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October 6, 2023

ESG Data for Financial Services in an Operational Environment - AFME and Protiviti paper

The report looks at the operational consequences from ESG regulatory reporting requirements. It sets out: how financial institutions should manage ESG data across the data lifecycle; the challenges operationally in satisfying the evolving nature of ESG regulations; and where there are opportunities for new technology to exist within this exchange despite the challenges.Click here to view the…
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June 1, 2021

Global manufacturer of technology products revamps SIOP and warehouse operations to sustain growth

The best businesses not only build markets, they also continually improve their systems and processes to support that growth. That was the case recently when a major U.S.- based manufacturer of technology products realised its success was outpacing its capabilities in two key areas: sales, inventory and operations planning (SIOP) and warehouse management.
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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 —…
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,…
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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.
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…
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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.
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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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June 30, 2023

Change management, automation and new digital tools transform finance operations for educational services company

A $1 billion educational services holding company that operates in the U.S., Australia and New Zealand needed to transform its finance operations. The organisation, which operates numerous higher-education institutions and provides a workplace educational benefits administration solution, enrolled more than 100,000 students in its universities and served 50,000 workplace learners in 2021, growing…
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September 30, 2025

From Automation to Autonomy - The Capabilities and Complexities of AI Agents | AI Pulse - Vol.3

Protiviti's AI Survey 3.0 reveals organisations are using Agentic AI to enhance decisions, improve efficiency and shape the future.

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