The Modern CIO Dilemma In this exclusive series from Protiviti, explore quick-hit insights and executive perspectives on the evolving role of the CIO in financial services. The video series The Modern CIO Dilemma distills key conversations into video briefings and podcast episodes. You’ll hear directly from finance transformation leaders on how CIOs are tackling today’s most pressing issues — from regulatory uncertainty to payment modernization.Whether you're rethinking your data architecture, implementing AI responsibly or preparing for the next compliance shift, this series brings clarity to complexity — fast.Watch the series Going to Money 20/20? Connect with us Contact Video Series Why Spend Transparency Is Urgent Now As cloud adoption accelerates across financial services, the challenge isn’t just strategic — it’s financial. In this video, we explore the rising urgency around cloud spend transparency and the emerging role of FinOps in helping organizations manage usage and cost. This conversation explores how organizations at different stages of maturity are approaching the issue, why behavior change is often the hardest part and what steps leaders can take to manage cloud economics more proactively. Watch Video Third-Party Resilience: The Competitive Advantage You’re Overlooking In the evolving financial services landscape, resilience has become a competitive advantage for CIOs. In this video from The Modern CIO Dilemma, Protiviti Managing Director Brian Kostek discusses the importance of third-party resilience and how it impacts organizational continuity during disruptions. Key insights include the need for financial institutions to collaborate with third parties to identify weaknesses and invest in adaptable recovery capabilities. Watch Video Why Leaders Miss the Mark on Buy-In, and How to Fix It The success of transformation hinges on trust, relationships and leaders modeling belief. In this video from The Modern CIO Dilemma, Protiviti Managing Director Michael Bertan examines the signals of successful change — shared language, middle-management engagement and RiskOps adoption — as well as red flags like silence, passive agreement and disengagement. Watch Video AI Meets Compliance: Risks, Realities, and Readiness The evolving compliance landscape demands that CIOs address both workforce knowledge gaps and technological advancements to stay ahead of regulatory challenges. In this video from The Modern CIO Dilemma, Protiviti Managing Director Christine Reisman explores how financial services leaders are leveraging AI to transform compliance operations, reduce risks and enhance efficiency. Watch Video Modernizing Financial Services: What Successful CIOs Get Right In this video, Protiviti’s Dan Stummer examines the high-stakes balancing act facing technology leaders in the financial services sector. CIOs today are being asked to modernize at speed, navigate regulatory scrutiny, manage outdated infrastructure and deliver measurable business value — all while budgets are being stretched and scrutiny is intensifying. This conversation explores how successful leaders are bridging the gap between vision and execution. Watch Video Our Services Our financial services consulting advisers provide solutions tailored to your organization’s unique needs in the following areas: Payments Protiviti's payments consulting services professionals serve as trusted advisers, offering strategic insights and a blend of payments industry knowledge, product experience and business acumen. We help payments firms become more effective and efficient while remaining risk-sensitive, regulatory-compliant, well-controlled and technology-enabled. Pro Legal Briefcase Banking & Capital Markets Protiviti helps banking and capital markets firms to be more effective and efficient in a way that is risk-sensitive, regulatory-compliant, well-controlled and enabled by leading technologies. We deliver practical solutions to financial organizations that embody the five characteristics needed to succeed in the face of disruption: human, flexible, intelligent, innovative and modular. Pro Building office Wealth & Asset Management We partner with you to customize solutions to drive operational excellence and enable the growth of your business. Together with Robert Half, the world's first and largest specialized talent solutions firm, Protiviti offers the unrivaled combination of consulting expertise with Robert Half’s deep pool of highly skilled and experienced professionals to solve your business challenges using our unique, flexible delivery models. Looking for more strategic perspectives? Discover curated insights driving transformation in financial services. Explore
