FirstMerit Started With a K and Filed Early
October 25, 2013Stacy Gilbert, the VP and Assistant Controller at FirstMerit Corporation, was "using spreadsheets and generic word processors to do everything" before discovering Wdesk. Stacy recognized that "there was a lot of risk" associated with her team's manual spreadsheet-based method, so she started looking for a different way to meet FirstMerit Corporation's compliance requirements.
In December of 2011, FirstMerit Corporation began using Wdesk to file its 10-K. "That's obviously your largest document, and to have that as our base was actually the best place to start," said Stacy
Her team thought she was crazy to start with a 10-K, but when Stacy and her team filed two days early—despite being short a full-time employee during the generation process—they realized it's okay to start with a 10-K.
After successfully implementing Wdesk, FirstMerit Corporation now uses the platform to keep everything in-house, from its 10-Ks and 10-Qs to its proxy statements, 8-Ks, certifications, and press releases.
Click here to schedule a demo, and see how your team can start with a 10-K, too.
About the Author
Mitz Banarjee is the Executive Vice President and Chief Customer Officer. Over the past 20 years, he has been heavily involved with technology companies of all sizes at an operational level driving customer satisfaction and customer loyalty.