Insight Search Search Submit Sort by: Relevance Date Search Sort by Relevance Date Order Asc Desc Insights paper May 7, 2026 The Model Has Changed — How Banking Organisations Should Respond Explore model risk management regulatory guidance from the 2026 update, emphasizing principles-based oversight for evolving banking organizations. Client Story March 30, 2022 Journey to the Microsoft Cloud: Global financial services institution modernizes and protects data assets with Microsoft 365 Faced with the technical, compliance and data security challenges of launching Microsoft 365 across their global enterprise, a large financial services and investment institution needed to successfully deploy Microsoft 365 to its 30,000 employees while ensuring governance, compliance and data security. Because of the size and complexity of their firm, the financial institution had concerns with… Client Story February 23, 2022 A strategic co-sourcing partnership: Healthcare system chooses Protiviti as its trusted adviser in internal audit and compliance Healthcare organisations are under growing pressure to meet compliance obligations, maintain profit margins, optimise the revenue cycle functions and reduce risk. Most risks in the healthcare industry are exacerbated by provider organisations performing a variety of services and having decentralised operations across multiple states — risks audit and compliance functions must address. Some… Whitepaper July 14, 2025 Navigating the Financial Services Industry’s Compliance Priorities in 2025: Mid-Year Checkpoint When we published our 2025 compliance priorities for financial services companies last December, we acknowledged that for a variety of reasons, understanding and managing compliance risks this year would be a true test of the industry’s commitment and acumen. Among factors adding to the challenge this year, we noted the rapid pace of technological advancement, geopolitical tensions, and diverging… Client Story July 16, 2025 Leading Financial Services Company Delivers Enterprise-Grade Transformation with Microsoft Data protection is a vital cornerstone for a successful enterprise adoption of generative AI, ensuring secure and effective integration of advanced technologies. This global financial services leader, serving millions of customers worldwide, recognised early in its technology modernisation journey that robust data security is essential for seamlessly incorporating AI into its core processes,… Client Story May 20, 2024 Assessing digital maturity across government transportation organisation in the Middle East The National Strategy for Digital Transformation of the Kingdom of Saudi Arabia aims to focus on accelerating digital transformation and improve the quality of digital services through three five-year action plans. The third action plan for the years 2020-2024 seeks to realise a smart government and develop a digital capable ecosystem with focus on cost optimisation and value maximisation, reduce… Insights paper June 18, 2024 IFRS 19 - Subsidiaries with Public Accountability: Disclosures Explore Protiviti's IFRS 19 insights for streamlined financial reporting and compliance. Survey April 17, 2025 Financial services risk insights Consistent with past surveys, the results of the financial services industry (FSI) reflect a higher level of concern about the risk environment than the general population of survey respondents. What is noteworthy this year is that the deviation between the risk ratings of the general population and FSI is significantly higher than in the past. Newsletter November 29, 2023 Setting the 2024 Audit Committee Agenda Compared to prior years, our suggested 2024 audit committee agenda has taken a bit of a turn due to ongoing and recent market and regulatory developments.A complex business environment: The 2024 audit committee agenda includes important enterprise, governance, process, technology, and financial reporting and disclosure issues that merit consideration by the audit committee beyond its ongoing… Client Story December 14, 2023 Solving Legacy Accounting Challenges With Automation and Process Improvements Protiviti partnered with clients to implement best-of-breed digital solutions to automate financial close processes, along with process improvements and data governance and controls solutions to resolve the issues. Change management to support accounting teams in adopting the new processes was also a key deliverable. Load More