As an AWS Technology Partner and Financial Services Competency Partner, Workiva makes use of the most innovative features of the AWS platform to deliver a trusted and superior customer experience.
Financial Services Partner
Workiva solves business reporting challenges for more than 3,500 organizations, including seven of the eight U.S. Global Systemically Important Bank holding companies. Workiva solutions provide customers with controlled collaboration, audit trails, and data integrity—with the security and scalability of AWS cloud infrastructure.
75 percent of the largest U.S. corporations by total revenue trust Workiva with their most sensitive financial and regulatory data, reports, and disclosures. AWS was chosen to be the cloud infrastructure for Workiva products to provide maximum agility, capability, extensibility, and security for customers.
Built on AWS
Workiva delivers a multitenant, cloud regulatory reporting platform for enterprises to collect, link, and report business data with control and accountability. Workiva products are designed to give companies confidence in building accurate statutory and regulatory reports.
AWS services utilized by Workiva include: Amazon EC2, Amazon RDS, AWS Lambda, Amazon Kinesis, Amazon CloudWatch, Amazon DynamoDB, Amazon Redshift, Amazon Elastic MapReduce, Amazon Kubernetes Services, Amazon Glacier, Amazon SQS, Amazon S3, AWS Elastic Beanstalk, Amazon Route 53, Amazon GuardDuty, AWS KMS, AWS CloudTrail, Amazon API Gateway, Amazon Simple Notification Service (SNS), AWS X-Ray, and more.
Key benefits provided to Workiva customers include:
AWS provides a massive global cloud infrastructure, enabling the Workiva platform to scale in times of peak demand. The platform is highly performant and predictable, especially in the critical close and filing season. The world’s largest companies trust Workiva to build and deliver their most critical management, performance, board, and regulatory reports. Visit the AWS Architecture Center.
AWS is a secure, durable technology platform with industry-recognized certifications and audits: PCI DSS Level 1, ISO 27001, FISMA Moderate, FedRAMP, HIPAA, and SOC 1 (formerly referred to as SAS 70 and/or SSAE 16) and SOC 2 audit reports. AWS supports Workiva to meet the most stringent regulatory compliance requirements. AWS services and data centers have multiple layers of operational and physical security to ensure the integrity and safety of your data. Visit the AWS Security Center.
Accuracy, Efficiency, and Compliance for Financial Services
Wdesk for Banking
Data collaboration at scale. Complex regulatory and nonregulatory reporting requirements are standard for banks. Dodd-Frank and other compliance activities are complex and require enormous amounts of coordination across all lines of business.
Wdesk enables greater data consistency and improves collaboration for recovery and resolution planning, CCAR and DFAST, and other reporting processes. Wdesk is a cloud platform that optimizes regulatory documentation, providing reporting professionals with more time to focus on document analysis and quality.
Wdesk for Insurance
Complex reports made easy. Reporting and compliance requirements for insurance companies must be developed with absolute consistency, involving a scalable and coordinated approach across all lines of business.
Wdesk helps optimize reporting processes, including MAR compliance, ORSA, statutory reporting footnotes, and other regulatory disclosures. Wdesk empowers teams to efficiently collect and organize large volumes of data in a single collaborative system. The cloud platform optimizes regulatory documentation and reporting, providing teams more time to focus on data analysis and compliance assessment.
Wdesk for Capital Markets
Compliance simplified. Wdesk supports the preparation and filing of a wide variety of form types required by the Securities and Exchange Commission (SEC).
In addition to quarterly and annual financial statements, Wdesk is used to create, manage, and file documents related to critical capital market transactions, including M&A, IPO, and equity and debt offerings. Our knowledgeable Capital Markets Professional Services team provides a portfolio of professional services for all '33 Act filings, including Form S-1, Form S-3, Form S-4, Form S-11, Form 10, and Form 424B.
Wdesk is the most widely used solution for SEC reporting and has proven to mitigate risk, increase productivity, drive better decision-making, and deliver reliable and accurate filings.