enterprises such as H&M, BASF, Burberry, Toyota, Coca-Cola, KPMG, and HSBC have digitally transformed their planning processes.

Founded in 1994, and now with 25 offices worldwide, Board International is recognised by leading analysts including BARC, Gartner, and IDC.

Read more

Click the image below to watch the webinar againThe Resurgent Finance Leader - HSBC case in point