Customer Satisfaction

The following 73 items are listed by Content Data.
Checklists & Questionnaires

Internal Audit Feedback Questionnaire

This tool includes 10 sample questionnaires that can be used by internal audit functions to gather client feedback and m...
Mon, Nov 6, 2023
Policies & Procedures

Customer Credit Policy

The guidelines in this policy can be used to establish customer credit limits, the credit hold and release process, and ...
Mon, Oct 30, 2023

The Digital Currency Revolution Is Upon Us. Only the Global Economy Is at Stake

Governments are eager to position themselves for the next stage of the digital revolution in financial services by issui...
Mon, Oct 30, 2023

The Future Is Digital but Fraud, Volatility Could Cripple Crypto, Says Allianz Trade Executive

Allianz Trade Head of Digital Partnerships Aaron Lindstrom and Protiviti’s Joe Kornik discuss the end of cash, digital p...
Mon, Oct 23, 2023

Metaverse 2030: Defining the “Next Internet” and Finding Ways for Businesses to Thrive in It

New metaverse threats — like invisible-avatar eavesdropping and the cloning of voice and facial features via avatars — w...
Mon, Sep 11, 2023

Human Resources Risk Management Guide

This guide discusses the best-practice elements and processes related to identifying and managing human resources risk.
Mon, Sep 4, 2023

Protiviti Insurance Experts Discuss the Future of Asset Protection in the Metaverse

Read the highlights of a panel discussion on the future of asset protection in the metaverse, hosted by Protiviti insura...
Mon, Sep 4, 2023
Audit Reports

Customer Relationship Management Assessment Report

Auditors can use this audit report template to assess and improve their organization’s customer relationship management ...
Mon, Aug 28, 2023

The Metaverse in 2040? Buckle Up for a Bumpy Ride, Says Elon Professor and Pew Researcher

Protiviti’s Joe Kornik and renowned tech futurist and metaverse expert Janna Anderson offer a sneak peek of a forthcomin...
Mon, Aug 7, 2023

Modernizing Legacy Infrastructure to Increase Competitiveness: The Board’s Role

This issue of Board Perspectives explores how boards can increase agility and sustain the company’s innovation and trans...
Mon, Jun 19, 2023

Supply Chain Orchestration Graduates From Theory to Leading Practice

Organizations should look to cloud-based supply chain orchestration platforms to respond to ongoing disruptions while me...
Subscriber Content
Mon, Jun 5, 2023

Digital Disruption: Futurologist and Professor Dr. Stefan Gröner on Leading Through Rapid Change

Futurologist and professor Dr. Stefan Groner and Protiviti’s Joe Kornik discuss strategies for surviving and thriving in...
Subscriber Content
Mon, May 15, 2023