Insight search

Video

November 1, 2023

Video | Financial Institution Optimises Customer Relationship Value through AI and Innovative Data Approach

A financial institution needed to effectively assign its relationship managers to optimise service, balance resource workloads and maximise revenue. We helped them develop a graph data structure and algorithms in the Microsoft Azure environment to organise and analyse nested banking customer relationships.This reduced daily data processing time by nearly 96% and automated more than 90% of client…
Podcast

September 10, 2024

Podcast | Transform: Assessing CFO and finance leader perspectives and priorities for the coming year – with Chris Wright and Nick Puetz

A look at the top priorities for CFOs and finance leaders in the coming year — among them, security and privacy of data, financial and strategic planning and analysis, leadership, and enhanced data analytics — reveals a tale of transformation for CFOs whose responsibilities continue to widen.
Podcast

May 7, 2025

The State of ESG – with Rachel Lowe, Matt Toohey and Alyse Mauro Mason

In unserer neuesten Ausgabe von „Board Perspectives“ diskutieren wir die weltweite Lage im Bereich ESG. Protiviti Associate Director Alyse Mauro Mason wird dabei von Rachel Lowe von Proskauer und Matt Toohey von Modern West Advisory unterstützt.
Podcast

June 27, 2024

Podcast | Get Ready for Your IPO: Financial Reporting, Cybersecurity, Sustainability and More – with Stephen Alicanti, Kristy Balsanek, Charles Soranno and Andrea Vardaro Thomas

In this episode of Powerful Insights, we talk about all things around readiness for an initial public offering, or IPO. And spoiler alert, there is a lot to address: accounting, financial reporting, cybersecurity, and even ESG and climate reporting.
Survey

December 17, 2024

2024 Consumer Goods and Retail Finance Priorities

In this year’s survey, the finance leaders ranked financial planning and profitability analysis and reporting, strategic planning, routine reporting and closing activities, security and privacy of data, and process improvement as their top five priorities for the next 12 months.
Survey

January 22, 2026

The COO’s firefighting mandate: Extinguishing costs while igniting growth

Download Protiviti’s Top Risks Report 2026 for COOs to understand emerging risks in AI, operations, and business continuity.
Client Story

June 1, 2021

Global manufacturer of technology products revamps SIOP and warehouse operations to sustain growth

The best businesses not only build markets, they also continually improve their systems and processes to support that growth. That was the case recently when a major U.S.- based manufacturer of technology products realised its success was outpacing its capabilities in two key areas: sales, inventory and operations planning (SIOP) and warehouse management.
Survey

January 22, 2026

Increasing future readiness: Energy and utilities leaders prioritising technology modernisation

Protiviti’s Top Risks Report 2026 reveals key challenges shaping the energy utilities industry, including AI, cyber risk and supply chain resilience.
Newsletter

February 21, 2023

Talent Strategies Demand a New Normal

Talente und Kultur stehen ganz oben auf der Liste der wichtigsten Risikobedenken weltweiter Vorstandsmitglieder und Führungskräfte, sowohl für die kommenden 12 Monate als auch bis in das Jahr 2032. Dies geht aus der jüngsten Top Risks Survey von Protiviti und der ERM-Initiative der NC State University hervor.
Client Story

March 17, 2021

Financial lender and co-op owner get a fresh start with an integrated CRM solution

The impending retirements of two key executives would constitute a significant disruption for any enterprise. It’s even more disruptive when the business’s legacy customer relationship management (CRM) system was home-built by the departing CIO, and other legacy systems split customer data into separate collections. Under such circumstances, a few agile interventions might be called for. As with…

Search in Protiviti.com

Video

Podcast

Podcast

Podcast

Survey

Survey

Client Story

Survey

Newsletter

Client Story