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Special Interest: Financial Services

The objectives of the Forum are:

  • Knowledge and experience sharing
  • The Promotion of Good Records, Information and Data Management Practices
  • Collaborative Working
  • Social & Professional Networking

The Group meets 4 times a year, where 3rd parties who support the Financial Services and Regulated Industries are invited to present key topics with reference to industry trends on methodology, recruitment and regulatory issues. All events are conducted under the “Chatham House Rule” .

If you wish to contact the group please email the group deputy chair Roger Poole at

Group Feed
wrote on the Special Interest: Financial Services wall: Dear All Many thanks to those of you who attended a very successful meeting. To those who were unable to attend I hope we are able to welcome you to our next meeting which will be in June 2020 - details to follow. Jim Robertson gave an informative and relevant presentation on his organisation’s use of the “AI.Datalift” solution from Automated Intelligence. This resulted in a significant reduction in risk and cost savings (and further benefits). A number of you expressed and interest in understanding more about how this solution could be relevant for your organisation. I will, in the near future, advise details of more detailed sessions to be hosted by AI. However, in the meantime AI would be please to answer any further questions regarding this solutions directly. Please feel free to contact Warren Bennett at: Warren Bennett Key Account Manager Mob: +44 (0)7921 480 662 | Tel: +44 (0)2890 996 118 Please let me know if you have any thoughts regrading a Vendor presentation you would like to see at our June meeting. Any thoughts as to a Venue will also be gratefully received (could you host?). Kind regards Roger Poole FSRMF Vice Chair/IRMS Financial Services Group Vice Chair
Posted 06 March 2020
Julia Palmer registered for the event Financial Services and Regulated Industries Forum.
Posted 11 February 2020
wrote on the Special Interest: Financial Services wall: HI All - a meeting in London on 12th February has been arranged and invitations sent out to all who subscribe to this group in addition to members of the FSRMF. Currently unable to update the calendar! Kind regards] Roger Poole
Posted 23 January 2020
Paula McClure joined the group Special Interest: Financial Services.
Posted 21 October 2019
Roger Poole FIRMS posted a new entry in the Financial Services blog in the group Special Interest: Financial Services.
Posted 12 October 2019
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Post by Roger Poole FIRMS, 12 October 2019
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Group Chair
Kate Javes
Group Committee Member
Roger Poole FIRMS


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