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  • Client Story

    September 26, 2024
    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.
  • Client Story

    March 30, 2022
    Faced with the technical, compliance and data security challenges of launching Microsoft 365 across their global enterprise, a large financial services and investment institution needed to successfully deploy Microsoft 365 to its 30,000 employees while ensuring governance, compliance and data security. Because of the size and complexity of their firm, the financial institution had concerns with…
  • Blogs

    March 8, 2024
    In a global survey of CFOs and finance leaders conducted by Protiviti, ESG metrics and measurement stand out as the highest priority for the finance organisation to address over the next 12 months.
  • Client Story

    May 23, 2024
    We partnered with the client in building and maturing a data privacy program, including enhancing the company’s privacy rights process into a universal, globally scalable webform intake, 10+ custom workflows and an encrypted portal. Leveraged OneTrust autoblocking to establish baseline cookie compliance.
  • Podcast

    February 20, 2025
    In this VISION by Protiviti interview, Michael Pang, APAC leader for Protiviti’s technology consulting, sits down with Dr. Gregg Li, who has been the chief architect and surgeon for board of directors for over 30 years in Asia and the Pacific Rim. In that time, Li’s strategic focus has been on technology and governance and the transformation of boards.
  • Video

    November 1, 2023
    A financial institution needed to effectively assign its relationship managers to optimise service, balance resource workloads and maximise revenue. We helped them develop a graph data structure and algorithms in the Microsoft Azure environment to organise and analyse nested banking customer relationships.This reduced daily data processing time by nearly 96% and automated more than 90% of client…
  • Client Story

    April 9, 2021
    Data privacy has become a strategic priority as companies adapt to comply with rapidly proliferating data privacy laws. Recent years have seen the adoption of the European Union’s General Data Protection Regulation (GDPR), the more recent California Consumer Protection Act (CCPA), and similar regulations. These safeguards require companies to document the types of protected personal data used in…
  • Blogs

    August 30, 2024
    With the rapid rise in artificial intelligence (AI) tools, companies are updating technologies and processes as quickly as budgets allow. Industries are transforming rapidly as the drivers for economic growth are evolving. 
  • Client Story

    March 21, 2023
    This Florida-based organisation has grown from a small community back to one of the state’s largest financial institutions. Over time, the bank built its reputation by maintaining the personalised service of a community bank while investing in the talent, technology and financial products customers expect from a large bank – from facilitating inbound investments and empowering small businesses to…
  • Insights paper

    October 6, 2023
    This paper is intended to prompt increased dialogue between financial institutions, trade associations and regulatory authorities on a rapidly evolving topic. It lays out a set of principles that could align regulators, the financial sector and all three lines of defense within an organisation to a cohesive view of resilience. A key objective of this paper is to highlight the challenges in…
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