Case Study: a regional financial services institution replaces spreadsheets and streamlines security reporting with TrustMAPP

Regional Financial Services Institution replaces spreadsheets with TrustMAPP for repeatable quarterly reporting

The customer, a regional financial services institution, faced significant challenges in managing its security and compliance program. Their process relied entirely on disconnected Excel spreadsheets, which led to no single source of truth, manual and error-prone scoring, and an inability to link control maturity to business risk. This manual system consumed days of work each quarter for reporting and made it difficult to answer examiner questions. The institution implemented TrustMAPP to address these issues.

TrustMAPP provided a consolidated platform for control maturity assessment, repeatable remediation workflows, and risk management integration. The solution replaced spreadsheets with a governed system that automatically tracked score changes and linked control gaps to quantified risk statements. As a result, the institution eliminated duplicate assessments, gained an auditable history of control maturity, and could generate reports directly from live data, saving days of manual work each quarter and creating a persistent source of institutional knowledge.