Insight Search Search Submit Sort by: Relevance Date Search Sort by RelevanceDate Order AscDesc Survey April 6, 2023 Energy and Utilities Finance Trends Survey Infographic From automation and cloud to ESG and talent management, CFOs are reimagining their long-term roles. These are among the key takeaways from the results of Protiviti’s latest Global Finance Trends Survey. Download Infographic Flash Report May 3, 2021 Customer Service and Complaints: How Firms Can Build Long-Term Resilience and New Capabilities Regulatory agencies around the world have intensified their focus on financial institutions’ customer service activities amid a dramatic COVID-19- related surge in complaints. These stepped-up regulatory efforts come during a period when many customer services functions have been forced to pivot to 100% remote operations and as many financial services companies are looking to build up their… Newsletter June 23, 2025 Agentic AI: What It Is and Why Boards Should Care In 2024, generative artificial intelligence (AI) was all the rage. In 2025, agentic AI has surfaced as the next frontier of AI deployment. What is agentic AI, and why is it important for directors to understand how management intends to use it? Video November 1, 2023 Video | Financial Institution Optimizes Customer Relationship Value through AI and Innovative Data Approach A financial institution needed to effectively assign its relationship managers to optimize service, balance resource workloads and maximize revenue. We helped them develop a graph data structure and algorithms in the Microsoft Azure environment to organize and analyze nested banking customer relationships.This reduced daily data processing time by nearly 96% and automated more than 90% of client… Blogs April 8, 2021 U.K. Supervisory Authorities and Basel Committee Refine Operational Resilience Approaches, Align on Expectations for Firms Several Key Policies Take Effect March 31, 2022On March 29, 2021, the Bank of England (BoE), the Prudential Regulation Authority (PRA) and the Financial Conduct Authority (FCA) issued a series of policy statements to both refine and finalize their approach to operational resilience for financial services firms. Almost concurrent with the release of the policy statements, the Basel Committee on… Infographic February 24, 2023 Infographic | Technology, Media and Telecommunications Executive Perspectives on Top Risks 2023 Technology, media and telecommunications (TMT) companies are adjusting for more economic headwinds in 2023, and are particularly focused on people management challenges, according to results from the latest Protiviti-NC State global top risk survey. Download Infographic Podcast March 8, 2022 Podcast | The State of ESG Reporting Requirements and Mandates ESG reporting is garnering a growing amount of attention today, particularly among board members seeking to understand and possibly comply with specific requirements in their country or their industry. But when it comes to ESG reporting, there are a lot of questions. Who specifically is required to issue these ESG reports? Who is issuing them voluntarily? And more importantly, what do… Newsletter September 8, 2021 Ransomware: Preventing an Attack and Responding to and Recovering From an Attack Ransomware attacks have been around for many years. In the past, cyber-threat actors would penetrate a company’s computer and network systems and obtain data with the objective of returning it upon payment. The demanded payments were usually smaller than the ransoms requested in recent incidents. Most of these incidents weren’t financially material, nor were they reported publicly. By contrast,… Flash Report March 22, 2022 SEC Issues Proposed Rules for Enhancement and Standardization of Climate-Related Disclosures Today, the U.S. Securities and Exchange Commission (SEC) issued proposed rules that would require reporting companies to enhance and standardize climate-related disclosures. Specifically, the commission voted to approve moving forward with proposed changes related to information about climate-related risks contained in registration statements and periodic reports, such as a company’s… Whitepaper July 27, 2022 Balancing Opportunity and Risk: Security for RPA Platforms Robotic process automation (RPA) was first used to execute predetermined, rules-based tasks twenty or so years ago. Since then, RPA has functioned as a virtual workforce for businesses, which benefit from its power to collect data, execute processes rapidly and unerringly, and facilitate higher levels of quality — while enhancing customer satisfaction.We’ve previously addressed at length the… Load More
