Case Study: Amalgamated Bank synchronizes sustainability, GRC, and SEC reporting with Workiva

Amalgamated Bank saves time and reduces risk with Workiva

Amalgamated Bank, an ethical banking leader, needed a solution to integrate its financial reporting, sustainability (ESG), and audit and risk (GRC) teams to improve collaboration, reduce risk, and increase accuracy. The bank sought more than a document repository and required integrated workspaces to synchronize these critical functions. They partnered with vendor Workiva to use its unified platform for SEC reporting, sustainability reporting, and enterprise risk management.

Workiva provided a unified platform that automated manual processes and created a secure control environment for data. The solution enabled seamless information flow between teams, improved data quality for ESG reporting, and streamlined audit workflows. As a result, Amalgamated Bank achieved significant efficiency gains, reduced the risk of errors, and realized considerable time savings, allowing them to confidently communicate their performance to investors and the board.

Amalgamated Bank