Insight Search Search Submit Sort by: Relevance Date Search Sort by RelevanceDate Order AscDesc Whitepaper April 7, 2020 Credit Pulse - April 2020 A financial institution’s ability to maintain profitability through times of economic certainty or uncertainty is undoubtedly impacted by its careful management of the credit portfolio. Protiviti’s Credit Pulse is intended to provide a summary and analysis of economic indicators impacting financial institutions and the strength of their credit portfolio while providing industry-leading insights… Client Story March 21, 2023 Florida-Based Bank Optimises Customer Relationship Value Through Innovative Data Approach This Florida-based organisation has grown from a small community back to one of the state’s largest financial institutions. Over time, the bank built its reputation by maintaining the personalised service of a community bank while investing in the talent, technology and financial products customers expect from a large bank – from facilitating inbound investments and empowering small businesses to… Whitepaper June 27, 2023 What Role Should Compliance Play in ESG? By Bernadine Reese and Jackie SanzRegulators and many other stakeholders are intently focused on how financial institutions address environmental, social and governance (ESG) matters. Within financial institutions, boards of directors, executive management and much of the C-suite are weighing in on the ESG strategy and approach. Chief compliance officers (CCOs), though, have been remarkedly… Whitepaper March 23, 2021 CFO EXCHANGE EXECUTIVE SUMMARY (MARCH 12) Chief financial officers (CFOs) of high-growth technology industry companies meet virtually in a small-group setting using Chatham House rules to exchange learnings and discuss business challenges and industry trends. Participants of this exclusive CFO peer group create the agenda through a series of pre-interviews. Protiviti is proud to support and host members of this community. The… Whitepaper October 24, 2024 Reframing Regulatory Change: Adapting to Win Regulations continue to expand in number and scope, driven by a variety of sources. As a result, the industry must deal with regulatory change on an ongoing basis. Some companies take an ‘adapting to win’ approach, which benefits not just how they manage regulations (and regulators) but their systems, controls and processes. Podcast August 30, 2021 Podcast - Future of Transaction Monitoring: Chasing The Holy Grail The current and future state of suspicious activity monitoring and reporting is being transformed by technology and the use of data, analytics and robotics. In this episode, Mark Highton – Managing Director leading Protiviti’s Financial Crimes Consulting practice, interviews Vishal Ranjane - Head of Global AML Strategies, Solutions and Transformation at TD Bank, and Seth Twery - VP 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. Flash Report July 26, 2023 PCAOB Issues Staff Update and Preview of 2022 Inspection Observations Discover PCAOB's 2022 Inspection Observations & tech-auditing trends. Crucial insights for SEC registrants & audit committees. Read the full report here. Survey November 21, 2023 2023 Technology, Media and Telecommunications Finance Trends "The more things change, the more they remain the same" aptly describes the current dynamic for finance leaders across the technology, media and telecommunications (TMT) industry group. Inflation, supply chain challenges, consumer demand for sustainable and inclusive practices and reporting, new technologies, cyberthreats and labor shortages are pushing TMT finance leaders beyond their… Client Story December 14, 2023 Solving Legacy Accounting Challenges With Automation and Process Improvements Protiviti partnered with clients to implement best-of-breed digital solutions to automate financial close processes, along with process improvements and data governance and controls solutions to resolve the issues. Change management to support accounting teams in adopting the new processes was also a key deliverable. Load More
