CASE STUDY
ÉTUDE DE CAS
How Simetrik turned compliance into a competitive advantage
SOC 2, ISO 27001, ISO 27018, ISO 27701, ISO 27017, SOC 1, SOC 3, PCI DSS, GDPR, US Data Privacy, Trust Center, Questionnaire Automation, VRM, Risk Management
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"In fintech, compliance is not just an obligation; it's a competitive advantage. Our customers operate in highly regulated environments and need to trust that their partners have a level of maturity equal to or greater than their own."
TL;DR
- Challenge: Simetrik's compliance program was fragmented across spreadsheets, documents, and manual processes, creating operational strain, key-person dependencies, and limited capacity for strategic security work.
- Solution: Simetrik deployed Vanta’s Agentic Trust Platform to streamline evidence collection, centralize risk and vendor management, and build a unified compliance program.
- ROI: Turned compliance into a trust-building, sales-accelerating asset while reducing reactive, manual work.
The company
Automating enterprise-scale financial reconciliation
Simetrik is a fintech company that uses AI to automate financial reconciliation and operational control for enterprise finance teams. Its no-code platform handles complex use cases—from transaction matching and dispute management to regulatory reporting and FX management—giving fast-moving finance teams a single system of record for financial close. Operating across highly regulated industries and markets, Simetrik's ability to earn and maintain enterprise trust is as critical to its growth as the product itself.
The challenge
Fragmented tools and manual processes left Simetrik's compliance program unable to scale
Simetrik’s compliance program struggled to scale due to fragmented systems and a lack of centralized visibility. Disconnected tools and processes made it difficult to maintain a consistent, real-time view of compliance health.
What Simetrik tried first: The team relied on internal tools, like spreadsheets and tickets, and point solutions to manage compliance workflows. This manual approach required significant effort to collect evidence, validate controls, and coordinate across teams, increasing overhead as the program grew.
Simetrik's pivot point: This manual model created key-person dependencies, inconsistency risks, and reduced capacity for strategic security work. The team reached a point where maintaining compliance consumed disproportionate time, making it unsustainable as the business scaled.
Why Simetrik chose Vanta: Simetrik chose Vanta because it offered something their previous approach couldn't: a unified platform that connected compliance, risk, and evidence in one place—not just point-in-time audit readiness, but a continuous management system. The decision was driven by the need for scalable infrastructure that could support both compliance operations and broader business growth.
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The Vanta impact
Simetrik unifies compliance, risk, and vendor management—giving the team the capacity to lead strategically
Simetrik deployed Vanta across frameworks, integrating compliance automation, risk management, vendor management, Trust Center, and Questionnaire Automation into a single operational program.
Here's how Simetrik deployed Vanta:
Simetrik's compliance program is no longer a bottleneck. It’s a business enabler. Looking ahead, the team is building toward a program that is increasingly integrated, more automated, and more oriented toward risk-based decision-making, with compliance serving as a foundation for faster innovation and continued enterprise growth.
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