Bank Reporting

Make sure your data stays on the money.

Give your teams, executives, and regulators data that you trust without running yourself ragged with worry.

Connected data can help you sleep better at night (at home, not the office).

Are CCAR, DFAST, RRP, or CECL on your list of things to do ASAP? If so, then we speak the same language.

When your report needs to be 110% accurate 100% of the time, traditional processes can let you down. Reduce risk by connecting data directly to reports for consistency, easy updating, transparency, and better visibility into answering how a number got from a source to your final report.

Connected data can give you the reporting superpowers you’ve always wanted.

Thousands of organizations are transforming the way they work.

See through silos.

Bring together disconnected teams and processes with controlled visibility into numbers, data drivers, workflows, and certifications.

Stay calm, cool, and collected.

Stop losing time to menial tasks and quadruple-checking numbers. Instead focus on work that matters—and (finally) get a good night’s rest.

Give yourself a North Star.

Connect people, processes, and data in one cloud platform to help keep everyone moving in the same direction, even when regulations or market conditions change.

Trusted for regulatory reporting

Join seven of the eight U.S. Global Systemically Important Bank (G-SIB) holding companies and more than 70% of U.S. federally mandated CCAR banks who rely on Workiva. We help modernize complex processes like Comprehensive Capital Analysis and Review and Dodd-Frank Act stress testing (DFAST) reporting, resolution and recovery planning, financial reporting, current expected credit losses (CECL), and internal audit management.

Link data, so you can easily update them across hundreds of pages
Roll forward large amounts of information painlessly, with formatting intact
Use permission settings to control who can see and edit specific sections
Capture a revision history to show who made changes and when
Embed comment threads within documents to track questions and responses
Save your sanity with certifications to get the sign-offs you need

Modernized risk reporting

Workiva provides a secure, collaborative cloud environment for risk report inventory and documentation challenges, including BCBS 239/Risk Data Aggregation and Risk Reporting (RDARR) activities.

By connecting data directly from source systems to your reporting environment, you can eliminate manual tasks that slow you down and are prone to error.

Bring data, documentation, artifacts, and final reports into a single, auditable location. Use and reuse information from this central, connected repository to provide consistent data and documentation across internal and external reports with less duplicative work. You control who can access, view, and edit whole documents or specific sections.

Built for proving compliance

Give complex processes a makeover, so you can trust the data in your reports and the processes that delivered them.

Simplify documentation

Nimbly combine data and narrative to manage risk in real time and demonstrate compliance with evolving global regulations.

Data linking, version control, and audit trails ensure consistency. Commenting within the platform allows you to track issues from identification to resolution. When ad hoc requests for information come in, you can shorten turnarounds by managing aggregated data at scale and preparing publish-ready reports and presentations with teammates, all in one platform.

It’s a better way to collect, assess, analyze, prioritize, and report both financial and risk data.

See what else you can do with us.

Investment Reporting

Insurance Reporting

Audit

ERM

Credit Union Call Reports

Policy and Procedure Management

It’s life-changing. I just review things faster, easier, quicker, because I know how to navigate through the tool, and I can find the source of information very quickly.

Stacy Gilbert

Senior Director of External Reporting and Accounting Policy

KeyBank