Case Study: Leading Financial Institution achieves streamlined, faster CCAR documentation and improved company-wide collaboration with Workiva (Wdesk)

Financial institution takes the wheel on CCAR

A leading U.S. financial institution hired a new program manager to oversee CCAR (Comprehensive Capital Analysis and Review) documentation but inherited an unfamiliar team, fragmented processes, and time-consuming manual tasks like consolidating information, formatting reports, and tracking sign-offs via email. The existing word‑processing and flowchart tools didn’t support efficient version control or cross‑team collaboration.

The team adopted the cloud-based Wdesk platform and its Certification module to create, format, and manage CCAR reports in a single location. Automation of reminders and a centralized dashboard streamlined sign-offs, linked process flows with narrative updates, improved collaboration across business units, and delivered faster, more auditable CCAR documentation.