Insight Search Search Submit Sort by: Relevance Date Search Sort by RelevanceDate Order AscDesc Client Story November 18, 2022 Insurance Distribution Firm Positions Itself for Successful IPO and Global Expansion with Finance and Technology Transformation An award-winning, entrepreneurial insurance distribution and risk management firm serving more than 1.2 million clients was facing multiple challenges as it prepared to launch an initial public offering (IPO). The company was experiencing massive growth through the acquisition of as many as 20 companies per year. Its leadership was innovating the industry with a vision to expand internationally,… Newsletter November 16, 2020 Setting Sights on Digital Transformation and Innovation With the sudden onset of a worldwide pandemic, companies have had to accelerate their efforts to transform themselves digitally. How can boards and their companies best leverage digital transformation to compete and thrive in a brave new world? At a recent NACD Master Class program for active directors, one session contrasted the expected churn in the S&P 500 today versus 50 years ago.*… Whitepaper February 22, 2021 Changes to Accounting Standards Offer Transformational Opportunities for Insurers, with Extended Time to Implement Big changes are coming to how the insurance industry recognizes and reports out financial performance. But the effects won’t be felt just in the accounting department. IFRS 17, Insurance Contracts, and its U.S. companion, accounting standard ASU 2018-12, Targeted Improvements to the Accounting for Long-Duration Contracts, are intended to add clarity for investors in the wake of events and… Client Story September 12, 2024 Process Transformation Generates Millions in Cash and Working Capital Improvement Discover how process transformation enhanced working capital by $24M and streamlined operations in a global energy firm. Client Story June 27, 2025 Energy Company’s Budget Process Transformation Drives Agility and Strategic Impact Protiviti transformed an energy company's budget process, enhancing agility, collaboration, and strategic decision-making while reducing the cycle by 10 weeks. Whitepaper July 8, 2025 The next phase: AI and human collaboration powering internal audit transformation AI is reshaping internal audit function. Protiviti's whitepaper 2025 offers insights on agile auditing, AI-human collaboration, and risk management. Read now. 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, recognized early in its technology modernization journey that robust data security is essential for seamlessly incorporating AI into its core processes,… Whitepaper August 22, 2021 CFO risk outlook – pandemic issues in the near term, transformation and resistance to change over the long term The continuing global challenges and potential existential threat posed by the COVID-19 pandemic. Political divisiveness and polarization. Social and economic unrest. AI, automation and other rapidly developing digital technologies. Rapid shift to virtual work environments. Changes in the geopolitical landscape. Shifting customer preferences. Volatile unemployment levels. Record low interest… Research Guide December 25, 2021 The Guide to Technology Modernization and Transformation Helping Leaders with their Technology JourneyKey Considerations for Technology Modernization and TransformationCIOs play a critical role in transforming the world of work using automation and technology – but they can’t do it alone. Collaboration among the C-suite is critical. This guide contains informative insights and practical tips that CIOs, CISOs, and other technology and C-suite leaders… Infographic June 26, 2024 Infographic | 2024 Top Risks for Innovation and Transformation Executives Innovation and transformation executives identified the biggest threats impacting their organizations in Protiviti’s 2024 Top Risks Survey. The executives’ perspectives on risks, listed below, reflect increasing concerns over emerging technologies, workforce challenges, limited growth opportunities, and customer loyalty. Load More
