Insight Search Search Submit Sort by: Relevance Date Search Sort by RelevanceDate Order AscDesc 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. Newsletter April 14, 2025 Agentic AI: What It Is and Why Boards Should Care In 2024, generative artificial intelligence (AI) was all the rage. In 2025, agentic AI has surfaced as the next frontier of AI deployment. What is agentic AI, and why is it important for directors to understand how management intends to use it? Survey April 6, 2023 Energy and Utilities Finance Trends Survey Infographic From automation and cloud to ESG and talent management, CFOs are reimagining their long-term roles. These are among the key takeaways from the results of Protiviti’s latest Global Finance Trends Survey. Download Infographic 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… Whitepaper September 15, 2021 Tuning Suspicious Transaction Monitoring Scenarios: Combining AML Expertise and Data Analytics Issue Suspicious transaction monitoring systems enable financial institutions to monitor their customers’ transaction behavior systematically by providing relevant scenarios/rules that analyse the underlying customer transactions and generate automated alerts of activity that may be unusual and indicative of potential money laundering. These alerts are then reviewed by a team of investigators to… Podcast Transcript April 13, 2022 Transcript | Building Sustainable Operations and Supply Chains It should come as no surprise that, according to research from Protiviti, ESG metrics and measurement are among the top priorities for CFOs and finance teams to address, and a majority are substantially increasing the focus on and frequency of their ESG reporting. A key part of these efforts must be building sustainable operations and supply chains.But this only scratches the surface. Board… Podcast April 13, 2022 Podcast | Building Sustainable Operations and Supply Chains It should come as no surprise that, according to research from Protiviti, ESG metrics and measurement are among the top priorities for CFOs and finance teams to address, and a majority are substantially increasing the focus on and frequency of their ESG reporting. A key part of these efforts must be building sustainable operations and supply chains.But this only scratches the surface. Board… 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. 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… Video October 14, 2021 AHIA’s 40th Annual Conference Presentations On-Demand Healthcare Provider Internal Audit Plan Priorities Funding, privacy, security and IT system changes dominate priorities for healthcare internal auditors. In this sessions learn about key findings from the latest survey conducted by Protiviti and AHIA on Healthcare Provider Organisation Internal Audit Plan Priorities. Speakers: Richard Williams, Managing Director Alex Robison, Managing Director… Load More
