Our Clients
protocol is used by regulated and supervised financial services businesses across various sectors in multiple jurisdictions. Our clients include trust and corporate services firms, fund administrators and investment managers, and range from boutique, single jurisdiction operators to larger global organisations.
protocol is now deployed and live across all our jurisdictions, and it’s been an invaluable tool for me in my role as Chief Risk Officer across the group.
Alex Petrie
protocol is now deployed and live across all our jurisdictions, and it’s been an invaluable tool for me in my role as Chief Risk Officer across the group.
“Implementing protocol has had a significant positive impact across the firm. The team has experienced a noticeable improvement, making the processing and management of risk and compliance items far easier and operationally more efficient. We’ve seen several key benefits, including a comprehensive audit trail for each compliance item—everything related to a task is in one place with a full history, which is a huge plus.
Producing compliance reporting and MIS is now much more efficient compared to our previous manual processes. We use the dashboards extensively, especially during board meetings, which has made compliance data far more accessible. Compliance registers are automatically populated, and we can rely on the data being complete without any re-keying or manual input.
The protocol team has been fantastic to work with. They bring deep industry knowledge from their experience, offer valuable insights and perspectives we hadn’t considered, and maintain a strong solution-focused approach. Most importantly, the implementation process was very easy —they delivered on every promise along the way.
protocol is now deployed and live across all our jurisdictions, and it’s been an invaluable tool for me in my role as Chief Risk Officer across the group.”
David Hopkins
Its built-in workflows keep governance embedded in daily operations, and the system’s audit trail and dashboards have become integral to our Risk and Compliance reporting at all levels.
“We adopted protocol in mid-2022 to enhance and augment our existing system. The implementation was well managed, and the service desk support has been consistently excellent.
We use the protocol Core module and have worked with the team at protocol Consulting to implement additional functionality using Core+ to provide a comprehensive platform for our compliance function. Built-in workflows keep governance embedded in daily operations, and the system’s audit trail and dashboards have become integral to our Risk and Compliance reporting at all levels.
protocol’s Integration with other systems has also helped streamline processes and improve oversight across the business. We’ve found the relationship with the protocol team to be very good and responsive, and we look forward to seeing the system continue to grow.”
Its built-in workflows keep governance embedded in daily operations, and the system’s audit trail and dashboards have become integral to our Risk and Compliance reporting at all levels.
It’s reduced manual effort, improved oversight, and given us greater confidence in meeting our compliance obligations.
Jess de Momme
It’s reduced manual effort, improved oversight, and given us greater confidence in meeting our compliance obligations.
“We implemented protocol to bring more structure and visibility to our compliance processes. Operating in a regulated Trust, Funds, and Pensions environment, it’s essential that we stay on top of evolving regulatory requirements.
protocol is helping us streamline assessments, track our obligations more efficiently, and ensure greater consistency across our workflows.
It’s reduced manual effort, improved oversight, and given us greater confidence in meeting our compliance obligations.”