Financial Services Industry

The following 120 items are listed by Content Data.

Articles

Insights from COVID-19 References in CAMs

Audit Analytics analyzes the pandemic’s significant impact on public company reports, including appearing in CAMs commun...
Subscriber Content
Mon, May 24, 2021
Performer Profiles

Zurich Insurance Company Ltd: The Leading Edge of Internal Audit Transformation

In this profile, Zurich Head of Group Audit Martin Struder summarizes the key drivers of his internal audit team’s trans...
Subscriber Content
Mon, May 10, 2021
Articles

As Regulators Boost Market Surveillance Capabilities, Firms Should Enhance Self-Monitoring to Reduce Trading Violations

This article offers five recommendations that firms can use to proactively manage market abuses in this heightened regul...
Subscriber Content
Mon, May 3, 2021
Articles

Top of Mind Compliance Issues for 2021 – The AML Act of 2020

This article summarizes many key provisions from the Anti-Money Laundering Act of 2020 that should be top of mind for ma...
Subscriber Content
Mon, Mar 29, 2021
Blog

How to Monitor Transaction Governance for Anti-Money Laundering

Expectations for transaction monitoring (TM) governance are quickly evolving due to the complexity of detec...
Tue, Mar 17, 2020
Blog

How Quick Is Your Financial Close Process?

"Close the books" is a process that a corporation uses to reconcile, consolidate and report financial infor...
Thu, Oct 31, 2019
Audit Reports

Privacy Compliance Program Review Audit Report

This sample report focuses on the privacy compliance state at a financial institution and uses a capability maturity con...
Subscriber Content
Mon, Oct 7, 2019
Articles

Five Reasons for Conduct Risk Failures — With One Shared Cause

In this white paper, we analyze the root causes of conduct risk failures, focusing on five specific but interconnected a...
Subscriber Content
Mon, Sep 23, 2019
Requests for Proposals - RFPs

Request for Proposal: Assess Internal Audit Coverage of Banking Subsidiaries

This request for proposal is designed for organizations seeking service providers to evaluate their internal audit appro...
Subscriber Content
Mon, Mar 18, 2019
Requests for Proposals - RFPs

Request for Proposal: Financial Institution Quality Assessment Review

This sample request for proposal (RFP) is designed for a financial institution seeking a service provider to conduct an ...
Subscriber Content
Mon, Feb 25, 2019
Checklists & Questionnaires

Banking Controls: Management Control Structure Evaluation Questionnaire

This guide is designed to assist management in analyzing the effectiveness of a company's management control structure M...
Subscriber Content
Mon, Oct 1, 2018
Checklists & Questionnaires

Bank Controls: Information Systems Evaluation Tool

This tool helps to assist management in analyzing the effectiveness of the internal control structure over financial rep...
Subscriber Content
Mon, Jul 30, 2018