The Reseo State of the Art podcast

The festive season is behind us, and we hope the year has started well for you, spent with family and friends.Over the past few episodes, we have explored a wide range of topics across financial crime, regulation, onboarding, and documentation trust. In our most recent episode, we focused on documentation trust and examined the growing role of AI — discussing both its opportunities and its limitations, and how these may shape the investment industry in the years ahead.In this new episode, we are joined by John Allan, Head of Innovation and Operations at The Investment Association, and a leading voice in shaping how the UK investment industry adapts to emerging technologies and regulatory change.John is in conversation with Pierre-Yves Rahari, Co-Founder of Reseo, for a deep-dive into innovation in the investment management industry. Together, they explore the major forces currently reshaping the sector — from tokenisation and AI to operational resistance, fund modernisation, and the accelerating pace of change.The discussion looks beyond theory to address how firms can navigate these shifts in practice, and what it really takes to apply innovation in real time.Guest • John Allan, Head of Innovation & Operations, The Investment Association Host • Pierre-Yves Rahari, Co-Founder, Reseo Producer & Editor • Melanie Lopes, Sales & Marketing Associate, ReseoThanks for listening to the Reseo State of the Art podcast - you can find us here and on Spotify.Visit reseo.global for more information

Thank you for tuning in to another episode of Reseo State of Art. In our previous episode, we explored how regulation, technology, and trust are reshaping client onboarding and lifecycle management across the investment landscape.In this new episode, Reseo Co-Founders Luuk Jacobs and Pierre-Yves Rahari examine the growing collapse of documentation trust and what the industry can do about it. They discuss the dual role of AI: a powerful enabler but also a potential accelerant for document falsification. Finally, they consider how the industry can strengthen its defences and safeguard itself against future fraud.Guest • Luuk Jacobs, Co-Founder, Reseo Host • Pierre-Yves Rahari, Co-Founder, Reseo Producer & Editor • Melanie Lopes, Sales & Marketing Associate, ReseoThanks for listening to the Reseo State of the Art podcast - you can find us here and on Spotify.Visit reseo.global for more information

Welcome back to another episode of Reseo’s State of the Art podcast. In our previous episode, we explored financial crime and reflected on the implications of the forthcoming European Anti-Money Laundering Authority (AMLA) for the investment industry.In this conversation, we turn to client onboarding under growing regulatory pressure. Our guest, Heidi Gunkel, Managing Director and Head of Client Experience EMEA and APAC at RBC BlueBay, joins Pierre-Yves Rahari, Co-Founder at Reseo, to discuss how regulation, technology, and trust are reshaping onboarding and client lifecycle management across the investment landscape. Heidi also serves on the board of the Luxembourg ManCo at RBC BlueBay.Together, they explore:How firms are adapting onboarding workflows under heightened AML and KYC requirements.The role of AI and intelligent automation in improving efficiency and reducing friction.How client experience teams and boards can make strategic decisions that balance risk, compliance, and service quality. Guest • Heidi Gunkel, Managing Director, Head of Client Experience EMEA & APAC, RBC BlueBayHost • Pierre-Yves Rahari, Co-Founder, ReseoProducer & Editor • Melanie Lopes, Sales & Marketing Associate, ReseoThanks for listening to the Reseo State of the Art podcast - you can find us here and on Spotify.Visit reseo.global for more information

Welcome back to a new season of Reseo’s State of Art podcast — where we speak with industry experts about the ideas and forces shaping the future of investment management. In this episode, Pierre-Yves Rahari, Co-Founder and Director at Reseo, is joined by Giles Swan, a Public Policy and Regulatory Consultant.Together, they discuss how the upcoming Anti-Money Laundering Authority (AMLA) regulation — set to take effect in July 2027 — will reshape the regulatory landscape, and what it means for firms, clients, and compliance practices. They also reflect on the evolving relationship between regulation, technology, and financial crime prevention, and how the industry can act now to prepare for what’s ahead.Guest: Giles Swan — Public Policy Consultant, Swan FSHost: Pierre-Yves Rahari— Co-Founder and Director, ReseoProduced by: Melanie Lopes — Sales & Marketing Associate, ReseoThanks for listening to the Reseo State of the Art podcast - you can find us here and on Spotify.Visit reseo.global for more information

It's December and we are pleased to share a new episode of the Reseo State of the Art podcast, and our final one of this year. We are ending 2024 on a high note with an exciting conversation about innovation in the industry, which spans regulation, ESG, AI and even Space.Pierre Yves-Rahari is on hand to kick start the conversation, with his first set of questions: How do the best innovators in the industry operate? Do they create as individuals, or are they championed by corporations, or a combination of both? Is there any correlation with the funding model or talent pool available to innovators and what are the implications of for the future of innovation? We are delighted to be joined once again by guests Mark Cummins, Professor of FinTech and a Principal Investigator within the Financial Regulation Innovation Lab (FRIL), and Dr James Bowden, Senior Lecturer in Financial Technology, who both hail from the University of Strathclyde.Enjoy listening and don't forget to come back in the New Year when we go live with our 2025 schedule of discussions about the state of the industry.Thanks for listening to the Reseo State of the Art podcast - you can find us here and on Spotify.Visit reseo.global for more information

Welcome to a new episode of the Reseo State of the Art podcast, the platform for conversations about all things innovation for the Investment Management industry.In this episode we are in conversation with Pierre-Yves Rahari, the Co-founder of Reseo, who is passionate in helping industry players service investors and fund distributors. He gives us a perspective of the innate complexity of the funds industry across the UK and Europe. He reveals how it is on the cusp of change thanks to various technology solutions we have today, such as Reseo, and a shared vision of how this should work.Learn about the new collaboration with Multifonds, and how it is a strong example of the way the market is able to collaborate, as we explore a new vision of the fintech-enabled AML-KYC process value chain, and the role played by Reseo.GuestPierre Yves-Rahari, Co-founder and Director, A-Lab Solutions (Reseo)PresenterEva Keogan, ReseoProducersEva Keogan, ReseoMel Lopes, ReseoThanks for listening to the Reseo State of the Art podcast - you can find us here and on Spotify.Visit reseo.global for more information

Welcome to the new episode of the Reseo State of the Art podcast, the platform for conversations about all things innovation for the Investment Management industry. In this episode, we are talking about a real life application of innovation. This is the collaboration that Reseo is undertaking with Multifonds, one of the most prominent system providers in the Funds industry. Joining our discussion is James Abram, a Multifonds specialist with a background in business analysis within the fund administration and, more specifically the Transfer Agency space and Pierre-Yves Rahari, the Co-Founder and Director, A-Lab Solutions (Reseo). Pierre-Yves is particularly passionate in helping industry players service investors and fund distributors, and like James, also has a background in Transfer Agency. The collaboration has gone from brainstorming an initial idea, to developing a prototype into an integrated solution, with both parties working together to explore ways in which they can find benefits for the players in the funds industry and deliver value.Reseo and Multifonds have looked at two aspects of a difficult but often overlooked issue in the industry when opening an account in an investment fund; on one side the account opening process, and on the other the AML-KYC verification process.Thanks for listening.Guests James Abram, Principal Presales Consultant, Multifonds Pierre Yves-Rahari, Co-Founder and Director, A-Lab Solutions (Reseo) Presenter Eva Keogan, ReseoProducersEva Keogan, ReseoMel Lopes, Reseo Thanks for listening to the Reseo State of the Art podcast - you can find us here and on Spotify.Visit reseo.global for more information

In the new Reseo State of the Art podcast episode, we are joined by guests and academics; Mark Cummins, Professor of FinTech and a Principal Investigator within the Financial Regulation Innovation Lab (FRIL), and Dr James Bowden, Senior Lecturer in Financial Technology, who both hail from the University of Strathclyde.The nature of our conversation is expansive; we take a look at the history of innovation in Investment Management, to see how the past is connected to the present, and what this means for the future of the industry. Starting with the creation of mutual funds in the early 1900s, we discuss the evolution of investment products, the influence of technology, the impacts of regulation, data and advanced analytics. We are also looking at behavioural finance, globalisation, and the biggest challenges to innovation in the Investment Management industry today.Listen to our podcast for a lively discussion and highly informed viewpoints.PresenterPierre Yves-Rahari, Co-Founder and Director, A-Lab Solutions GuestsMark Cummins, Professor of FinTech and a Principal Investigator within the Financial Regulation Innovation Lab (FRIL), University of StrathclydeDr James Bowden, Senior Lecturer in Financial Technology, University of StrathclydeThanks for listening to the Reseo State of the Art podcast - you can find us here and on Spotify.Visit reseo.global for more information

Join us for an insightful discussion about innovation within our industry, and beyond. Our guest is esteemed Tech Innovator, Carolina Minio-Paluello, who is in conversation with A-Lab Solutions Co-Founder and Director, Pierre Yves-Rahari.They explore what is really innovation in the Investment Management industry. Fintech entrepreneurs are biased towards technology solutions. But isn't it fair to extend the definition of innovation to the products the industry launches on the market? Or to some of the investment techniques that are developed on the trading floor? Or to any other forms of innovation? Reseo State of the Art is the start of many conversations featuring digitally savvy and visionary guests. Listen in for a unique viewpoint of these different forms of innovation in the industry.GuestCarolina Minio-Paluello, PhD, Tech Innovator PresenterPierre Yves-Rahari, Co-Founder and Director, A-Lab Solutions Production team:Eva KeoganMelanie LopesSubscribe to us, or listen in here, and find out about our exciting new London based startup which is offering the Reseo solution for fund distributors and investors for funds based in the UK, Luxembourg and Dublin from 2024. Thanks for listening to the Reseo State of the Art podcast - you can find us here and on Spotify.Visit reseo.global for more information

We are very excited to launch a new podcast called the Reseo State of the Art podcast, which is the start of many conversations about all things innovation, for the Investment Management industry and beyond, including vendors and partners.We will be getting expert opinions and intelligent insights from the digitally savvy and visionary. Today, we would like to extend a warm welcome, and invite you join us and listen to our inaugural edition where we meet with Reseo Co-Founders and Directors; Luuk Jacobs and Pierre Yves-Rahari, in conversation with Eva Keogan. They introduce the platform independent, corporate investor centric Reseo eBusiness ID that can be used for the onboarding of institutional investors and fund distributors in funds. We discover how Reseo is making it easy for all participants in the Investment Management industry to open accounts in investment funds and how it is being used in that process as a universal travel adapter, which operates ,or interoperates with everyone.Subscribe to us, or listen in here, and find out about our exciting new London based startup which is offering the Reseo solution for fund distributors and investors for funds based in the UK, Luxembourg and Dublin from 2024.Guests:Luuk Jacobs, Co-Founder and Director, ReseoPierre Yves-Rahari, Co-Founder and Director, ReseoPresenter:Eva KeoganThanks for listening to the Reseo State of the Art podcast - you can find us here and on Spotify.Visit reseo.global for more information