Our credit union client was established in the 1930’s and is a member owned not-for-profit financial institution with more than $2 billion in total assets. When financial executives sought a new provider for their risk and internal audit needs, they selected Baker Tilly primarily for three reasons:
Baker Tilly assessed the credit union’s immediate SOC 1/SSAE 16 requirements and considered their future risk and internal audit needs. We then strategically assembled the right service team at the onset, which would provide the same core group in future projects.
Because of this client-focused approach and reliable, high quality work, Baker Tilly has become a go-to resource for this client. Specific projects have related to:
The same core group of specialized professionals provides continuity and is able to offer deeper insight to our client. As a result, the credit union is working with consistent advisors and receiving more value from each engagement. Baker Tilly has helped help fill the gaps where the client did not have the expertise or availability within its own organization. Our team has also:
For more information on this topic, or to learn how Baker Tilly specialists can help, contact our team.