Financial Services Software Solutions

Empowering Financial Services to Thrive in the Age of AI

TeamForm accelerates financial services companies' path to build an adaptable, future-proofed workforce by predicting skill gaps, enabling internal mobility, driving ownership across teams and ensuring responsible AI deployment.

Learn how TeamForm helps overcome key challenges faced by Financial Services in 2025.

Efficient Workforce Redeployment
Predicting Future Skill Needs
Optimise Talents Aligned to Objectives
Centralised AI Governance
KEY CHALLENGE TODAY

AI disruption requires urgent talent realignment & redeployment

  • Skill Visibility

    TeamForm offers real-time insights into employee skills, maturity, and potential, enabling banks to quickly identify and redeploy talent to high-demand areas

  • Human-AI Team Management

    TeamForm helps manage human-AI collaboration by giving leaders full visibility into how AI tools are being used alongside human expertise, optimising both productivity and output.

  • Governance & Tracking

    TeamForm ensures responsible workforce transitions by tracking skills utilisation and mapping out career development paths for better compliance and employee transparency.

KEY CHALLENGE TODAY

Predicting which skills will become obsolete and which will be more in-demand

  • Predictive Workforce Analytics

    TeamForm provides forecasting capabilities to model workforce scenarios, predicting skill shortages and future workforce requirements based on AI trends.

  • Skill Gap Analysis

    Ask TeamForm offers immediate insights and skill gap analysis  into current and future job requirements, ensuring timely reskilling and recruitment efforts.

  • Scenario Planning

    Financial institutions can model various scenarios (e.g. automation impact) and strategise for a balanced workforce that aligns with long-term goals.

KEY CHALLENGE TODAY

Workforce misalignment to strategy wastes talent, hurts efficiency

  • Visualise Workforce Data Ecosystem

    Integrate all core data sources from spreadsheets, web pages, slide decks and tools for better informed portfolio management.  

  • Centralise Planning Processes

    Make all workforce planning decisions transparent for timely prioritisation discussions, aligning the right skills to the right priorities.

  • Resolve Contended Resources

    See where bottlenecks are to better pivot existing capabilities to reduce cost of rehire and create better informed contingency plans.

KEY CHALLENGE TODAY

AI intensifies regulatory risks without governance

  • AI Agent Registry

    TeamForm allows financial services to log and track AI agents, ensuring transparency and compliance with regulations surrounding AI usage.

  • Connect Agents with MCP

    Connect AI Agents to TeamForm through Model Context Protocol Server (MCP), to help translate questions like “Which teams have people with cloud security skills?” into the right API calls for clearer answers

  • AI Summaries & Insights

    Query your people, teams and work data using natural language to gain instant AI summaries and insights for faster and more accurate decision making.

Efficient Workforce Redeployment
Predicting Future Skill Needs
Optimise Talents Aligned to Objectives
Centralised AI Governance
key CHALLENGE TODAY

Financial institutions must reorganize their workforce as AI reshapes operations, ensuring efficient redeployment of talent to maintain knowledge continuity and minimize disruption

  • Skill Visibility Workforce

    TeamForm offers real-time insights into employee skills, maturity, and potential, enabling banks to quickly identify and redeploy talent to high-demand areas

  • Human-AI Team Management

    TeamForm helps manage human-AI collaboration by giving leaders full visibility into how AI tools are being used alongside human expertise, optimising both productivity and output.

  • Governance & Tracking

    TeamForm ensures responsible workforce transitions by tracking skills utilisation and mapping out career development paths for better compliance and employee transparency.

key CHALLENGE TODAY

Financial institutions must reorganize their workforce as AI reshapes operations, ensuring efficient redeployment of talent to maintain knowledge continuity and minimize disruption

  • Skill Visibility Predict

    TeamForm offers real-time insights into employee skills, maturity, and potential, enabling banks to quickly identify and redeploy talent to high-demand areas

  • Human-AI Team Management

    TeamForm helps manage human-AI collaboration by giving leaders full visibility into how AI tools are being used alongside human expertise, optimising both productivity and output.

  • Governance & Tracking

    TeamForm ensures responsible workforce transitions by tracking skills utilisation and mapping out career development paths for better compliance and employee transparency.

key CHALLENGE TODAY

Financial institutions must reorganize their workforce as AI reshapes operations, ensuring efficient redeployment of talent to maintain knowledge continuity and minimize disruption

  • Skill Visibility Optimise

    TeamForm offers real-time insights into employee skills, maturity, and potential, enabling banks to quickly identify and redeploy talent to high-demand areas

  • Human-AI Team Management

    TeamForm helps manage human-AI collaboration by giving leaders full visibility into how AI tools are being used alongside human expertise, optimising both productivity and output.

  • Governance & Tracking

    TeamForm ensures responsible workforce transitions by tracking skills utilisation and mapping out career development paths for better compliance and employee transparency.

key CHALLENGE TODAY

Financial institutions must reorganize their workforce as AI reshapes operations, ensuring efficient redeployment of talent to maintain knowledge continuity and minimize disruption

  • Skill Visibility centralised

    TeamForm offers real-time insights into employee skills, maturity, and potential, enabling banks to quickly identify and redeploy talent to high-demand areas

  • Human-AI Team Management

    TeamForm helps manage human-AI collaboration by giving leaders full visibility into how AI tools are being used alongside human expertise, optimising both productivity and output.

  • Governance & Tracking

    TeamForm ensures responsible workforce transitions by tracking skills utilisation and mapping out career development paths for better compliance and employee transparency.

Efficient Workforce Redeployment
key CHALLENGE TODAY

Financial institutions must reorganize their workforce as AI reshapes operations, ensuring efficient redeployment of talent to maintain knowledge continuity and minimize disruption

  • Skill Visibility Workforce

    TeamForm offers real-time insights into employee skills, maturity, and potential, enabling banks to quickly identify and redeploy talent to high-demand areas

  • Human-AI Team Management

    TeamForm helps manage human-AI collaboration by giving leaders full visibility into how AI tools are being used alongside human expertise, optimising both productivity and output.

  • Governance & Tracking

    TeamForm ensures responsible workforce transitions by tracking skills utilisation and mapping out career development paths for better compliance and employee transparency.

Predicting Future Skill Needs
key CHALLENGE TODAY

Financial institutions must reorganize their workforce as AI reshapes operations, ensuring efficient redeployment of talent to maintain knowledge continuity and minimize disruption

  • Skill Visibility Workforce

    TeamForm offers real-time insights into employee skills, maturity, and potential, enabling banks to quickly identify and redeploy talent to high-demand areas

  • Human-AI Team Management

    TeamForm helps manage human-AI collaboration by giving leaders full visibility into how AI tools are being used alongside human expertise, optimising both productivity and output.

  • Governance & Tracking

    TeamForm ensures responsible workforce transitions by tracking skills utilisation and mapping out career development paths for better compliance and employee transparency.

Optimise Talents Aligned to Objectives
key CHALLENGE TODAY

Financial institutions must reorganize their workforce as AI reshapes operations, ensuring efficient redeployment of talent to maintain knowledge continuity and minimize disruption

  • Skill Visibility Workforce

    TeamForm offers real-time insights into employee skills, maturity, and potential, enabling banks to quickly identify and redeploy talent to high-demand areas

  • Human-AI Team Management

    TeamForm helps manage human-AI collaboration by giving leaders full visibility into how AI tools are being used alongside human expertise, optimising both productivity and output.

  • Governance & Tracking

    TeamForm ensures responsible workforce transitions by tracking skills utilisation and mapping out career development paths for better compliance and employee transparency.

Centralised AI Governance
key CHALLENGE TODAY

Financial institutions must reorganize their workforce as AI reshapes operations, ensuring efficient redeployment of talent to maintain knowledge continuity and minimize disruption

  • Skill Visibility Workforce

    TeamForm offers real-time insights into employee skills, maturity, and potential, enabling banks to quickly identify and redeploy talent to high-demand areas

  • Human-AI Team Management

    TeamForm helps manage human-AI collaboration by giving leaders full visibility into how AI tools are being used alongside human expertise, optimising both productivity and output.

  • Governance & Tracking

    TeamForm ensures responsible workforce transitions by tracking skills utilisation and mapping out career development paths for better compliance and employee transparency.

“TeamForm provides us a transparent system. Anyone in the organisation can view it. Anyone in the organisation can see the structure, anyone in the organisation can see if there’s something wrong with it and and help improve it”

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Let's connect to discuss how TeamForm can help you maximise flow of value across your human-AI organisation with an accurate and connected workforce data ecosystem.

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