Insight Search Search Submit Sort by: Relevance Date Search Sort by Relevance Date Order Asc Desc 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… Infographic June 3, 2025 Infographic | Back to basics: Sustainability driving operational excellence and resilience for your business ESG is no longer a nice-to-have — it’s a strategic business imperative. The companies that will lead are those embedding sustainability into every aspect of their operations. It’s not just about compliance; it’s about driving long-term value, resilience and growth in an increasingly dynamic landscape.This imperative does require effort – but it’s important to remember you are not alone. All… Podcast May 7, 2025 The State of ESG – with Rachel Lowe, Matt Toohey and Alyse Mauro Mason In our latest installment of Board Perspectives, we’re discussing the state of ESG around the world. Protiviti Associate Director Alyse Mauro Mason is joined by Rachel Lowe of Proskauer and Matt Toohey of Modern West Advisory. Client Story November 4, 2024 Natural Gas Infrastructure Firm Modernises Records Management Processes for Future Growth and Compliance Modernise your natural gas records management with our cloud-based solution. Enhance compliance, improve accuracy, and prepare for AI enablement in the energy sector. Podcast January 16, 2026 Podcast | Making the Energy Transition Bankable – with Alyse Mauro Mason and Geneviève Piché In our latest edition of Board Perspectives, our conversation focuses on the challenge of guiding companies through an energy transition that requires significant capital, stronger risk governance, and early pathways to generating cash flow. As global supply chains shift and critical minerals grow more essential, directors must keep competitiveness front and center in an increasingly… Client Story March 31, 2021 Water company completes successful digital and financial transformation, positions itself for further growth Effecting transformational change on a global scale is challenging for any organisation, in any environment. It is an even tougher hill to climb during a global pandemic. Yet, this didn’t stop one organisation, a worldwide leader in providing cleaner, softer water through innovative, sustainable solutions, from successfully pursuing a major global finance and IT transformation in 2020. Client Story November 24, 2021 Global bank puts customer experience front and center as its engine for growth In the fiercely competitive credit card industry, banks struggle to grow their brands by differentiating their cards from all the others. Many try to do this through low rates, giveaways and various partnerships. However, the most visionary among banks understand that customer experience (CX) is at the center of success and is the engine to grow their brand.A large global bank — a Protiviti… Client Story October 18, 2021 Managed care company doubles down on automation, unlocking exponential value and transformation potential Organisations in the managed healthcare sector contend with ongoing claims payment challenges, among many others. Fragmented systems, manual claim auditing, payment errors and tedious reporting drain countless employee hours, and relentless regulatory demands bring pressures daily. As a result, managed care companies are understandably thirsty for ways to relieve the claims audit burden, even as… Podcast March 13, 2025 Podcast | Unlocking AI Potential: Navigating Boardroom Blind Spots with Constantine Boyadjiev and Todd Pleune In this episode, Protiviti Managing Directors Constantine Boyadjiev and Todd Pleune delve into the various use cases of AI and its future possibilities. They discuss strategies for leaders to cultivate a culture of curiosity that encourages teams to embrace AI effectively. Tune in to discover high-level machine learning opportunities and large language models that can enhance your daily business… Insights paper November 28, 2023 EBA Guidelines for AML/CFT Compliance Officers Set Tone for Risk Culture and Governance An analysis of the European Banking Authority’s (EBA) guidelines on policies and procedures in relation to compliance management, and the role and responsibilities of the anti-money laundering and countering the financing of terrorism (AML/CFT) compliance officer.Two of the most important topics in today’s discussions involving enterprise risk management (ERM) are risk culture and risk governance… Load More
