22 episodes

Listen up, punks! The award-winning, hard-hitting financial services podcast from Iress is back.

Comedian Olga Koch returns to ask the questions that nobody else is asking in a series of bold and frank conversations that everyone in financial services needs to hear.

Could we close the advice gap by thinking more creatively? Can Homer Simpson get more people interested in financial planning? What would an ex-hacker do to fight rising financial crime? Do we need to completely rethink investing? And just how do we make the financial system better and fairer?

Expect honesty, expect humour. Just don’t expect it to sound like any other financial services podcast.

A new episode releases every two weeks. Subscribe to Upfront so you never miss one. Get in touch at upfront@iress.com and visit the blog at iress.com/upfront.

Upfront is a 10-part series from Iress, the people behind the world-leading financial services software.

Find us on LinkedIn: https://www.linkedin.com/company/iress/ and at www.iress.com

Upfront Iress

    • Business
    • 4.9 • 11 Ratings

Listen up, punks! The award-winning, hard-hitting financial services podcast from Iress is back.

Comedian Olga Koch returns to ask the questions that nobody else is asking in a series of bold and frank conversations that everyone in financial services needs to hear.

Could we close the advice gap by thinking more creatively? Can Homer Simpson get more people interested in financial planning? What would an ex-hacker do to fight rising financial crime? Do we need to completely rethink investing? And just how do we make the financial system better and fairer?

Expect honesty, expect humour. Just don’t expect it to sound like any other financial services podcast.

A new episode releases every two weeks. Subscribe to Upfront so you never miss one. Get in touch at upfront@iress.com and visit the blog at iress.com/upfront.

Upfront is a 10-part series from Iress, the people behind the world-leading financial services software.

Find us on LinkedIn: https://www.linkedin.com/company/iress/ and at www.iress.com

    Are We Nearly There Yet?

    Are We Nearly There Yet?

    What does the financial services business of the future look like? It’s 2023. We’re in an age of artificial intelligence, digital data and supercomputers. So, er, why is the financial services industry still using pens, paper and post?  In this episode, Olga is joined by global futurist and innovation strategist Anders Sorman-Nilsson, who says the industry is doing too much menial and mundane work. He talks about what the successful financial services business of tomorrow looks like and how they’ll be using technology to make a more meaningful difference to people and the planet.

    iress.com/upfront
    See omnystudio.com/listener for privacy information.

    • 26 min
    Living The Dream

    Living The Dream

    What will make financial services a sector where people want to work and stay? The lack of diversity in financial services is putting people off joining the industry - brilliant people who could be bringing much-needed skills, new ideas and different perspectives to the sector. In this episode, Olga is joined by renowned financial adviser and TV personality Emmanuel Asuquo. He talks about his experience joining the industry as a young black man from a council estate in East London, what inspired him to become the success he is today and the change he wants to see happen.

    iress.com/upfront
    See omnystudio.com/listener for privacy information.

    • 33 min
    Something's Gotta Give

    Something's Gotta Give

    Who will take one for the team for a better, fairer financial system?

    Financial services and technology are moving fast. But stop. We need to pause and ask ourselves what we’re really doing, and who for, otherwise we risk not making progress at all.

    In this episode, Olga is joined by Adah Parris, a creative provocateur who helps people see the world differently. She wants financial institutions to get out of their echo chambers, ask some big questions and start building a new world. But first, someone’s got to step off the hamster wheel - fast.

    iress.com/upfront 

    https://adahparris.com/
    See omnystudio.com/listener for privacy information.

    • 23 min
    Work in Progress

    Work in Progress

    What is the future of work?

    It’s the question everyone wants the answer to. Has anyone got it right yet? The jury’s out. One thing’s for sure, we all want to work smarter, not longer. 

    In this episode, Olga is joined by Charlotte Lockhart, co-founder of 4 Day Week Global. She talks about why a focus on productivity, not time, can help us all be happier, healthier and more successful. Anne-Marie Lister, Chief People Officer at Atom Bank, also joins in to talk about their new approach to work.

    iress.com/upfront
    See omnystudio.com/listener for privacy information.

    • 28 min
    The 2.5 Trillion Dollar Question

    The 2.5 Trillion Dollar Question

    Can responsible investing change the world?

    It’s going to take $2.5 trillion to solve the world’s societal and environmental problems. Financial services have the means to help, but first, the industry must ask itself some big and difficult questions. One man who’s not afraid to ask those questions is James Perry, an entrepreneur and founder of ethical investment company Snowball. He talks to Olga Koch about ripping up the rule book in an episode that will change the way you think about investment and returns.

    iress.com/upfront
    See omnystudio.com/listener for privacy information.

    • 32 min
    Why So Serious?

    Why So Serious?

    Do financial services need to lighten up? Everyone loves a deal, and this time, you’re getting two for one as Olga is joined by fellow stand-up comedian and consumer champion Vix Leyton. In this episode, Olga and Vix find the funny in everything from car insurance to student bank accounts and badly-advised store cards. They share their experiences of playing fast and loose with pensions, impressing financial advisers and mixing financial services with comedy.

    iress.com/upfront
    See omnystudio.com/listener for privacy information.

    • 37 min

Customer Reviews

4.9 out of 5
11 Ratings

11 Ratings

CheltMamma ,

Refreshing

Definitely NOT the same old stuff for a financial services podcast. Insightful and interesting - I didn’t want it to end!

agirlcalledraj ,

Is this really a FS podcast?

Never heard anything so engaging, edgy and real from the FS world like this before!

Top Podcasts In Business

The Diary Of A CEO with Steven Bartlett
DOAC
The Martin Lewis Podcast
BBC Radio 5 Live
Working Hard, Hardly Working
Grace Beverley
A Book with Legs
Smead Capital Management
Big Fish with Spencer Matthews
Global
Unhedged
Financial Times & Pushkin Industries

You Might Also Like

TRAP: The Real Adviser Podcast
Alan Smith; Andy Hart; Carl Widger; Nick Lincoln
The Other Hand
Jim Power & Chris Johns
The David McWilliams Podcast
David McWilliams & John Davis
The Two Matts
The New European
Money Clinic with Claer Barrett
Financial Times
Money Box
BBC Radio 4