Insight Search Search Submit Sort by: Relevance Date Search Sort by RelevanceDate Order AscDesc Whitepaper May 3, 2021 Customer Service and Complaints: How Firms Can Build Long-Term Resilience and New Capabilities - Top of Mind Compliance Issues for 2021 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 March 15, 2022 Private Equity Insights: Top Risks for 2022 In this issue of Private Equity Insights, we take a deep dive into the top risk issues facing companies owned by private equity (PE) in 2022 and over the next 10 years. These insights were obtained from our 10th annual survey of top risks by Protiviti and NC State University’s ERM Initiative.Of the global boards of directors and executives surveyed, respondents from PE-owned company… Video March 12, 2021 Collaboration Forum Series 4: Optimism in tough times (Week-8) International Women's Day - Will you Choose to Challenge? A challenged world is an alert world and from challenge comes change. Individually, we're all responsible for our own thoughts and actions - all day, every day. On Thursday 11 March we celebrated International Women’s Day and heard diverse perspectives from Helen Pankhurst (Senior Advisor at Care International and great grand-daughter of… Blogs July 9, 2021 Three ways to boost operational resilience After publication of the UK regulators’ policy statements containing their final rules, chief operating officers should consider the following: Adapting the lessons learned from the pandemic, engaging third-party suppliers, and improving customer communication. Protiviti UK’s Country Market Leader Tom Lemon and Director Laura Moore explain. In April 2018, a major high street bank began… Blogs June 1, 2021 The future of work: Clients can help shape the debate The post-pandemic working world continues to make headlines. But after a year of working at home and thinking about the future, Protiviti’s Peter Richardson believes an important viewpoint is missing. In this article, the firm’s new global lead for the future of work outlines why his clients are at the centre of his vision. The team at Protiviti has now worked remotely for more than a year. Like… Blogs June 10, 2021 Collaboration Forum Series 5: Building a brighter future (Week-8) Future of retail – how COVID-19 has accelerated the speed of change Jon White (Finance Director - Retail, Pets at Home) and Daniel Bobroff (Founder of Coded Futures, Retail Tech Evangelist & Advisor) joined our collaboration forum to discuss ‘The future of retail’. Listen to the session recording to understand how COVID-19 has accelerated the speed of change and the role of the high-… Blogs June 10, 2020 CASS in the Regulatory Spotlight Small and medium size firms face greater regulatory scrutiny of their client asset arrangements as COVID-19 causes the economy to slow. Firms need to prepare now. The Client Assets Sourcebook (CASS) rules are designed to protect the cash and assets of clients from the potential insolvency of the financial institution (banks, custodian, investment bank, brokers or insurer) that hold… Video October 8, 2021 Live Q&A with Jennifer Kupcho: Showing up, battling, come-backs & learnings Speaker: Jennifer Kupcho Our Protiviti brand ambassador, and LPGA tour and Solheim Cup golfer, Jennifer Kupcho recently joined us for a Live Q&A where we talked to her about what it is like playing on the LPGA Tour, how she has gone about successfully building her career, as well as her recent success at the Solheim Cup. We also asked Jennifer how she operates under stress, yet still… Video September 24, 2021 ARchiTecture of the Possible The last 18 months has drastically shifted approaches to organisational innovation. But many companies are struggling to develop a culture of innovation in their company that can support their future growth. In this virtual event, we shared some of the ideas we use to help you take practical steps in your organisation. Roland Carandang, Protiviti’s Managing Director for Technology Consulting,… Podcast August 17, 2023 Risky Women Podcast | Talent Management and the Nature of Work Tonya Hummers, Managing Director at Protiviti, speaks with Sarah Olthoff, Senior Vice President and Chief Business Risk Officer at Discover Financial Services.Watch the podcast as Tonya and Sarah discuss resiliency and adaptability as key traits for succeeding in the face of challenges, the evolving nature of work environments and shifts towards hybrid models to support flexible schedules in the… Load More
