Security State Bank & Trust Customer Story
Compliancedecember 18, 2024

Security State Bank & Trust: Serving the needs of the community

Wolters Kluwer TeamMate had an opportunity to sit down and meet with Cele Romero, Chief Internal Audit Officer of Security State Bank & Trust, to discuss how TeamMate+ has helped Mr. Romero and the rest of his audit team find continued success:

  • Greater efficiency and consistency throughout the audit process - from scheduling and planning, to testing, document requests, reporting, and eventual wrap up.
  • Providing management with the correct information needed to make decisions about the business and the organization.
  • Utilizing the rules that are built into TeamMate+ to assist with overall project management and scheduling.
Having a tool like TeamMate+ that is capable of aggregating everything that you've done in totality over the last month, quarter, and year — however you want to break it down and have that information accessible — is invaluable.
Cele Romero, Chief Internal Audit Officer, Security State Bank & Trust

Download the Case Study

Inside this case study, you'll learn how Security State Bank & Trust chose TeamMate over the competition to add the greatest value to the organization and achieve their goal of continued growth.
For auditors who are challenged to improve audit productivity while delivering strategic insights, TeamMate provides expert solutions, delivered with premium professional services, to auditors around the globe and in every industry.
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