Case Study: Security State Bank & Trust improves audit efficiency with TeamMate by Wolters Kluwer

Serving the needs of the community

Security State Bank & Trust, a strong, privately owned community bank, faced an outdated, paper-intensive internal audit process. Their manual methods using Word and Excel were inefficient, clunky, and risked inconsistencies across work papers. Chief Internal Audit Officer Cele Romero sought a technology solution from Wolters Kluwer TeamMate to modernize their workflows, enhance risk assessment, and bring greater value to the organization.

By implementing Wolters Kluwer TeamMate's TeamMate+ audit management solution, the bank centralized its entire audit lifecycle. The solution provided a structured framework for planning, risk assessment, fieldwork, and reporting, eliminating reliance on scattered documents and filing cabinets. This drove significant organizational efficiency, allowing the internal audit team to focus on value-added work. The team, which conducts roughly 160 audits annually between audit and compliance, gained powerful capabilities for aggregating data, generating trends, and providing management with the information needed to make critical business decisions.

Security State Bank & Trust

Cele Romero

Chief Internal Audit Officer