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Scaling in...Financial Services

Scaling in...Financial Services

18 November 2026
14:00 - 17:00 GMT
Leeds
Panel discussionFinancial Services TechnologyFree
Scaling in...Financial Services

About this event

Scaling in... is a event series designed to help techUK SME members explore new industries and markets. Each session focuses on a specific sector, providing insights into opportunities, challenges, and practical steps for successfully selling into that market.


The UK’s financial services industry is one of the most competitive and internationally connected in the world, anchored by London as a leading global financial centre and supported by thriving regional hubs in cities like Edinburgh, Manchester, and Leeds. The sector makes a major contribution to the UK economy, generating around £280 billion in economic output (12–13% of GVA), employing nearly 2.5 million people across the country, and delivering a significant trade surplus that underpins the UK’s global economic influence.

The financial services sector offers a major growth opportunity for UK tech firms as one of the country’s largest and most innovation-driven industries, with significant budgets dedicated to digital transformation. Banks, insurers, and asset managers are seeking new technologies to modernise legacy systems, improve customer experience, strengthen security, and meet regulatory requirements—areas where UK tech excels. With London as a global financial centre and a thriving fintech ecosystem supported by progressive regulators, the sector provides a springboard for UK firms to scale, build credibility, and access international markets.

Join us for this in-person event to gain the insights, connections, and strategies you need to successfully engage with banks, insurers, asset managers, and other financial institutions.

This interactive session will explore:

  • How the financial services sector is evolving and where technology is driving transformation.

  • The key challenges financial services firms face—and how tech solutions can address them.

  • Practical advice on navigating procurement, compliance, and partnership models.

  • Opportunities for SMEs and scaling tech companies to position themselves as trusted partners.

Whether you’re already working with financial services firms or looking to enter the market, this event will help you understand the sector’s needs and connect with the right opportunities to grow.

This event will take place at: Nexus, University of Leeds, Discovery Way, Woodhouse, Leeds LS2 3AA.

Agenda

  • 14.00 - 14.15

    Arrival, registration and refreshments (informal networking)

  • 14:15 – 14:25

    Welcome and opening remarks

    • Ed Bevan, Head of SME Engagement, techUK
    • Barry Singleton, Nexus Engagement Manager, Nexus
  • 14:25 – 14:40

    Keynote

  • 14:40 – 15:25

    Panel discussion

    Chair: Liz Whitefield, Executive Director, Hippo Digital UK

    • Simon Morley, Director, Financial Markets Infrastructure and Head of Leeds, at the Bank of England
    • Sarah Faulkner, Head of z Mainframe, Lloyds Banking Group
    • Laura Stansfield, Head of AI, Aldermore
  • 15:25 – 15:40

    Q & A

  • 15:40 – 15:55

    Nexus presentation

    • Professor Iain Clacher, Professor of pensions & Finance, Pro Dean for International at LUBS and head of the University's Centre for Financial Technology and Innovation
    • Callum Whittaker, Inclusive Economy Lead, West Yorkshire Conduct Authority
  • 15:55 – 16:00

    Closing remarks and next steps

  • 16:00 – 17:00

    Networking reception with refreshment

Speakers

Laura Stansfield

Laura Stansfield

Head of AI

Aldermore

Professor Rebecca Fitzgerald

Professor Rebecca Fitzgerald

Head of Data & AI

Yorkshire Building Society

Simon Morley

Simon Morley

Director, Financial Markets Infrastructure and Head of Leeds, at the Bank of England

Ed Bevan

Ed Bevan

Head of SME Engagement

techUK

Event contacts

Ed Bevan

Ed Bevan

Head of SME Engagement

Lourdes De Miguel

Lourdes De Miguel

Junior Programme Manager - Financial Services & SME Engagement