Turbocharging Transparency, Truthfulness and Trustworthiness with Technology

Online symposium using interactive Zoom; 

taking place on Monday, May 4th from 1:00pm until 4:00pm, UK time

Kindly hosted by

Executive summary

This online symposium will be of particular interest to individuals and organisations that authentically align with the idea that the financial services sector needs to be trustworthy. 

Unfortunately, there is a mountain of independent research, such as the Edelman Trust Barometer, showing that the public do not trust financial services; and therefore do not have confidence in it. That’s a serious and systemic problem for a sector that needs to be trusted to function successfully. 

There are many reasons for this sorry state of affairs, and a particularly significant reason is that the financial services seems to have failed to grasp the very strong correlation between transparency, truthfulness and trustworthiness. 

Furthermore, technology is a great friend of transparency. It follows therefore that we should enthusiastically embrace opportunities to harness the transformational power of technology to turbocharge transparency, truthfulness and trustworthiness. 

There are some truly exciting developments just on the horizon that are working their way towards us at great speed; some of them are powerful enough to deserve to be thought of as “Transparency Machines” .

This online symposium will therefore be of great interest to individuals and organisations keen to learn about the type of breakthrough technologies and applications that are entering the market and how they can constructively disrupt the status quo, helping to obliterate the opacity that the financial service sector is sadly still riddled with.

All places need to be booked in advance, please

To secure your place, please first click on the button below, then read the notes that explain the 4 ticket options (Standard, For TTF Fellows, Discounted and Press Pass) and then book your place.

Once your place is secured, we will Email all the details you need to be able to access the event through interactive Zoom.

For queries, please Email andy.agathangelou@transparencytaskforce.org

What’s the purpose of this symposium?

The overall purpose of this online symposium is to shine a bright light onto the way technology is driving transparency into the financial services market and as a consequence will positively impact truthfulness and trustworthiness too. 

Our event is being run as part of a major international project about creating an over-arching framework for finance reform. At the heart of that framework for finance reform are the 12 Finance Development Goals that we are developing; one of which is dedicated to Technology. Thereby, this symposium represents one more step forward in our collective efforts to galvanise support for positive, progressive and purposeful finance reform, for the benefit of all.

We already know that the financial services sector as a whole has a significant reputation problem – the key takeaway from the Edelman Trust Barometer is:

“…at 57 percent trust among the general population, financial services remain the least-trusted sector measured by the Trust Barometer.”

…and that’s obviously a major issue for a sector that has to be trusted to function successfully.

It is clear that there is far too much adverse publicity about the financial services sector; and that it is having a long-lasting and highly damaging effect on the reputational integrity of the sector. 

This is a serious and systemic issue that needs to be resolved.

Our symposium creates a first-class opportunity for a wide range of stakeholders to share their thoughts around what needs to be done; how best to do it and who should take responsibility for fixing what seems to be broken; or at least very badly damaged. 

You can expect to be ‘amongst’ progressively minded and collaboratively minded people.

On the basis that “progress begins with realism” we will be facilitating the kind of candid yet constructive discussions that are needed to help move matters forward.

We are expecting this to be a particularly lively symposium because we will be creating a forum for people to “say it as they see it” and there is no doubt that many people are disappointed with and frustrated by the alarmingly slow pace at which the financial services sector has been embracing Fintech, Interoperability, Open Finance and so on; the net result being we have a sector that is still largely operating on clunky and clumsy legacy systems. 

We don’t think any one person or organisation has all the answers; and we also think that all answers are worth listening to, so if you’ve got a point of view that you’d like to share, this is definitely an event for you.

Format

We’re in trying times; so, it’s time for agility and adaptability, resilience and innovation.

As a consequence, this symposium is being run as an online event.

We will be using interactive Zoom, a highly effective online platform which means we can run this symposium as an ultra-convenient and wonderfully efficient thought-leadership event for you; all this, without you needing to leave your home or office.

You’ll just need access to a computer with Broadband connection. 

We will be structuring the event in such a way that it will be as engaging and as interactive as we can possibly make it. We’ll  be working hard to create as “life-like” an event as possible, with every opportunity taken to create interaction and engagement.

There will be several presentations with Q&A sessions; breakout sessions where attendees will be able to discuss particular topics amongst themselves and then report back on their findings; and an open discussion and debate session towards the end.

Here’s the programme and timings, so far*

13:00

Welcome to the symposium, brief introductions and setting the scene, for 20 minutes, by 

 – Andy Agathangelou, Founder, Transparency Task Force; Governor, Pensions Policy Institute; former Founding Chair, Friends of Automatic Enrolment; former Founding Chair, Association of Member Nominated Trustees.

https://www.linkedin.com/in/andy-agathangelou-02953113

13:20

Presentation #1, for 20 minutes + 10 minutes Q&A with facilitated discussion

Sander Eijkenduijn, Co-Founder at Scorpio

https://www.linkedin.com/in/sander-eijkenduijn-1108b0167/

and

Jonny Ruck, Co-CEO, at Scorpeo

https://www.linkedin.com/in/jonathan-ruck-24641587/

13:50

Presentation #2, for 10 minutes + 10 minutes Q&A with facilitated discussion

Paul Dowding, Co-Founder & Head of Design at L4S Corporation

https://www.linkedin.com/in/paulfdowding/

14:10

Short leg-stretch and comfort break, for 10 minutes

14:20

Breakout & Report Back Session, on “What are the problems; what are the solutions?”, for 30 minutes in total

 – 20 minutes for discussion within the Breakout Group

and 

 – 10 minutes for the Report Back session 

14:50

Presentation #3, for 10 minutes + 10 minutes Q&A with facilitated discussion

Connie Erlanger, Co-Founder & CEO, GoKnown LLC

https://www.linkedin.com/in/connie-erlanger-143a8539/

and

Michael Erlanger, Co-Founder & Chief Visionary, GoKnown LLC

https://www.linkedin.com/in/michael-erlanger-001191/

15:00

Presentation #4, for 10 minutes + 10 minutes Q&A with facilitated discussion

Suzanne Cook, Creator of Ainstein, CEO & Co-Founder, StockSmart

https://www.linkedin.com/in/cooksuzanne/

15:20

Presentation #5, for 10 minutes + 10 minutes Q&A with facilitated discussion

Jefferson Braswell, Chair, ACTUS Financial Research Foundation Board of Governors

https://www.linkedin.com/in/jeffersonbraswell/

15:40

Open discussion & debate, 15 minutes

15:55

Final conclusions; and suggested next steps, by

 – Andy Agathangelou, Founder, Transparency Task Force; Governor, Pensions Policy Institute; former Founding Chair, Friends of Automatic Enrolment; former Founding Chair, Association of Member Nominated Trustees.

https://www.linkedin.com/in/andy-agathangelou-02953113

16:00

Final close

*The programme will continuously evolve so is subject to change.

All places need to be booked in advance, please

To secure your place, please first click on the button below, then read the notes that explain the 4 ticket options (Standard, For TTF Fellows, Discounted and Press Pass) and then book your place.

Once your place is secured, we will Email all the details you need to be able to access the event through interactive Zoom.

For queries, please Email andy.agathangelou@transparencytaskforce.org