Case Study: Leading Financial Institution achieves two-week process reduction and streamlined SOX reporting with Workiva (Wdesk)

Financial institution finds Wdesk for SOX

A leading U.S. financial institution that had been using Wdesk for SEC reporting and XBRL tagging faced a challenge streamlining its Sarbanes‑Oxley (SOX) documentation after a complete refresh of its five‑person SOX team. The previous process relied on back‑and‑forth emails and multiple versions of documents, making consolidated reporting and committee updates time‑consuming.

Workiva uploaded the company’s files, set up SOX reporting workspaces, and trained the team to use Wdesk for single‑version collaboration. By using linked documents, customizable dashboards, and ongoing customer‑success support, the team now produces quarterly steering and audit committee updates and cut about two weeks from its prior process.