Meet the First Section 16 Customer

American Equity makes it to the Sweet (Section) 16
May 14, 2013

When you already have too much on your plate, you don’t have time to mess around with software programs that make your job harder.

When Steve Harms, Assistant Vice President of Accounting Research at American Equity, found himself struggling with the SEC’s Section 16 software, he knew he had to make a change.

“You couldn’t save drafts. You’d get timed out. It just wasn’t user-friendly,” says Harms. He was so eager for an innovative approach that a week before Harms’ team was supposed to file, he asked WebFilings if he could start using Section 16 before it officially launched.

This secure add-on to the External Reporting Solution streamlines Forms 3, 4, and 5 filings, saving time and eliminating frustration during the reporting process. As one of the first Section 16 users, Harms provided feedback that helped make the product even better before it was publicly released.

Read the case study note to learn more about American Equity’s experience with Section 16. Schedule a demo today to see exactly how Section 16 can work for you.

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.