Zions Bank Testimonial: CCAR and Resolution Plan testimonial

 

Transcript

So our accounting department uses it for their filings and they knew that we had these huge stress testing documents. So they invited us to come view the product and then we immediately knew it would work for us.

Our team uses it for risk reporting. We have huge CCAR documents, thousands of pages, that we put in Wdesk. We also use it to file our living will, our resolution plan, and a few other side projects like our proxy statement. Before we had Wdesk we would use Word and PDF and Excel to combine massive amounts of pages for all sorts of documentation. But with Wdesk it’s all in one spot, it’s easy to export, and it’s just made my life a ton better.

It eliminates version control which isn’t a feature per se but a great bonus. We had a huge problem with different edits coming in from different executives or departments and then it was our job to try to reconcile those. Wdesk just eliminates that problem because everyone can see what everyone else is doing.

We love the linking capabilities and I bet everyone says that and that’s a huge selling point. It saves time, saves energy, and we can focus on more important things beyond finding and replacing numbers.

Our customer success manager is great. From the very beginning he has been very helpful in teaching us and then leading us so we can stand on our own two feet. At the beginning he was very helpful, we could call him at any time, email anytime of the week, and he’d answer within an hour or even immediately. He’s been really great to work with.

For myself personally it was easy to jump in. From the second I saw it, it’s very intuitive and makes sense. It’s just like other technology and cloud based programs and it’s for a younger generation or even an older generation to jump in and use it. Before Wdesk we were using Word, Excel, and merging PDFs and it was just a mess so when Wdesk came in it was just all in one spot, all in one document, it’s made my life incredibly better, beyond words.

It eliminates version control which isn’t a feature per se but a great bonus. We had a huge problem with different edits coming in from different executives or departments and then it was our job to try to reconcile those. Wdesk just eliminates that problem because everyone can see what everyone else is doing.

We love the linking capabilities and I bet everyone says that and that’s a huge selling point. It saves time, saves energy, and we can focus on more important things beyond finding and replacing numbers.

Our customer success manager is great. From the very beginning he has been very helpful in teaching us and then leading us so we can stand on our own two feet. At the beginning he was very helpful, we could call him at any time, email anytime of the week, and he’d answer within an hour or even immediately. He’s been really great to work with.

For myself personally it was easy to jump in. From the second I saw it, it’s very intuitive and makes sense. It’s just like other technology and cloud based programs and it’s for a younger generation or even an older generation to jump in and use it. Before Wdesk we were using Word, Excel, and merging PDFs and it was just a mess so when Wdesk came in it was just all in one spot, all in one document, it’s made my life incredibly better, beyond words.

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