Easy Transition and Early Filing: FirstMerit's Story

October 26, 2012

Even her own reporting team thought she was crazy when she decided to begin using Wdesk in December of 2011—the quarter before the company's 10-K was due. But Stacy Gilbert, VP and Assistant Controller at FirstMerit Bank, attests it's the best time to start.

Just weeks after switching to Wdesk, this $14 billion Ohio-based bank holding company filed its 10-K two days early. Along with the help of world-class customer service from FirstMerit's dedicated Wdesk Customer Success Manager, the transition to the new, streamlined solution went smoothly, and the entire financial reporting process improved vastly.

Let Stacy tell you why a 10-K is the best time to start, and how Wdesk helped her entire reporting team improve its work-life balance. 

Mitz Banarjee

About the author

Mitz Banarjee is the Head of Global Client Services at Workiva. Over the past 10 years, he has been heavily involved with technology companies of all sizes at an operational level driving customer satisfaction and customer loyalty.