Case Study: Pinnacle Investment Management achieves rapid global ERM digitalisation and a proactive risk culture with Protecht ERM

Pinnacle stays in control worldwide with Protecht

Pinnacle Investment Management, a multi-affiliate firm managing A$93.6 billion across fifteen investment firms, faced a fragmented, largely manual ERM environment of spreadsheets, paper forms and email approvals that made meeting diverse operational and regulatory obligations across regions very difficult. Pinnacle chose Protecht and its Protecht ERM platform so their expert risk managers — not costly tech teams — could rapidly standardise and automate digital workflows.

Protecht implemented its ERM solution (including a LexisNexis integration) to deliver registers for half the business in 3–4 months and a full rollout within 12 months, with new registers routinely created in a day; intuitive dashboards, real‑time reporting and linked incident-to-obligation controls replaced time-consuming consolidation. Protecht’s platform increased adoption, empowered Pinnacle staff to self-customise workflows, improved controls and audits, and helped shift the organisation from predominantly manual, reactive work to a proactive risk culture (cited as moving from 80% manual tasks to devoting 80% of time to proactive strategy).

Pinnacle

Cameron Drinan

Risk & Compliance Manager