Banking

Workiva connected compliance and reporting provides a reliable framework for optimizing regulatory documentation, allowing you to focus on data quality and analysis.
  • Optimize your regulatory reporting

    Banks face complex reporting processes, with unique challenges involving SEC reporting teams, SOX documentation, ERM, and regulatory reporting. Workiva helps your team work more efficiently with a single cloud platform that meets your connected reporting needs.

    Technology to transform organizational reporting

    Seven of the eight U.S. Global Systemically Important Bank (G-SIB) holding companies rely on Workiva solutions. Workiva supports Dodd-Frank regulation including recovery and resolution planning (RRP), Comprehensive Capital Analysis and Review (CCAR), and Dodd-Frank Act stress testing (DFAST).

    Banks of all sizes leverage Workiva to modernize their financial reporting, internal audit management, SOX compliance, policy management, and many other reporting processes.

    Dodd-Frank, SEC, SOX
  • Leverage a secure, modern solution

    Adopt technology that lets you execute on deadline. Workiva enables users to contribute simultaneously—connecting data, so last-minute changes automatically update across thousands of pages. No more outdated data.

    Data integrity and control

    Workiva provides a secure, collaborative environment for your recovery and resolution planning (RRP) team.

    Bring structured and unstructured data easily into Wdesk to create a central, connected repository for recovery and resolution planning. Link, use, and reuse that information to provide consistency across documents, and roll forward.

    The cloud makes it easier for internal and external teams to collaborate freely in a secure environment. You control which users can access, view, and edit your documents, down to specific sections of the report.

    Collaboration in real-time
  • Build processes that stand the test of time

    Workiva modernized how banks tackle CCAR and DFAST. With a simplified workflow, you can create more efficient regulatory compliance processes that are sustainable and repeatable.

    More productivity, fewer hassles

    Join more than 70 percent of U.S. federally mandated CCAR banks that are connecting stress testing reporting.

    Roll forward large amounts of information painlessly each cycle while maintaining linked numbers and formatting. Host charts and graphs in a centralized platform, so you can easily update numbers across thousands of related data points.

    Protect the integrity of your documents with permission controls and an audit trail capturing a complete history of revisions.

    The Changing Face of Data
  • Drive productivity

    Workiva drives process transformation across complex global reporting and documentation challenges. Gain efficiency by eliminating error-prone manual tasks and limiting delays in workflow.

    Simplify complex documentation

    Workiva empowers you to nimbly combine data and narrative to demonstrate compliance with evolving global regulations.

    Data linking, version control, and audit trails ensure accuracy. Commenting within the platform allows you to track issues from identification to resolution. Shorten turnarounds on ad hoc requests and reporting by managing aggregated data at scale and preparing publish-ready reports, all in one platform.

    The power of productivity

Suggested Resources

Zions Bank: CCAR and Resolution Plan testimonial

Solution Spotlight

Internal Audit Management

Manage complex audit fieldwork and workpapers with unparalleled ease.

SEC Reporting

Trust the market leader in SEC reporting for your XBRL, iXBRL, and EDGAR filings.

Enterprise Risk Management

Manage your entire ERM process from one central location.

Policy and Procedure Management

Build an efficient policy and procedure process.
  • Managing accounting policies and procedures in Wdesk allows my team to work on more value-add projects, like restructuring policies to make them more user-friendly, which impacts stakeholders all over the bank—including the customers they serve

  • Before Wdesk, we were using Word® and Excel® and merging PDFs. It was a mess. When Wdesk came in, it was all in one spot, and all in one document. It’s made my life incredibly better, beyond words.

  • I love how we have all our data in our workbook. You just cut and paste, and you’re done. It saved us so much time.

  • We used to run our DFAST process entirely in Word® and Excel®. We needed to eliminate the unnecessary manual process we had before, and only Wdesk could do that for us.

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