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Raymond James Bank Saves Time, Increases Accuracy with Workiva for Board Reporting

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Management Reporting



Raymond James Bank is about more than just banking. Through a holistic approach to finance, they offer innovative and diversified products and services to the public and to clients of Raymond James Financial. 

Disconnected challenges:

Leadership was tasked with improving their board reporting process, looking at existing technology as a way to reduce risk and be more efficient. 

Why They Chose Workiva

  • Accurate cloud platform with more governance and less process risk
  • Ability to add many users and team members across the organization while maintaining security and control 
  • Remote collaboration while increasing efficiency

Connected Results

  • Greater accuracy through linked text and numbers across analysis and reports, instilling confidence in the board that information is reliable for making timely and data-supported decisions
  • Faster reporting through the elimination of manual slide consolidation and the ability to roll frameworks into the next report
  • Adopted by 95 different users across the organized allowing for streamlined processes, fewer meetings and back-and-forth emails, and increased visibility with a reduced potential for risk

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