Case Study: Global Financial Services Giant achieves audit digitalization and productivity gains with MetricStream Internal Audit Management

Global Financial Services Giant Transforms Its Audit Program With Digitalization

A legacy global financial services institution with more than 200 years of history and roughly 300 auditors faced outdated technology and largely manual, inconsistent audit processes. Fragmented annual planning, limited reporting, lack of a common taxonomy, siloed teams, and the need to modernize for incoming younger executives created friction and inefficiency across the audit function.

The firm implemented MetricStream Internal Audit Management (including content library, audit planning and scheduling, timesheets, and issue management) with a structured change-management plan to digitize workpapers and centralize workflows. The solution delivered standardized processes and a single book of record, integrated annual planning, richer reporting and search, eliminated silos, reduced effort and reporting time, and boosted overall audit productivity and quality.