Insight Search Search Submit Sort by: Relevance Date Search Sort by Relevance Date Order Asc Desc Insights paper March 12, 2026 Due diligence reimagined: AI’s impact on valuations Artificial intelligence is fundamentally reshaping how companies innovate, operate and compete. For a private equity firm assessing the value of a portfolio company or any enterprise, due diligence must include — and even hinges on — the prospect’s AI maturity and capabilities, including potential disruption to existing business models. Newsletter July 10, 2024 Maximising CX: The Game You Must Win How a business engages its customers at every point of their buying journey is critical to connecting the organisation’s brand promise to, and delivering on, an exceptional customer experience. Does the board understand what the organisation does to differentiate itself with its customers? If not, it should.Performance management is on the radar of every board. Customer satisfaction and loyalty… Client Story April 9, 2021 Global Chocolatier Adopts Privacy Technology to Prevent Data Exposure Data privacy has become a strategic priority as companies adapt to comply with rapidly proliferating data privacy laws. Recent years have seen the adoption of the European Union’s General Data Protection Regulation (GDPR), the more recent California Consumer Protection Act (CCPA), and similar regulations. These safeguards require companies to document the types of protected personal data used in… Blogs August 22, 2025 Build Greater Resiliency Through Integrated Business Planning IBP programs often originate with financial planning and analysis (FP&A) leaders, who are called on to inform leadership with forecasts and business insights. In Protiviti’s most recent CFO survey, FP&A, profitability, reporting and analysis, strategic planning, enhanced data analytics and process improvement were identified as top areas where CFOs are seeking to improve capabilities. All… Client Story August 7, 2025 A client’s FP&A transformation: The shift from BPC to SAP analytics cloud planning At this year’s 2025 SAPinsider conference, we talked with organisations who are leveraging SAP Analytics Cloud Planning (SACP) to transform their financial planning and analysis (FP&A) processes. We were honored to present one client story that details the success companies are realising using SACP to migrate from legacy platforms like SAP’s Business Planning and Consolidation (BPC). Podcast September 4, 2023 The future of insurance asset protection in the metaverse What will insurance look like in the metaverse future? To help sort it all, the VISION by Protiviti podcast welcomes a panel of Protiviti insurance experts, including managing directors Shawn Seasongood and Tom Luick, as well as director Jackie Simmons. Alex Weishaupl, a managing director with Protiviti Digital practice, leads this important discussion. Survey January 3, 2023 ESG: A continental rift? Key findings from an Oxford-Protiviti Survey, Executive Outlook on the Future of ESG, 2032 and Beyond:Oxford-Protiviti executive survey with a 10-year outlook finds North American leaders less worried about environmental risk and ESG regulation, and less open to change.Executives in Europe and Asia-Pacific (APAC) perceive the stakes as higher and expect more change externally and within their… Newsletter April 1, 2026 Private Equity Insights Q1 2026 This issue of Private Equity Insights examines where growth is accelerating and why operational modernisation is critical to portfolio performance. We also explore how AI is reshaping diligence and why agile budgeting is essential to keep up with rapidly changing business needs. Podcast April 20, 2023 Risky Women Podcast | Regulator Series: Grovetta Gardineer from OCC Maryann Kennedy speaks with the Senior Deputy Comptroller for Bank Supervision Policy at the Office of the Comptroller of the Currency, Grovetta Gardineer, about the regulatory priorities in current economic environment.Grovetta Gardineer is the Senior Deputy Comptroller for Bank Supervision Policy at the Office of the Comptroller of the Currency (OCC). In this role, Ms. Gardineer directs the… Blogs September 27, 2023 Accelerating digital banking transformation with cloud technology By 2025, core banking workload deployment on cloud is expected to be 14% of total IT spend.Banks are grappling with outdated applications; data is siloed and trapped within legacy systems and not accessible for customer insights and tailored experiences and services.Regulatory changes in Australia, the UK and U.S., in GDPR and APRA standards for data privacy and operational resiliency, are also… Load More