Case Study: Leading Financial Planner achieves unified, efficient integrated risk management with MetricStream Integrated Risk Solution

UK Investment Management Major Standardizes and Simplifies Integrated Risk Management

A leading UK investment management firm responsible for billions in assets faced a fragmented, manual risk and compliance program after a merger and demerger. Disparate systems, inconsistent taxonomies, and no consolidated, real-time view made it hard to aggregate risk data, report to leadership, and establish a consistent risk culture.

By deploying MetricStream’s Integrated Risk Solution across 5,000 users, the firm consolidated risk, compliance, audit, policy, and regulatory processes on a single platform, standardizing workflows and taxonomy and replacing dozens of separate processes with unified, automated ones. The outcome was improved risk visibility and faster reporting, lower costs and complexity, stronger first-line engagement, and actionable real-time analytics—delivered through eight product deployments completed in short 7–12 week sprints.