We spoke with Karen Peters, an experienced consultant who helps financial services organisations transform complex communications at scale – focusing on compliance, readability, and customer experience.

Karen has advised CEOs, COOs, and CTOs at board level on meeting new regulations like Consumer Duty and the upcoming EU Accessibility Act.

She draws on her background in digital transformation, channel management, robotic process automation, and more to remove friction in customer journeys – while prioritising trust and compliance.

We spoke to Morgan (Mogsy) Long, Programme Manager and Talent Lead at the Defence Digital Foundry – a government initiative designed to accelerate digital transformation across the armed forces.

While we often look at how regulated businesses reach customers, here, we explore how the armed forces engage with recruits, service personnel, veterans, and family members.

We also discover how Morgan's team balances security and compliance to drive change at pace in the technology supporting the armed forces across multiple problem sets.

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We caught up with Richard Logan, Principal Digital Strategist at MMT Digital, to find out how regulated organisations can unify their customer communications, maintain compliance, and deliver real value.

MMT Digital has worked on global digital transformation programmes for well-known names like Vodafone, NFU Mutual, Schroders, TransLink, and Newcastle Building Society.

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We spoke with Philip Courtney, founder of Humans and Money, to find out why people often fail to take the right actions with money—and how businesses can help.

Phil specialises in investor psychology, having worked in the financial sector before launching the consultancy.He’s just completed a PhD on people’s attitudes to money and, in his words, he’s a bit of a “nerd” when it comes to financial decisions.

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We spoke with Beyond Encryption Founder & CEO Paul Holland about the challenges of securing digital communications and how businesses can safeguard sensitive customer data amid an evolving threat landscape. With cyber attacks accelerating at an unprecedented rate—targeting everything from global enterprises to critical hospital infrastructure—companies need to ask themselves: Are they doing enough to protect their outbound customer communications? Learn more on our website.

We caught up with Helen Clark, founder of Mint Blue Consulting, to discuss how financial services firms can adapt their communication strategies amidst technological and regulatory change.

As digital transformation accelerates, financial services firms are grappling with regulatory and efficiency challenges while trying to maintain focus on the diverse preferences of clients and advisers.

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Adrian Swinscoe, renowned customer experience adviser and author of "Punk CX" and "Punk XL", advocates a return to simplicity, authenticity, and a human-centric approach.

Businesses that want to improve their customer experience often find themselves stuck in complex strategies and over-engineered solutions. We explore how embracing the punk philosophy can revolutionise customer experience, inspired by the raw and rebellious spirit of punk music. Learn more on our website.

We spoke with ⁠Brooke Day⁠, Head of Brand and Communications at ⁠PensionBee⁠, to explore how the company keeps customers engaged throughout their lifelong pension journeys.

Engaging customers in long-term financial products like pensions takes a multifaceted approach. Combining education with personalised, multi-channel communications is how PensionBee maintains customer engagement over decades for their lifetime product.

In financial services, customer engagement extends beyond transactions; it involves building affinity and relationships through multiple interactions.

Learn more on our website.