for Financial Services

审计就绪的金融团队, 覆盖每一家网点与每一个交易室

Forge for Financial Services 将您的 KYC 流程、AML playbook、MiFID II 规则、适当性框架与信贷政策转化为全天候教练,嵌入您团队已使用的工具中。

查看详情

金融难题

监管范围年年扩大,培训预算年年不变。

LCB-FT、KYC、MiFID II、SFDR、适当性、DORA、ESG 报告、网络安全, 每年新增监管,却年年相同的必修模块。Forge 在完成率与真实就绪之间闭环,网点接网点、交易室接交易室。

Forge 让您制胜的方式

为受监管金融而生。

框架精通

LCB-FT、KYC、MiFID II、SFDR、EMIR、DORA、IFRS、巴塞尔、适当性。Forge 讲的是监管语言,而非通用合规。

基于"您的"政策训练

内部 KYC 流程、制裁名单、信贷备忘录模板、适当性问卷。每位教练对应您的运营实情。

审计就绪轨迹

每一次辅导都被记录、可归因、可审计。监管方到来时,记录已在手。

格式

教练选择最贴合的格式。

Sometimes the moment calls for a 90-second flashcard. And sometimes for a role play before a difficult conversation. The coach reads the moment and pushes the right format or the user asks for the one they need. 15+ activity types today, including these:

Film it, the coach checks it. Film a kitchen, a shelf or a workstation. The coach checks it against your standards and says what to fix.

  1. Video check: Here’s the kitchen before service. Is everything up to health and safety standards? Two points to fix before service. The rest matches your HACCP plan. Cloths are left on the worktable. Replace them with clean ones. The cooking plates have burnt-on residue. Clean them before service. Hood clean, floor clear, trays stored on the rack.

准备好与 Forge 一起 迈向绩效新高度了吗?