Forge is live at Learning Technologies London, meet us at Booth H30 + keynote Thu 30 April at 11am, Theater 9. Book a demo →

For Financial Services

Audit-ready teams, in every branch and every dealroom

Forge for Financial Services trains your teams on your KYC procedures, AML playbooks, MiFID II rules, suitability framework and credit policies. Coaching shows up in the apps your teams already use, with a full audit trail.

The finance problem

More regulations every year. Same training budget.

LCB-FT, KYC, MiFID II, SFDR, suitability, DORA, ESG reporting, cyber. Every year a new regulation, every year the same mandatory modules. Forge closes the gap between certification and real readiness, branch by branch, dealroom by dealroom.

How Forge makes you win

Built for regulated finance.

Framework-native. LCB-FT

KYC, MiFID II, SFDR, EMIR, DORA, IFRS, Basel, suitability. Forge speaks your regulations, not generic compliance.

Trained on your policies. Your internal KYC process

your sanction lists, your credit memo template, your suitability questionnaire. Every coach reflects how your business actually runs.

Audit-ready trail. Every coaching moment logged

attributable, auditable. When the regulator asks, the documentation is already there.

Format

The coach picks the format that fits.

Sometimes the moment calls for a 90-second flashcard. Sometimes a role play before the difficult conversation. Sometimes a podcast on the commute. The coach reads the moment and pushes the format that lands, or the learner asks for the one they need. 15+ activity types today, more shipping every quarter.

Drill cards

Spaced-repetition cards on the policy, the playbook, the product. Built for retention.

flashcards · scratchcards · match-pairs

Quick reference

Pre-flight checks and FAQs for the call, the audit, the launch. The list adapts to the role and the moment.

checklist · FAQ

Quiz

Drop-in assessments tied to the modules. Proof of knowledge, not proof of attendance.

quiz

Podcast

Lecture, interview or Q&A audio formats, listen on the commute, between sites, or before the 1:1.

lecture · interview · Q&A

Slides & video

Slide decks, manga-style animated explainers, AI avatar videos, ready to present at the QBR, ready to broadcast across the org.

slides · animated video · AI avatar

Live practice

Tutor, assessor or role play, practise the difficult conversation, the live demo, the regulator interview before the real one.

tutor · assessor · role play

Ready to hit new levels of performance with Forge?