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KNOWLEDGE TRANSFER

Practically applied knowledge by Aquest Advisory.

knowledge transfer, practically applied

Because sometimes, knowing what to do, and doing what you know are not the same. 

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Regulated firms who engage Aquest Advisory on any regulatory matter are given a bespoke service that ensures you get the Knowledge Transfer you are after, complete with the context and insights as it applies to your unique situation. 

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We will identify exactly where; your areas of weakness(es) are, the gaps to bridge, and the individuals most at risk in order to co-create a practical strategy that considers your firms regulatory history, future goals, moving variables, and ideal outcome. 

Standard with all regulatory engagements with Aquest: 

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  1. Executive summary on the respective Regulation for internal distribution. 

  2. Structured and facilitated discovery period to ensure we have complete clarity on your firm's unique situation. 

  3. 2-part collaborative workshop, typically split across 1-day, on-site to cover the findings from our Discovery period, before we structure a plan of action. 

  4. Optional 2nd day of collaborative workshops to support the build and implementation of any regulatory requirements that come out of day 1. 

  5. Rapid response access to Aquest Advisory for 4-weeks as standard. We will respond to your by phone, email or video within 6hours of receipt of inquiry to ensure you get the guidance you need to practically apply the knowledge transfer. 

  6. Bespoke services where required to assist with firms, the Central Bank of Ireland interactions and/or individual staff including; interview prep, measuring your firm against industry best practices and providing templates and tools for you to use in-house.

The impact of our work

Lingers long after we've been and gone.

"Never enough time to do it right the first time, always plenty of time to do it 100x over."

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We have worked hard to streamline, organise and refine our programmes to ensure you get exactly what you need to get the regulatory matter right

 

This way the firm benefits, the staff feel supported so retention of staff tends to improve, and your relationship with the regulator improves. 

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A clean bill of regulatory health instills confidence in the industry, within your client base, and lends well to future growth. 

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"Training is not enough for us, we want to know the regulation * and *exactly what we need to do, over what period of time to be considered as operating at best practice. We don't want to figure that out in an echo chamber either.

— Head of Compliance,

Regulated Firm

"Training is not enough for us, we want to know the regulation * and *exactly what we need to do, over what period of time to be considered as operating at best practice. We don't want to figure that out in an echo chamber either.

— Head of Compliance,

Regulated Firm

We had to push hard to get Aquest in, as head office wasn't really onboard. 

Head office attended the first workshop, then cancelled their plans for the rest of the day to stay till the end. That's probably the best testimony I could give Aquest.

— Head of Country,

Regulated Firm

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For an informal conversation about how we might be able to support your firm,

email daniellawlor@aquest.ie to schedule a 20-minute call. 

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