Results for Search Submit Filter by: Advanced Filter All results Solutions Industry People Client Story Insights/Blogs Filter Landing Page Run vs. Change: The Transformation Series Whitepaper SIFMA’s Quantum Dawn VIII After-Action Report Financial institutions are operating in an environment where severe weather, cyber threats, third-party failures, and infrastructure disruption increasingly collide – forcing leaders to make critical decisions with incomplete information, across systems they don’t fully control.That reality was tested in SIFMA’s global Quantum Dawn VIII exercise, where Protiviti worked alongside more than 1,000… Video Designing Fair Finance: The Playbook for Trust, Inclusion and AI Governance In an environment where financial services are rapidly digitising, CIOs are under increasing pressure to ensure that innovation doesn’t outpace responsibility. At Money20/20, Protiviti’s Melissa Desjardins, director, CIO solutions, financial services, sat down with Amanda Estiverne-Colas of the National Alliance for Financial Literacy and Inclusion (NAFLI) and Evan Feeney of Consumer Reports to… Video People First: Mentorship, Inclusion, and Leadership in Payments Today’s CIOs are navigating a payments landscape where technology moves fast — and people’s expectations move faster. In this Money 20/20 conversation, Protiviti’s Melissa Desjardins, director, CIO solutions, financial services, sits down with payments industry leader Genevieve Dozier to explore how mentorship and inclusion create resilient teams and better outcomes — especially as AI accelerates… Video The Modern CIO Dilemma: Trust, Transformation and Exponential Technology CIOs today face a pivotal crossroad — one defined by exponential technology, relentless transformation and the imperative to build trust at every level. In this Money20/20 conversation, Protiviti’s Dan Stummer, managing director, CIO solutions, financial services, and Andrea Deal, associate director, CIO solutions, financial services, unpack the modern CIO dilemma and offer pragmatic guidance for… Video AI and Modernisation: Workforce Evolution, Change Champions and Customer Experience AI is transforming the workforce — but the story is one of evolution, not extinction. In this Money20/20 conversation, Protiviti’s Melissa Desjardins, director, CIO solutions, financial services, and Andrea Deal, associate director, CIO solutions, financial services, reflect on the real impact of artificial intelligence (AI) and modernisation, drawing on decades of experience guiding… Partner UiPath UiPath provides AI technology that mirrors human intelligence with ever-increasing sophistication, transforming how businesses operate, innovate, and compete. The UiPath Platform™ accelerates the shift toward a new era of agentic automation—one where agents, robots, and people integrate seamlessly to achieve business outcomes and enable smarter decision-making. With a focus on security, accuracy… News Protiviti Announces Strategic Alliance with Fieldguide to Accelerate AI-Enabled Internal Audit, SOX, and Controls Transformation MENLO PARK, Calif. and SAN FRANCISCO — [March 3, 2025] — Protiviti, a global consulting firm and recognized leader in internal audit, risk management, and technology consulting, today announced a strategic alliance with Fieldguide, a leader in agentic AI for professional services. Through this collaboration, Protiviti will integrate Fieldguide’s advanced AI and workflow automation capabilities… Blog Refunds Are Not a Reprieve: Recalibrating Tariff Strategies Following the U.S. Supreme Court Ruling Surprise, the turf of the tariff playing field has shifted—again! As we wrote on these pages a year ago, Chief Financial Officers (CFOs) are positioned to operate as the organization’s voice of reason (and source of regularly updated forecasts) since President Trump unleashed an initial volley of tariffs. Following the U.S. Supreme Court’s February ruling that U.S. tariffs issued under the… Blog Refunds Are Not a Reprieve: Recalibrating Tariff Strategies Following the U.S. Supreme Court Ruling Load More