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 & Accurate Workforce Costing
Predicting Financial Services Skill Needs
Aligning Talents to Objectives
Empowering Financial Institutions with Centralised AI Governance
KEY CHALLENGE TODAY

AI disruption requires urgent talent realignment & redeployment

  • Skill Visibility

    Gain real-time visibility into workforce capabilities across business units — from risk to retail — enabling financial institutions to redeploy skills to emerging AI-driven demand areas such as fraud detection, customer analytics, and compliance automation.

  • 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.

  • Workforce Costing & Optimisation

    TeamForm links skills, teams, and utilisation data to financial metrics, giving clear visibility into workforce spend. Leaders can identify cost inefficiencies, redeploy talent strategically, and align workforce investment with business priorities.

KEY CHALLENGE TODAY

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

  • Predictive Workforce Analytics

    TeamForm provides AI-driven forecasting to model future workforce demand across critical financial functions — from risk and compliance to digital lending and claims automation. This enables banks and insurers to anticipate talent shortages, model regulatory impact scenarios, and plan reskilling investments with precision.

  • 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. With TeamForm, leaders can simulate cost and productivity, ensuring that talent strategies stay aligned with regulatory and financial objectives.

KEY CHALLENGE TODAY

Disconnected workforce planning drives cost leakage and execution risk

  • Visualise Workforce Data Ecosystem

    Integrate data across HR, finance, and risk systems to create a single source of truth for workforce investment. Enable financial institutions to visualise talent allocation against strategic and regulatory priorities, improving cost transparency and workforce agility.

  • Centralise Planning Processes

    Centralise workforce planning across business lines to connect people decisions to cost, compliance, and customer outcomes. Improve governance by ensuring clear accountability for investments and aligning capacity with strategic growth initiatives.

  • 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 without governance creates regulatory exposure

  • 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

    Use natural language to securely query workforce, project, and compliance data — generating governed AI insights that are traceable, explainable, and audit-ready. Empower leaders with real-time summaries of workforce utilisation, model usage, and operational risk exposure for faster, compliant 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 & Accurate Workforce Costing
key CHALLENGE TODAY

AI disruption requires urgent talent realignment & redeployment

  • Skill Visibility

    Gain real-time visibility into workforce capabilities across business units — from risk to retail — enabling financial institutions to redeploy skills to emerging AI-driven demand areas such as fraud detection, customer analytics, and compliance automation.

  • 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.

  • Workforce Costing & Optimisation

    TeamForm links skills, teams, and utilisation data to financial metrics, giving clear visibility into workforce spend. Leaders can identify cost inefficiencies, redeploy talent strategically, and align workforce investment with business priorities.

Predicting Financial Services Skill Needs
key CHALLENGE TODAY

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

  • Predictive Workforce Analytics

    TeamForm provides AI-driven forecasting to model future workforce demand across critical financial functions — from risk and compliance to digital lending and claims automation. This enables banks and insurers to anticipate talent shortages, model regulatory impact scenarios, and plan reskilling investments with precision.

  • 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. With TeamForm, leaders can simulate cost and productivity, ensuring that talent strategies stay aligned with regulatory and financial objectives.

Aligning Financial Services Talent  to Strategic Objectives
key CHALLENGE TODAY

Disconnected workforce planning drives cost leakage and execution risk

  • Visualise Workforce Data Ecosystem

    Integrate data across HR, finance, and risk systems to create a single source of truth for workforce investment. Enable financial institutions to visualise talent allocation against strategic and regulatory priorities, improving cost transparency and workforce agility.

  • Centralise Planning Processes

    Centralise workforce planning across business lines to connect people decisions to cost, compliance, and customer outcomes. Improve governance by ensuring clear accountability for investments and aligning capacity with strategic growth initiatives.

  • Resolve Contended Resources

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

Empowering Financial institutions with Centralised AI Governance
key CHALLENGE TODAY

AI without governance creates regulatory exposure

  • 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

    Use natural language to securely query workforce, project, and compliance data — generating governed AI insights that are traceable, explainable, and audit-ready. Empower leaders with real-time summaries of workforce utilisation, model usage, and operational risk exposure for faster, compliant decision-making.

“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”

Product Owner
Major Bank
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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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