Insight Search Search Submit Sort by: Relevance Date Search Sort by RelevanceDate Order AscDesc 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 February 24, 2021 How New York’s New Truth in Lending Act Measures Against California and Federal Acts President Lyndon B. Johnson in 1968 signed the Federal Truth in Lending Act (TILA) to provide greater transparency regarding credit terms and fees. While greatly assisting consumers in comparison loan shopping, the regulation excluded business loans, as business owners were generally considered financially savvier than an average consumer and did not need protection. Fast-forward to December 23,… Whitepaper October 13, 2021 The Biden administration's executive order on cybersecurity and possible effects for financial services firms Safer supply chain, more information sharing, additional compliance Having faced more cyberattacks than other sectors, banks and other financial services firms have been at the forefront of the fight against cybercrime in recent years. To protect themselves, banks have substantially invested in cyberattack prevention and increased their incidence-response capabilities. Whitepaper March 13, 2024 An Open Letter to CEOs and Board Members: In Support of the Compliance Function We’ve all heard it said: “Tone at the top” is critical to the success of a compliance function, and financial institution regulators expect CEOs and boards of directors to foster a “culture of compliance” in the institutions they oversee. We’d expect most CEOs and boards, when questioned, to say this is their goal. But what happens when the CEO and the board — intentionally or unintentionally —… Client Story March 27, 2020 Data analytics solution helps pharmaceutical giant focus on improving clinical trials and saving lives For one global biopharmaceutical company, the ability to access vital data when and where it’s needed can affect more than just performance — it can impact the ability to save lives. This industry leader develops, manufactures and distributes breakthrough medical therapies to treat patients with serious and life-threatening medical conditions. The company conducts clinical trials to better… Flash Report November 3, 2023 Are SEC Charges Against SolarWinds and Its CISO Signaling a New Era of Personal Accountability? In this Flash Report, we summarize the SEC’s allegations against SolarWinds and offer nine points for executives and functional leaders with SEC registrants to consider regarding their own accountability and responsibility for public reporting. 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. Video August 12, 2025 Video | Why Leaders Miss the Mark on Buy-In, and How to Fix It In the fast-moving world of financial services, transformation isn’t just about technology or process — it’s about people. In this video from The Modern CIO Dilemma , Protiviti Managing Director Michael Bertan explores the critical signals that reveal whether change initiatives are truly taking hold, and why even the most well-intentioned leaders can miss the mark on organizational buy-in. Podcast January 20, 2020 Journey to the Cloud: Debunking Myths and the Role of Artificial Intelligence in Cloud Security Welcome to the new edition of Powerful Insights and our series on Cybersecurity Awareness. Protiviti has a series of webinars on cybersecurity awareness that, along with these accompanying podcasts, are intended to highlight ways organizations can be proactive in addressing these critical security challenges today. We explore how leaders can dynamically build cyber resilience while maximizing… Load More
