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  • Client Story

    September 26, 2024
    Multinational Firm Enhances ESG Data Collection and Reporting to Guide Path to Meet CSRD Requirements
    Enhance trust in your ESG data collection and meet CSRD requirements confidently. Our client, a multinational firm, upgraded ESG reporting and prepared for 2026 EU's Corporate Sustainability Reporting Directive with success.

  • Survey

    December 17, 2024
    2024 Consumer Goods and Retail Finance Priorities
    Survey: CPG and Retail Finance Leaders Focused on Foundational ChallengesProtiviti’s latest survey of finance executives at retail and consumer goods (CPG) companies shows a clear focus on technology-enabled financial planning and analysis (FP&A), and a growing need to address foundational challenges, including data standardization and FP&A processes, before embarking on advanced…

  • Client Story

    October 18, 2021
    Managed care company doubles down on automation, unlocking exponential value and transformation potential
    Organizations 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

    July 19, 2021
    Resilience Practices Can Help Firms Mitigate Supply Chain and Third-Party Provider Risks - Top of Mind Compliance Issues for 2021
    Customers are major drivers of change in the marketplace. In times of stress, how well companies manage customer experience and expectation can determine whether they succeed. At the height of the COVID-19 pandemic, amid demand spikes and panic buying of household items like groceries and cleaning products, companies that successfully addressed customers’ demands (e.g., restocked alternative…

  • Video

    December 21, 2024
    Video | The Strategic Alliance of the CCO and CLO
    In this engaging episode, we welcome a distinguished panel of experts who are at the forefront of compliance and risk management in the financial services sector. Moderated by Vanessa de Samame, founding partner of the executive search firm Hedley May, this discussion promises to provide invaluable insights into the dynamic relationship between legal frameworks and compliance strategies.

  • Survey

    October 1, 2024
    CFOs Address a Data Security and Privacy Triple Threat
    CFOs prioritize addressing the trifecta of data security and privacy threats due to rising cyber warfare, extortion risks, and stringent regulatory requirements.

  • Newsletter

    June 8, 2026
    Industry Insights - Manufacturing and Distribution
    Welcome to the final edition of 2025 featuring our highly anticipated 2026 global top risks report and the accelerating impact of agentic AI on decision-making and operational resilience. You’ll also find our top industry reads to help you move into the new year with clarity and confidence. Best wishes for a wonderful holiday season and a fulfilling new year!

  • Insights paper

    December 22, 2025
    Combating Ghost Students and Financial Aid Fraud in Higher Education: A Proactive Approach
    In recent years, higher education institutions have faced a growing challenge from financial aid fraud, particularly through the phenomenon of “ghost students” – fictitious or non-attending individuals enrolled to extract financial aid funds. This threat was exacerbated during the shift to online learning during the COVID-19 pandemic, which enabled fraudsters to exploit vulnerabilities in…

  • Video

    December 16, 2025
    The Modern CIO Dilemma: Trust, Transformation and Exponential Technology
    CIOs today face a pivotal crossroad — one defined by exponential technology, relentless transformation and the imperative to build trust at every level. In this Money20/20 conversation, Protiviti’s Dan Stummer, managing director, CIO solutions, financial services, and Andrea Deal, associate director, CIO solutions, financial services, unpack the modern CIO dilemma and offer pragmatic guidance for…

  • Whitepaper

    July 21, 2022
    Customer remediation: Making it right (and better)
    In our Compliance Priorities for 2022 in the Financial Services Industry, we emphasized the interconnectivity among the risks we identified, including how the pandemic, the global focus on environmental, social and governance (ESG) issues, and continued regulatory emphasis on culture and conduct were combining to shine a bright light on how financial institutions (used broadly herein to refer to…
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