Results for Search Submit Filter by: Advanced Filter All results Solutions Industry People Client Story Insights/Blogs Filter Landing Page Protiviti's Global Inclusion Journey Survey November 13, 2019 An Urgent Call for KYC Optimization - A Global Market Study Calling for KYC Innovation and Collaboration Protiviti and the International RegTech Association (IRTA) conducted a global study to investigate the effectiveness of existing (AML) know your customer (KYC or AML/KYC) processes, their impact on customer experience across various jurisdictions and the efforts by financial institutions to innovate KYC controls. This study focuses on the optimization of KYC processes. It provides a blueprint for… Survey March 27, 2023 Industry Experience With Remote Branch Inspections Beginning in 2020, the Financial Industry Regulatory Authority (FINRA), the Securities and Exchange Commission (SEC) and several states provided temporary relief from the operational challenges of conducting on-site branch inspections during the pandemic, allowing firms to utilize technology to fulfill their inspection obligations remotely. Now, FINRA has proposed a voluntary, three-year remote… Leadership Zachary S. Unger Zack is a Managing Director in the Business Performance Improvement Solution in Protiviti’s Metro New York Region. Zack serves as the East Region Public Sector Lead and has been at Protiviti for over 15 years. During this time, Zack has supported numerous organizations in Government, Higher Education and the commercial space with significant transformations, accounting and finance matters, and… Landing Page Survey Methodology and Demographics Newsletter April 13, 2023 Transforming the Business to Operate at Market Speed As a term in business, “agile” is typically used to refer to a project management methodology, especially for software development. But there is a different, more strategic connotation of agility that merits close attention by boards as markets evolve.A global survey reports resistance to change as a top 10 risk looking out both 12 months and 10 years. CEOs and their executive teams face the… Landing Page Our People Client Story February 16, 2023 Protiviti helps global energy conglomerate complete a complex integration of an E&P target Rising energy prices and the resulting profitability typically generate a flurry of merger and acquisition activity in the oil and gas sector. The deals frequently target organizations that are independent and entrepreneurial in spirit — companies that have amassed a significant but often underdeveloped asset base and whose processes generally have not kept up with the growth of the company. The… Landing Page Commentary — Financial Services Industry Group Client Story February 16, 2023 From legacy systems to cloud-based native microservices: finding success with AWS Successware is an end-to-end business management solution for the home service industry that supports both independent and franchise owners of the three trades brands franchised by affiliates of its parent company, Authority Brands, Inc. Successware Classic is a legacy software system built with Citrix, VDI, and SQL server hosted in a data center. This solution has been in place since the 1990s,… Load More
