Insight Search Search Submit Sort by: Relevance Date Search Sort by Relevance Date Order Asc Desc Client Story July 19, 2023 Finance Transformation Sets Course for Future Success A U.S.-based global skincare company was unable to provide timely financial reporting and performance analytics to its key stakeholders and private equity sponsor. Protiviti partnered with the company’s CFO, VP of Finance, Controller, and key stakeholders to assess and redesign the book close, reporting, and forecasting processes. Client Story June 13, 2023 Having it all: Technology transformation in the luxury marina market This company is the world’s largest owner and operator of marinas, with more than 100 locations in its portfolio. The company’s business model is laser focused on growth through acquisition while enhancing the member experience in this high-end market. To support the business model, the company embarked on a technology transformation journey to develop its own marina management system that allows… Client Story July 12, 2018 U.S retailer launches global supply chain capability in record time Even under normal conditions, creating a global supply chain capability from scratch is a complex and grueling endeavor. When a large U.S. retailer made a strategic decision to develop this ability — which included securing new overseas suppliers for tens of thousands of products, satisfying all customs requirements and creating a nationwide distribution capability — in less than six months, the… Client Story January 6, 2026 Universal Parks & Resorts Transforms Its Supply Chain Team’s People Readiness Universal Parks & Resorts (UPR) welcomes guests around the world to experience epic stories and exhilarating adventures in astonishing and immersive new ways. UPR had undergone significant change and restructuring in the five years prior to Protiviti’s involvement and as a result, supply chain team members were unclear about their roles and responsibilities. In addition, UPR was looking to… Whitepaper December 1, 2025 Compliance Priorities for 2026: The Most Unpredictable Year Yet With nearly seven decades of combined experience in financial services compliance, we have witnessed both aggressive and accommodative regulatory cycles—and the transitions between them. Podcast September 28, 2022 Podcast | Sustainable Finance With the dominance of ESG as a key agenda item in the boardroom and C-suite, it’s no surprise that one especially noteworthy topic is sustainable finance – ensuring that investments in products and services are aligned with ESG and sustainability standards. This certainly is a key area of focus in financial services.In this podcast, Protiviti’s Paul Middleton interviews Ana Carolina Oliveira,… Podcast Transcript September 28, 2022 Transcript | Sustainable Finance With the dominance of ESG as a key agenda item in the boardroom and C-suite, it’s no surprise that one especially noteworthy topic is sustainable finance – ensuring that investments in products and services are aligned with ESG and sustainability standards. This certainly is a key area of focus in financial services.In this podcast, Protiviti’s Paul Middleton interviews Ana Carolina Oliveira,… Video December 15, 2025 Video | From Declines to Approvals: How Kipp Is Transforming Payment Outcomes In the second episode of Protiviti’s Fintech Innovation Series, part of our Modern CIO Dilemma campaign, Melissa Desjardins, a director within Protiviti’s Technology Consulting solution, sits down with Chanan Lavi, founder of Kipp, to explore the next wave of innovation in the payments ecosystem. Their conversation delves into the challenges of payment declines, the importance of collaboration… Whitepaper September 22, 2023 Advanced analytics in sanctions compliance The adoption of advanced analytical tools and emerging technologies such as AI and ML has continued to gain enterprise adoption across compliance solutions within the financial services industry. Blogs April 4, 2023 Modernising applications: The importance of reducing technical debt Technical debt is no longer just a “technical” problem. As recent, widely publicised events have shown, it is a business problem that can have serious consequences for organisations. The government and Congress are taking notice of unfair consumer experiences, and it is crucial for businesses to address their technical debt and minimise the risk of negative press, government fines and damaged… Load More