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Raymond James Bank + Workiva

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

Illustration of Raymond James Bank logo


  • Banking

Workiva Solutions

  • 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. 

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

  • 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
  • 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 organization allowing for streamlined processes, fewer meetings and back-and-forth emails, and increased visibility with a reduced potential for risk

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