Case Study: Pinnacle achieves proactive global risk management with Protecht

Pinnacle deploys ERM in 12 months with Protecht

Pinnacle Investment Management, a leading Australian-based multi-affiliate investment firm, faced a challenge in managing risk and compliance across its fifteen diverse global affiliates. Their existing ERM infrastructure was largely manual, relying on Excel spreadsheets, paper forms, and email approvals. This cumbersome process consumed the risk and compliance team's time on data entry instead of strategic risk culture improvement, and they lacked an in-house tech team to build a new system.

By implementing Protecht's ERM system, Pinnacle empowered its expert risk managers to create standardized digital workflows without coding experience. The solution from Protecht included integrated regulatory updates and intuitive dashboards, which led to a dramatic shift from reactive to proactive risk management. The measurable impact was significant: the team now spends 80% of their time developing proactive strategies instead of on manual tasks, greatly increasing adoption, improving risk controls, and providing a comprehensive uplift in risk maturity.

Pinnacle