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CASS - Past, Present & Future

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CASS - Past, Present & Future

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In this episode of the CISI podcast Operations Unpacked, hosts Victoria Sena and Colin Anderson sit down with Gail Thomson and Shaig Mougal to explore the past, present and future of CASS. Together, they unpack how the Client Assets Sourcebook has evolved, what firms need to know about today’s regulatory expectations, and where CASS is heading next. From lessons learned and common challenges to emerging trends and practical insights, this conversation offers a timely and accessible deep dive for anyone involved in safeguarding client assets.

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