PCBB Strengthens Customer Trust and Automates Compliance with Drata
“When I got to PCBB, we were really spreadsheet based and that process became unmanageable…The demands of Excel as a GRC tool is impractical.”
Challenge
- Reliance on manual spreadsheets created version control and security risks.
- Audit collaboration was inefficient, with evidence located across email and shared drives.
- Needed a secure, unified platform to centralize controls, automate monitoring, and strengthen customer trust.
“Drata’s integrations let us get key controls automatically tested, immediately taking work off our plate.”
Solution
- Adopted Drata’s GRC platform to replace spreadsheets with an automated, cloud-based system.
- Integrated systems like KnowBe4 and CrowdStrike for continuous control testing and visibility.
- Centralized frameworks (SOC 1, SOC 2, NIST CSF) for “test once, report many” efficiency.
“Drata’s integrations let us get key controls automatically tested, immediately taking work off our plate.”
Impact Highlights
- Duplicate audit work reduced across frameworks Using one platform for SOC 1 and SOC 2 readiness cut redundant testing and manual evidence collection.
- Significant time savings and operational efficiency Automated control testing, centralized policies, and real-time alerts replaced hours of manual coordination.
Background
PCBB provides financial services, risk management, and compliance expertise to community financial institutions (CFI’s) across the U.S. Their mission centers on helping CFI’s maximize revenue, increase efficiency, manage risk, and build trust with the small businesses they serve.
For PCBB, trust is the foundation of every customer relationship, particularly as a service provider to regulated financial institutions. As their operations and product offerings expanded, legacy spreadsheet systems could no longer keep pace with modern compliance and audit demands. With SOC 1 in scope, critical for financial reporting controls, as well as SOC 2 (critical for information security controls) being considered going forward, PCBB needed a scalable platform to automate compliance and reinforce trust. In addition, as auditors increasingly expect self-service and real-time collaboration, PCBB wanted to help streamline the audit process overall with their firms.
Automating Audit Readiness
Before Drata, PCBB’s audit preparation relied on Excel sheets and manual document exchanges. With Drata, their GRC workflows became centralized and automated. The team can now test once and map results across multiple frameworks, dramatically cutting preparation time while still meeting bank-grade audit expectations.
This transformation has simplified interactions with external audit partners and improved transparency across departments. Instead of spending time to manually collect or reconcile evidence, the security team can now focus on proactive improvements and forward-looking initiatives that strengthen PCBB’s compliance posture and operational resilience.
Accelerating Security Questionnaire Response with AI
PCBB recently piloted Drata’s AI Questionnaire platform, running a test on a complex, multi-hundred-page, request for information questionnaire. Within five minutes, the system answered over 85% of questions accurately, a breakthrough for efficiency and accuracy.
As the team continues to test this feature, they are looking forward to reducing manual effort while ensuring responses remain consistent and compliant across engagements. As PCBB scales, this approach positions the team to handle a growing volume of third-party and customer security requests without becoming a bottleneck. Their goal is to continue to shorten the sales cycle, enhance responsiveness, and consistently deliver trust at speed without compromising accuracy or regulatory expectations.
Expanding a Foundation of Trust
With Drata, PCBB has transformed compliance from a reactive task into a trust-building advantage for both regulators and the CFI’s it serves. Automated alerts now flag policy expirations and control issues in real time, keeping teams proactive. As a result, both PCBB and its customers experience stronger confidence in the integrity and transparency of their operations.
Beyond compliance, this foundation enables a new level of partnership with community financial institutions, one grounded in reliability and shared assurance. Drata’s automation allows PCBB to continuously demonstrate its commitment to security, governance, and the customers who depend on it every day.
What Drata Unlocked for the GRC Team
- Unified frameworks across SOC 1, SOC 2, and NIST CSF for efficient reporting.
- Automated evidence collection and policy management.
- Strengthened auditor collaboration through real-time access.
- Reinforced PCBB’s position as a trusted partner to community banks.
Future Outlook
As PCBB continues to automate more processes and onboard additional frameworks, the bank aims to extend Drata’s capabilities across business lines, including internal audit use cases such as BSA and AML. With automation, AI, and scalability at its core, PCBB is poised to strengthen trust and compliance across every facet of its business.
“Using one platform for both our SOC 1 and SOC 2 readiness reduced our duplicate work and freed us for more forward looking projects.”
Automating Audit Readiness
Before Drata, PCBB’s audit preparation relied on Excel sheets and manual document exchanges. With Drata, their GRC workflows became centralized and automated. The team can now test once and map results across multiple frameworks, dramatically cutting preparation time while still meeting bank-grade audit expectations.
This transformation has simplified interactions with external audit partners and improved transparency across departments. Instead of spending time to manually collect or reconcile evidence, the security team can now focus on proactive improvements and forward-looking initiatives that strengthen PCBB’s compliance posture and operational resilience.
Accelerating Security Questionnaire Response with AI
PCBB recently piloted Drata’s AI Questionnaire platform, running a test on a complex, multi-hundred-page, request for information questionnaire. Within five minutes, the system answered over 85% of questions accurately, a breakthrough for efficiency and accuracy.
As the team continues to test this feature, they are looking forward to reducing manual effort while ensuring responses remain consistent and compliant across engagements. As PCBB scales, this approach positions the team to handle a growing volume of third-party and customer security requests without becoming a bottleneck. Their goal is to continue to shorten the sales cycle, enhance responsiveness, and consistently deliver trust at speed without compromising accuracy or regulatory expectations.
Expanding a Foundation of Trust
With Drata, PCBB has transformed compliance from a reactive task into a trust-building advantage for both regulators and the CFI’s it serves. Automated alerts now flag policy expirations and control issues in real time, keeping teams proactive. As a result, both PCBB and its customers experience stronger confidence in the integrity and transparency of their operations.
Beyond compliance, this foundation enables a new level of partnership with community financial institutions, one grounded in reliability and shared assurance. Drata’s automation allows PCBB to continuously demonstrate its commitment to security, governance, and the customers who depend on it every day.
What Drata Unlocked for the GRC Team
- Unified frameworks across SOC 1, SOC 2, and NIST CSF for efficient reporting.
- Automated evidence collection and policy management.
- Strengthened auditor collaboration through real-time access.
- Reinforced PCBB’s position as a trusted partner to community banks.
Future Outlook
As PCBB continues to automate more processes and onboard additional frameworks, the bank aims to extend Drata’s capabilities across business lines, including internal audit use cases such as BSA and AML. With automation, AI, and scalability at its core, PCBB is poised to strengthen trust and compliance across every facet of its business.
“It answered 85+ percent of the questions within five minutes… I can see this saving hundreds of hours for the remainder of this year.”
Expanding a Foundation of Trust
With Drata, PCBB has transformed compliance from a reactive task into a trust-building advantage for both regulators and the CFI’s it serves. Automated alerts now flag policy expirations and control issues in real time, keeping teams proactive. As a result, both PCBB and its customers experience stronger confidence in the integrity and transparency of their operations.
Beyond compliance, this foundation enables a new level of partnership with community financial institutions, one grounded in reliability and shared assurance. Drata’s automation allows PCBB to continuously demonstrate its commitment to security, governance, and the customers who depend on it every day.
“Drata has helped PCBB expand our foundation of trust with our customers over the past 25 years.”
What Drata Unlocked for the GRC Team
- Unified frameworks across SOC 1, SOC 2, and NIST CSF for efficient reporting.
- Automated evidence collection and policy management.
- Strengthened auditor collaboration through real-time access.
- Reinforced PCBB’s position as a trusted partner to community banks.
Future Outlook
As PCBB continues to automate more processes and onboard additional frameworks, the bank aims to extend Drata’s capabilities across business lines, including internal audit use cases such as BSA and AML. With automation, AI, and scalability at its core, PCBB is poised to strengthen trust and compliance across every facet of its business.
“The collection of evidence is faster now than it’s ever been.”
Future Outlook
As PCBB continues to automate more processes and onboard additional frameworks, the bank aims to extend Drata’s capabilities across business lines, including internal audit use cases such as BSA and AML. With automation, AI, and scalability at its core, PCBB is poised to strengthen trust and compliance across every facet of its business.
“We’re extremely excited about the future state and are working to get as much automated as we can.”
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Navigate to new worlds of trust with Drata.