Frameworks / Finance & Risk
Finance & Risk assessment frameworks
From FP&A maturity to FCA readiness — assess finance, risk and regulatory posture against the frameworks regulators and boards actually use.
UK regulatory coverage: 4 of these 7 frameworks are UK-specific — built for firms advising regulated UK clients.
7 frameworks
Finance & Risk frameworks you can run
Each runs an evidence-based maturity or readiness assessment, scored on the standard's own scale.
Finance Function & FP&A Maturity
Score the finance function and FP&A across planning, reporting and partnering.
ModelEnterprise Risk Management (COSO ERM)
Assess enterprise risk management against the COSO ERM framework.
StandardOperational Resilience (EU DORA)
Gauge digital operational resilience readiness against EU DORA.
RegulationFCA Operational Resilience (PS21/3)
Map important business services and impact tolerances to FCA PS21/3.
UKFCA Consumer Duty
Assess Consumer Duty outcomes — products, price and value, understanding and support.
UKSenior Managers & Certification Regime (SM&CR)
Check SM&CR readiness across responsibilities, certification and conduct rules.
UKUK Corporate Governance Code (FRC)
Evidence compliance with the FRC UK Corporate Governance Code.
UKHow it works
From the client's documents to a board-ready deck.
1 · Evidence in
Upload the client's documents — policies, reports, data. An AI interviewer asks targeted follow-ups to fill anything missing.
2 · Scored on the standard
Every dimension is scored on the framework's own scale, with each score traceable to the evidence behind it — gaps ranked by severity.
3 · Board-ready out
A board-ready slide deck and HTML report are generated automatically — executive summary, maturity landscape and a sequenced plan.
Evidence-grounded, not opinion
Defensible Finance & Risk scores.
Every score links back to the evidence it rests on, so the diagnosis holds up in the steering committee. See how evidence is collected and assessments are scored.
- Scored against the standard's own bands — not a generic rubric
- Gaps ranked by severity, ready to become the plan
- Auto-generated slide deck and HTML report for the board
More practices
Explore other assessment practices
Cybersecurity · Data & AI · Technology · Operations · Growth · Strategy & Transformation · Sustainability · Human Capital
Run an assessment on real data.
We'll set up a framework live and score it from your client's own documents.