Case Study: Leading Financial Services Company achieves a unified view of risk across the three lines with MetricStream

Top Mortgage Financing Enterprise Develops a Unified View of Risk

A leading mortgage financing enterprise struggled with fragmented, siloed risk, compliance, and audit tools and manual processes across its three lines of business. Without a common taxonomy or integrated framework, teams faced high maintenance costs, delayed board reporting (often 2–3 months), poor frontline risk visibility, and difficulty making timely, risk-informed decisions.

MetricStream implemented an Integrated Risk Management platform—covering operational risk, policy, audit, compliance, and case management—to create a common risk and control taxonomy and unified assessment capability. The solution delivered enterprise-wide risk visibility, faster and more consistent reporting, improved frontline risk awareness and risk-based auditing, centralized issue monitoring, and greater leadership confidence, with plans to extend the approach to vendor and business-continuity risk.