In this episode of the Bridge Leap Forward podcast, we welcome Serena Joseph, a leading consultant in risk and compliance whose career began as a graduate trainee at Barclays. Serena shares her remarkable journey and offers valuable insights into how the regulatory landscape has evolved, with a focus on the importance of Consumer Duty, Duty of Care, and addressing the needs of Vulnerable Customers in today’s business environment.

 

Serena explains how organisations can simplify compliance by making policies and processes clear and accessible for staff, allowing them to effectively guide their customers. She also discusses how leveraging technology, such as AI, digital tools, and gamified training, can enhance efficiency and ensure staff are well-equipped to meet regulatory demands.

 

Struggling to balance your commercial objectives with ethical practices? This episode will provide you with strategies needed to navigate compliance challenges while maintaining a competitive edge.

 

Podcast Description:

In this episode of the Bridge Leap Forward podcast, we sit down with Serena Joseph, a leading consultant in risk and compliance, to dive into her perspectives on today’s evolving regulatory environment.

 

We discuss how organisations can simplify compliance by making processes more accessible, adopting innovative tools like AI and gamified training to improve staff competency, and creating customer-first frameworks that enhance trust and loyalty.

 

We also focus on how businesses can train staff to identify vulnerabilities and offer meaningful support to customers facing specific challenges, such as financial literacy or health concerns.

 

This episode is a must-watch for anyone looking to embed ethical practices into their operations, balance innovation with compliance, and build stronger customer relationships.