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  • Video

    August 12, 2025
    Video | Why Leaders Miss the Mark on Buy-In, and How to Fix It
    In the fast-moving world of financial services, transformation isn’t just about technology or process — it’s about people. In this video from The Modern CIO Dilemma , Protiviti Managing Director Michael Bertan  explores the critical signals that reveal whether change initiatives are truly taking hold, and why even the most well-intentioned leaders can miss the mark on organisational buy-in.

  • Podcast

    March 21, 2025
    Data security and privacy management with Carol Lee, VP of ISACA China, Hong Kong
    In this VISION by Protiviti Interview, Michael Pang, APAC lead of Protiviti’s technology consulting practice, sits down with Carol Lee to discuss data security and privacy management and her experience leading enterprisewide security programs to support cloud and digital transformation strategy. Lee is Vice President of ISACA's China Hong Kong Chapter as well as the Deputy GM, Cybersecurity and…

  • Whitepaper

    March 13, 2024
    An Open Letter to CEOs and Board Members: In Support of the Compliance Function
    We’ve all heard it said: “Tone at the top” is critical to the success of a compliance function, and financial institution regulators expect CEOs and boards of directors to foster a “culture of compliance” in the institutions they oversee. We’d expect most CEOs and boards, when questioned, to say this is their goal. But what happens when the CEO and the board — intentionally or unintentionally —…

  • Blogs

    June 17, 2024
    Don’t trawl for customers; consolidate your digital toolset and they will come to you
    With the retirement of third-party data on the horizon, marketers need to adjust and strategise on the data and tools available to them to find their customers. In the new first-party data world, what the customer directly gives you is what you already know, giving them more control. Customers have embraced that control and seek transparent ways of sharing information, when they want and when it…

  • Insights paper

    May 20, 2025
    Collaborative Security for Medical Devices – Best Practices for Device Manufacturers and Healthcare Delivery Organisations
    The proliferation of connected medical devices continues to introduce new cybersecurity risks that could impact patient safety and the security and privacy of patient data. To address these challenges, it is imperative that medical device manufacturers (MDMs) and healthcare delivery organisations (HDOs) collaborate effectively and prioritise medical device security (including design,…

  • Client Story

    November 8, 2024
    Getting Smart About Sourcing: How One Educational and Resource Institution Rebuilt Its Procurement Organisation
    Discover the transformative journey of an educational institution's procurement overhaul, where strategic sourcing was key. Optimising processes and leveraging spend, they identified $72M in savings potential.

  • Blogs

    July 5, 2024
    9 common errors to avoid while implementing security in Microsoft Dynamics 365 Finance and Operations
    Microsoft Dynamics 365 Finance and Operations (D365FO) is a comprehensive ERP solution that empowers businesses to optimise financial management and operational efficiency. With its integrated approach, powerful analytics, scalability and continuous innovation, it is a valuable asset for organisations striving to navigate today’s dynamic business landscape successfully. 

  • 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…

  • Whitepaper

    May 1, 2023
    What Do the Silicon Valley Bank and Signature Bank Failures Mean for Bank Supervision?
    On April 28, four reports were issued on the failures of Silicon Valley Bank and Signature Bank. These reports signal the next stage of what is likely to be a lengthy examination of the issues surrounding these failures and the actions that should be taken to prevent such events in the future.

  • Client Story

    March 27, 2020
    Data analytics solution helps pharmaceutical giant focus on improving clinical trials and saving lives
    For one global biopharmaceutical company, the ability to access vital data when and where it’s needed can affect more than just performance — it can impact the ability to save lives. This industry leader develops, manufactures and distributes breakthrough medical therapies to treat patients with serious and life-threatening medical conditions. The company conducts clinical trials to better…
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