Technology Stack

Technology plays an increasingly central role in how financial services organisations operate, manage risk and engage with clients. Over time, many businesses have accumulated a wide range of systems and tools, often introduced to meet evolving regulatory, operational or client needs.

While this expansion can deliver capability and efficiency, it can also introduce complexity. Poor integration, duplicated functionality and unclear ownership of systems can create friction across teams and limit the value technology is intended to deliver. As expectations around governance, transparency and digital experience continue to rise, organisations are being challenged to think more deliberately about how their technology ecosystems are structured.

Technology decisions are no longer confined to IT or operations teams. They shape productivity, collaboration, compliance, client experience and an organisation’s ability to adapt in a changing environment. Understanding how systems interact, where value is being created and where risk or inefficiency may sit has become an important strategic consideration.

In the March edition of INPractice Online, The Inside Network will explore how organisations across the financial services industry can assess and optimise their technology stack. The session will focus on aligning technology choices with business objectives, regulatory expectations and evolving client needs, while maintaining scalability and long-term resilience.

This session will cover:

• The role of a technology stack in supporting effective operations, governance and client outcomes.

• Key considerations when evaluating and selecting core systems across functions such as client management, service delivery, compliance and reporting.

• Common challenges associated with complex technology environments, including integration issues and underutilised systems.

• How to approach technology decisions strategically, balancing capability, cost, risk and flexibility.

• Practical approaches to reviewing and evolving an existing technology stack as organisations grow or change.

This session is designed for professionals across the financial services industry who are involved in technology, operations, compliance, leadership or service delivery, and who want greater clarity on how technology can better support sustainable, well-governed and client-focused businesses.