Insight Search Search Submit Sort by: Relevance Date Search Sort by RelevanceDate Order AscDesc Video November 1, 2023 Video | Financial Institution Optimises Customer Relationship Value through AI and Innovative Data Approach 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… Whitepaper October 10, 2022 Governance and the Evolution of the Technology Committee — Is it Time to Establish One on Your Board? Directors are seeing a significant shift in the priorities discussed in the boardroom. Since the dawn of the 21st century, boards have seen it all — the emergence of the Sarbanes-Oxley Act of 2002, the 2008 global financial crisis, expanded proxy disclosure mandates in 2009, digital disruption of business models amid the threat of “born digital” market entrants, and, of course, the COVID-19… Podcast Transcript July 27, 2023 Transcript | The Rise of Generative AI – with Christine Livingston ChatGPT is the talk of the town today. But as we all know, generative AI is much more than this one tool. Gen AI represents a new frontier of promise, productivity and capabilities for organisations around the world. But it also comes with risks that these organisations must understand and manage if they’re going to capitalise successfully on these new technologies.In this episode, we talk all… Podcast July 28, 2023 Podcast | The Rise of Generative AI – with Christine Livingston ChatGPT is the talk of the town today. But as we all know, generative AI is much more than this one tool. Gen AI represents a new frontier of promise, productivity and capabilities for organisations around the world. But it also comes with risks that these organisations must understand and manage if they’re going to capitalise successfully on these new technologies.In this episode, we talk all… Newsletter April 8, 2024 A Call to Action for Boards The inaugural Global Board Governance Survey conducted by Protiviti, BoardProspects and Broadridge — a study believed to be the first of its kind — summarises the views of more than 1,000 directors and C-suite executives worldwide on the role and effectiveness of the board. It provides insights regarding the board’s priorities and performance as well as the differing perspectives of directors and… Whitepaper January 28, 2022 Compliance Priorities for 2022 in the Financial Services Industry As we consider the compliance challenges that will be top of mind for financial institution compliance officers in 2022, one thing is very clear: More and more often, they are being expected to play a significant role in managing risks that extend beyond what we have traditionally considered the purview of compliance. Coupling this reality with ongoing innovation, both in the industry and in… Newsletter August 10, 2023 Is Your Board Technology-Engaged? With technology clearly a material driver of change, boards of larger companies are trending toward a more strategic focus on technology. Should your board be a part of that trend?Why it matters: The board community has been acknowledging the speed of disruptive innovation, largely driven by emerging technologies.Yes, but: There are also considerations pertaining to speed-to-market, technical… Newsletter September 28, 2022 Identifying and managing the critical risks of third-party providers “Outsourcing and other third-party relationships can bring multiple benefits to FIs, including: enhanced operational resilience; faster and more tailored financial products and services; cost reduction; greater innovation; and improved internal processes. However, outsourcing and third-party relationships can give rise to new or different risks to FIs and potentially to financial stability that… Newsletter September 2, 2024 Implications of the Changing U.S. Regulatory Landscape Dealing with regulatory change and uncertainty continuously ranks among the top risks identified by board members and C-suite executives across the globe. Some believe that recent U.S. Supreme Court decisions will increase this risk for companies doing business in the United States, while others applaud the Court’s actions. What is happening, and what does this mean for boards and their companies? Survey January 10, 2024 Executive Perspectives on Top Risks - Private Equity Risk landscape is shifting for private equity firms and portfolio companiesWhile the top 2024 and 2034 risk concerns of executives and board members from private equity (PE) firms and their portfolio companies track closely with the risk priorities identified by leaders globally in other industry sectors, the volatility that roiled the PE market in 2023 is evident in how leaders in the industry… Load More