Insight Search Search Submit Sort by: Relevance Date Search Sort by Relevance Date Order Asc Desc 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 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… Whitepaper 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. Client Story 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 organization, 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… Survey 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 organizations are using Agentic AI to enhance decisions, improve efficiency and shape the future. Whitepaper June 19, 2024 Can we trust culture and conduct to guide decision making in the financial services industry? More than 15 years after the great financial crisis, the financial industry’s culture and conduct remain very much in the headlines. Has nothing changed? A lot has indeed changed, though bad actors still manage to prevail at times. Maintaining good culture and conduct relies on the collective efforts and responses of financial institutions, regulators, and customers. We itemize a list of steps… Podcast May 12, 2025 Podcast | Securing Your Seat: The Journey to Boardroom Success – with Frank Kurre and Mark Rogers Our Blind Spots in the Boardroom series is focused on critical business issues that can significantly impact an organization's strategy and operations, particularly those that the board and/or C-suite are not focused on at all or enough.In this episode of Blind Spots in the Boardroom, host Frank Kurre and guest Mark Rogers discuss the strategic and often lengthy process of securing a board… Newsletter March 24, 2024 When Executives Stand in the Way — Create the Right Tone at the Top for Change In the race toward innovation and transformation, it can be easy for leadership to overlook their crucial role in driving change in the organization, including fostering vital new mindsets and behaviors.What you should know: Executive engagement is a critical component to enable change. It’s important to make the distinction that leaders and managers don’t “manage” change; they “enable” change.By… 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. Blogs April 8, 2021 U.K. Supervisory Authorities and Basel Committee Refine Operational Resilience Approaches, Align on Expectations for Firms Several Key Policies Take Effect March 31, 2022On March 29, 2021, the Bank of England (BoE), the Prudential Regulation Authority (PRA) and the Financial Conduct Authority (FCA) issued a series of policy statements to both refine and finalize their approach to operational resilience for financial services firms. Almost concurrent with the release of the policy statements, the Basel Committee on… Load More
