Results for “Finance Trends Survey” Search Submit Filter by: Advanced Filter All results Solutions Industry Typelist People Client Story Insights/Blogs Filter Search Sort by RelevanceDate Order AscDesc Blog March 6, 2024 Building a Business Case for Copilot for Microsoft 365 – A Game-Changer for Business Efficiency 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. AI is fueling innovation while simultaneously altering the way we interact with, and harness the power of, machines. Natural language processing and large language models… Client Story March 21, 2023 Florida-Based Bank Optimizes Customer Relationship Value Through Innovative Data Approach This Florida-based organization 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 personalized 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… Blog August 10, 2020 Postpandemic Real Estate Strategies: It Pays to Be Nimble Of the many things to consider during the pandemic, one of the more challenging areas is real estate. To a large extent, companies have done an admirable job of relocating large portions of their workforce to work-from-home (WFH) status — and on very short notice. But the current crisis will ultimately pass, and now is the time for organizations to consider how the changes they are making now… Blog May 17, 2018 U.S. Beneficial Ownership Rule: Two Exceptive Relief Rulings in the First Week On the same day – May 11, 2018 – that FinCEN’s Customer Due Diligence rule, commonly referred to as the beneficial ownership rule, became effective, FinCEN issued exceptive relief from the beneficial ownership requirements for premium finance lending products that allow for cash refunds. Premium finance lenders provide short-term loans to businesses to cover their annual insurance premiums.… Whitepaper May 2, 2023 For TMT companies, accelerating innovation is a real and growing challenge The big picture: Protiviti’s inaugural Global Technology Survey shows TMT companies are streamlining operations to save costs while managing a wide range of technology-related risks that could impede their ability to innovate.Go deeper: The survey underscores the need for companies to:Address challenges to innovation such as security and privacy-related risks, changing regulations and… Blog August 11, 2023 From HR to Strategic Talent Advisers: Redesigning Workforce Planning for Success What’s New: An organization’s ability to perform, adapt and thrive requires new talent strategies. CHROs and their teams should deploy HR variants of the data-driven, forward-looking FP&A approaches that finance groups employ. A key point: This may require fundamental redesigns of job roles and organizational structure. Yes, but: Organizations cannot solve today’s talent shortage problems… Newsletter May 16, 2022 Three Keys for CEOs: Relevance, Culture and Alignment A recent Protiviti global survey indicates varying views across different executive groups about the overall risk environment. CEOs rate the relative riskiness of the business environment higher for 2022 than anyone else, jumping from the lowest rating in 2021 to the highest rating in 2022. Also, the number of risks that CEOs noted would have a “significant impact on their business”… Client Story November 8, 2021 Insurance giant seeks staff augmentation, gains new opportunities for growth 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, the Indian government prohibited workers from leaving their homes. This ruling lasted for 21 days as the nation struggled to limit its COVID… Blog July 17, 2023 M&A Value Plays: Fast, Deep and in Control M&A activity may spike favorably this year in the tech sector, and fintech may not be far behind. Yes, but: It’s important to strike the right balance between deal-making speed and due-diligence depth due to increased board scrutiny and other factors. What’s next: While this is a decidedly abbreviated list, due diligence teams should: Use sensitivity analyses and financial modeling… Blog March 22, 2016 Executive Perspectives on Top Risks for 2016 Protiviti, in partnership with North Carolina State University's ERM Initiative, has just published the results of its fourth annual global survey of board members and C-suite executives about the top risks organizations will face over the next 12 months. We'll be covering many of these issues in greater detail in future blog posts. For now, you can check out our video and infographic here. And… Load More
