Insurance Faced with unprecedented disruption and cost pressure, insurance companies are navigating the challenges of meeting customer service expectations at competitive rates while offering innovative products and personalised distribution channels to remain relevant. Insurance companies are also dealing with questions about labor issues and the future of work, sustainability requisites, and broader economic factors like increasing interest rates and inflation. For an industry in which many participants have historically lagged in modernising operating models and systems, the time for change is now. Winners will leverage emerging technology and a diverse, agile, highly skilled workforce to gain customer loyalty and market share while protecting profitability.Protiviti helps insurers to be more effective and efficient in a way that is risk-sensitive, regulatory compliant, well-controlled, and enabled by leading technologies.Our firm is widely recognised for delivering practical solutions to insurance organisations that embody the five characteristics needed to succeed in the face of disruption: human, flexible, intelligent, innovative, modular. We have assembled integrated teams of technology and process advisors with the skill to help executives develop innovative solutions to confidently face emerging challenges and identify opportunities for structural transformation that align with your core values to ensure sustained future growth.Together with Robert Half, the world's first and largest specialised talent solutions firm, Protiviti offers the unrivaled combination of consulting expertise with Robert Half’s deep pool of highly skilled and experienced professionals to solve your business challenges using our unique, flexible delivery models. What we do Our services Insights Client stories Leadership Our services for Insurance companies Our insurance consulting advisors provide solutions tailored to your organisation’s unique needs in the following areas: Pro Briefcase Data Privacy Data privacy regulations are in flux globally. We partner with you to build the foundations of a strong but flexible privacy programme that includes understanding principles and regulatory obligations, educating stakeholders and developing a governance structure for managing changes. Pro Building office Digital Transformation Evolving needs and customer expectations challenge even the most agile organisations. We help you think differently to redefine customer experience, explore new operating models, create enhanced digital channels, and build skills that instill a culture of innovation and agility. Pro Document Consent Ecosystem Partners We work across our partner ecosystem to develop solutions to offers unbiased technology recommendations, single-sourced solutioning, and agile collaboration to solve your most complex industry-specific challenges. Pro Document Files Finance Transformation Harnessing intelligent data, new technologies and digital tools, we help transform your finance organisations for the future. We partner with you to align people, process, and technology to drive efficiency and productivity, enabling change and creating value for your organisation. Pro Document Stack Managed Solutions We provide a unique and flexible delivery model to help you address short-term skill gaps, deliver project results, and transform your organisation by creating the right team that can scale up or down quickly and cost effectively to fit your needs. Pro Legal Briefcase Risk management Proactive leaders know they must adopt more innovative risk management practises to succeed. We help you leverage emerging technologies, harness data and maintain a strong control environment so you stay on the leading edge of risk management while improving your bottom line. Pro Workflow Flowchart Internal Audit Through our world-class Internal Audit and Sarbanes-Oxley practices, we ensure your IA activity provides the highest value to your organisation, whether you need to employ agile principles and AI to transform your IA function or co-source or fully outsource your Internal Audit and internal control compliance efforts. Pro Tools Gear Cybersecurity Cybersecurity is a top priority for boards and ERM functions seeking proper visibility and understanding of their cyber threat landscape. We help firms protect data by assessing, developing, implementing and managing end-to-end agile solutions to help you safely grow your business. Featured insights BLOGS AI in Financial Services: A COO’s Practical Playbook for Real-World AI Adoption 5 min read Over the past 18 months, in every COO conversation I’ve had in financial services, AI has moved from buzzword to boardroom priority. But in our highly regulated UK market, where the FCA and PRA keep a keen eye on risk and efficiency, it’s not enough... INSIGHTS PAPER Old systems, new threats: 10 reasons to modernise your tech now 8 min read In today’s digital-first economy, technology is more than a business enabler — it’s a strategic differentiator. Organisations that leverage modern platforms gain agility, resilience, and the ability to scale innovation. Yet many enterprises still... PODCAST Risky Women Podcast | Lessons from a Former CEO: A Discussion With Dame Inga Beale 3 min read Carol Beaumier hosts Risky Women Radio and leads a compelling conversation with guest Dame Inga Beale. Together, they explore the challenges of leading companywide transformation programmes, and the leadership skills needed to drive meaningful change... SURVEY From Data Confusion to AI Confidence - Data Is the Foundation of Trustworthy AI | AI Pulse Survey 5 min read AI Pulse Survey Vol. 2 results are in! AI’s potential starts with data clarity. Discover how leading organisations are cutting through data chaos with strong data governance and data-savvy cultures — unlocking AI that delivers real results. WHITEPAPER Navigating the Financial Services Industry’s Compliance Priorities in 2025: Mid-Year Checkpoint 16 min read When we published our 2025 compliance priorities for financial services companies last December, we acknowledged that for a variety of reasons, understanding and managing compliance risks this year would be a true test of the industry’s commitment... SURVEY 2025 Global Finance Trends Survey 6 min read Finance trends 2025 report outlines CFO priorities, AI adoption in financial services, and finance transformation driving the future of finance. Previous Article Pagination Next Article Featured client stories Pacific Life Leverages Trust and Strong Partnerships to Achieve HR Transformation 5 min read Discover how Pacific Life transformed their HR strategies, highlighting the pivotal role Protiviti played in driving success through trust and strategic partnership. Insurance Distribution Firm Positions Itself for Successful IPO and Global Expansion with Finance and Technology Transformation 6 min read An award-winning, entrepreneurial insurance distribution and risk management firm serving more than 1.2 million clients was facing multiple challenges as it prepared to launch an initial public offering (IPO). The company was experiencing massive... Specialty insurer standardises policy platforms to deliver operational efficiencies ahead of IPO 5 min read A global specialty insurance organisation had been growing rapidly through a roll-up strategy to position itself for an initial public offering (IPO). The acquisitions created multiple underwriting and policy management processes and systems that... Transforming risk culture from the bottom up: A global insurance provider’s RCSA journey 4 min read A leading global property and casualty insurance provider set out to transform its risk controls as part of an ongoing effort to promote a culture of excellence. Siloed knowledge of operational risk and controls made it difficult for the organisation... Insurance giant seeks staff augmentation, gains new opportunities for growth 6 min read A global insurance company — like so many other businesses — had come to rely on a service provider in India for finance operations support. It had no plan to change that arrangement. Then COVID struck. One week before 2020’s first-quarter closing,... Previous Article Pagination Next Article Leadership Bernadine Reese Bernadine is a Managing Director within our Financial Services Industry (FSI) Regulatory practice in the U.K. Prior to joining Protiviti 17 years ago, Bernadine was a Director in KPMG’s Regulatory Services practice. A chartered accountant by training, Bernadine has over ... Learn more Paul Middleton Paul joined Protiviti in August 2018 and leads our capital markets business in London. Focused on 1st Line trading and risk management initiatives, Paul works closely with our global Solutions to shape advisory, transformation and remediation initiatives across ... Learn more
