Case Study: Western U.S. Regional Bank achieves SEC reporting efficiency and avoids filing burnout with Workiva

Bank Avoids SEC Filing Burnout by Connecting Data

A western U.S. regional bank faced recurring burnout and inefficiency during quarterly SEC reporting: a small, busy staff was forced into long, concentrated workweeks to assemble 10‑Q and 10‑K disclosures, and reliance on a traditional printer made corrections costly and slow. The corporate controller needed a sustainable, technology-driven way to meet complex disclosure requirements on time without overworking employees.

The bank adopted the Workiva connected reporting platform to centralize data, link figures across documents, and provide audit trails, comments, blacklines, and access controls so teams and auditors could collaborate remotely and securely. The result: faster, more controlled filings (including earnings releases and large stress‑test reports), eliminated printer correction fees, reduced overtime and burnout risk, and better flexibility to handle evolving regulations.