Customer Satisfaction

The following 80 items are listed by Content Data.

Articles

Dwolla CEO: Open Banking, Embedded Finance to Transform the User Experience

Dwolla CEO Dave Glaser and Protiviti’s Nathan Hilt discuss how emerging technologies and the new infrastructure that eme...
Subscriber Content
Mon, Feb 5, 2024
Performer Profiles

Westpac Group: Refocusing for Relevance

Scott Kieran, Westpac Group’s Chief Audit Executive, discusses how his team has become a well-run, more technology-enabl...
Subscriber Content
Mon, Dec 11, 2023
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...
Subscriber Content
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 ...
Subscriber Content
Mon, Oct 30, 2023
Blog

New Content on KnowledgeLeader - 10/30/2023

ToolsThe following tools were published on KnowledgeLeader this week:Risk Self-Assessment Survey Repor...
Mon, Oct 30, 2023
Articles

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...
Subscriber Content
Mon, Oct 30, 2023
Articles

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...
Subscriber Content
Mon, Sep 11, 2023
Guides

Human Resources Risk Management Guide

This guide discusses the best-practice elements and processes related to identifying and managing human resources&n...
Subscriber Content
Mon, Sep 4, 2023
Articles

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...
Subscriber Content
Mon, Sep 4, 2023
Blog

New Content on KnowledgeLeader - 3/4/2024

ToolsThe following tools were published on KnowledgeLeader this week:Sarbanes-Oxley Section 404 Compli...
Wed, Aug 30, 2023
Blog

New Content on KnowledgeLeader - 8/28/2023

ToolsThe following tools were published on KnowledgeLeader this week:Human Resources Review Audit Work...
Wed, Aug 30, 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 ...
Subscriber Content
Mon, Aug 28, 2023