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Client Story

July 22, 2021

Amidst COVID-19 challenges, global healthcare company tackles finance transformation to support business expansion

Companies experiencing rapid growth frequently find it difficult to scale their operations at a pace that fully supports the expanding business. For one healthcare company in particular, that task became even more challenging last year when a global pandemic ushered in remote working and further separated intensely data-centric functions that happened to be siloed in the first place.
Client Story

May 9, 2024

Mastering Compliance and Efficiency with SAP GRC Access and Process Control

Elevate compliance and efficiency with SAP GRC implementation by Protiviti. Streamline access control and process management for seamless operations.
Podcast

July 21, 2022

Risky Women Podcast | Compliance & Risk Challenges for Small Asset Management Firms: Amy Aubin

Jackie Sanz of Protiviti talks with Amy Aubin, a CCO of two firms in Canada, about compliance and risk challenges faced by compliance professionals of smaller firms in the asset management industry, where innovation and access to compliance networks are of importance in the management of risk. Amy Aubin is the Chief Compliance Officer of Waypoint Investment Partners Inc., an independent wealth…
Client Story

June 4, 2024

Offshore Drilling Firm Finds Major Savings Through Source-To-Pay Assessment, Spend Analysis, Category Management

Protiviti conducted a complete source-to-pay assessment, from spend analysis and contract management to procurement function governance; implemented a spend analytics platform to conduct analysis to create a sourcing wave plan; implemented a category management function and led sourcing events to drive savings.
Client Story

December 19, 2022

Global financial services technology company divests its product suite to improve efficiency and drive business growth

Challenge: GBST engaged Protiviti to support the divestiture of part of its product suite. The engagement required the segregation and separation of shared products and infrastructure, including separation and migration of on-premises and AWS cloud-based infrastructure and applications. Solution: Over the discovery phase, Protiviti’s engineers worked with the GBST engineering team to identify…
Whitepaper

October 6, 2021

Fortified In The Cloud - The Risk Management Strengths of Cloud Service Providers for the Financial Services Industry

Cloud is on the rise in financial services and regulators are taking note. The widespread use of cloud service providers (CSPs) in the financial services industry continues to grow. According to a recent study by the Cloud Security Alliance (CSA), 91% of financial services organizations are actively using cloud services today or plan to employ them within six to nine months. That is double the…
Podcast

March 27, 2024

Podcast | ESG and AI – with Alyse Mauro Mason, Christine Livingston and Mark Carson

Artificial intelligence, including but not limited to generative AI, has taken the world by storm over the past year, with organizations worldwide scrambling to identify where and how it can be used to strengthen their businesses and grow competitive advantage. Without question, as companies move quickly to employ these technologies, ESG issues come into play at a number of levels, from…
Client Story

March 13, 2024

Global Retailer Goes Digital: Revitalizing Store Operations and Enhancing Community Commitment

Protiviti leveraged Microsoft Power BI to help this client transform its operational analytics. We built a user interface that generates analytics every 15 minutes and is easy to use with little training required. From staffing and sales targets to customer retention data, managers now have the information they need, at their fingertips, to drive decisions that improve the bottom line.
Podcast

April 16, 2025

Podcast | Digital Assets and Their Implications for Governance and Strategy – with Frank Kurre and Ann Rodriguez

In this Episode, host Frank Kurre welcomes Ann Rodriguez, a seasoned executive who brings extensive leadership experience from Deutsche Bank, GE Capital, Wells Fargo, Wachovia, and Goldman Sachs. Together, they explore the evolving landscape of digital assets and their implications for board governance. Their discussion delves into key elements of effective governance frameworks, emerging risk…
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.

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