Insight Search Search Submit Sort by: Relevance Date Search Sort by RelevanceDate Order AscDesc Survey October 5, 2022 2022 and 2031 Financial Services Executive Perspectives on Top Risks Financial institutions demonstrate resiliency in responding to COVID and start to look forward out to the horizonOur survey results for 2021 reflected a financial services industry that was still consumed with responding to the most significant global pandemic in the past 100 years. Many of the areas of focus highlighted in last year’s survey involved short-term operational challenges, including… Whitepaper March 16, 2022 Top Risks for 2021 and 2030 - Financial Services Industry Perspectives Pandemic-related policies and regulation, interest rate environment are top concerns in financial services industry The continuing global challenges and potential existential threat posed by the ongoing COVID-19 pandemic. Political divisiveness and polarisation. Social and economic unrest. Gridlock. Artificial intelligence (AI), automation and other rapidly developing digital technologies. Rapid… Client Story February 8, 2023 Global Health Services Company Modernises Data and Applications with Microsoft A global health services company needed to execute on its corporate promise to deliver affordability and convenience to its patients. However, the company discovered that there was a disconnect between that promise and intended delivery. Further investigating that disconnect revealed that the organisation's procedures for tracking and delivering rebate payments were hampered by complex, time-… Whitepaper October 6, 2023 ESG Data for Financial Services in an Operational Environment - AFME and Protiviti paper The report looks at the operational consequences from ESG regulatory reporting requirements. It sets out: how financial institutions should manage ESG data across the data lifecycle; the challenges operationally in satisfying the evolving nature of ESG regulations; and where there are opportunities for new technology to exist within this exchange despite the challenges.Click here to view the… Client Story June 30, 2023 Change management, automation and new digital tools transform finance operations for educational services company A $1 billion educational services holding company that operates in the U.S., Australia and New Zealand needed to transform its finance operations. The organisation, which operates numerous higher-education institutions and provides a workplace educational benefits administration solution, enrolled more than 100,000 students in its universities and served 50,000 workplace learners in 2021, growing… Whitepaper October 13, 2021 The Biden administration's executive order on cybersecurity and possible effects for financial services firms Safer supply chain, more information sharing, additional compliance Having faced more cyberattacks than other sectors, banks and other financial services firms have been at the forefront of the fight against cybercrime in recent years. To protect themselves, banks have substantially invested in cyberattack prevention and increased their incidence-response capabilities. Whitepaper June 19, 2024 Can we trust culture and conduct to guide decision making in the financial services industry? More than 15 years after the great financial crisis, the financial industry’s culture and conduct remain very much in the headlines. Has nothing changed? A lot has indeed changed, though bad actors still manage to prevail at times. Maintaining good culture and conduct relies on the collective efforts and responses of financial institutions, regulators, and customers. We itemise a list of steps… Client Story March 30, 2022 Journey to the Microsoft Cloud: Global financial services institution modernises and protects data assets with Microsoft 365 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… Infographic July 17, 2022 Infographic | Money Laundering Risk in the Consumer Goods & Retail Industry: As E-Commerce Booms, Illicit Acts Flourish Even in the current slow-growth environment, global e-commerce sales in 2022 are expected to exceed $5 trillion for the first time and remain on pace to surge past $7 trillion by 2025. For money launderers, the online trading boom has been a bonanza. With a few clicks of a computer, money launderers are using e-commerce sites and payment providers to process ill-gotten gains, conceal… Survey December 5, 2022 From Cloud Migration to Managed Services, TMT Finance Leaders Tackle Challenges With Multifaceted Strategies Supply chain problems are still lingering. Technology integration, still lagging. And companies still are lacking skilled workers to fill key roles as they contend with high interest rates and a possible recession. Surveying the technology, media and telecommunication (TMT) industry landscape, the results of Protiviti’s 2022 Global Finance Trends Survey are not necessarily surprising. Some… Load More
