Case Study: KeyBank streamlines accounting policies and procedures with Workiva

KeyBank improves policy reviews with Workiva and saves team time for higher-value work

KeyBank, a major regional bank, faced a clunky and inefficient manual process for managing its corporate accounting policies. This involved numerous emails and lacked clear audit trails, collaboration, and accountability. The bank turned to Workiva and its Wdesk platform to modernize this critical financial operation.

By implementing Workiva's solution, KeyBank centralized its policy management into one collaborative digital space. This provided a clear audit trail for changes, streamlined reviews, and increased stakeholder accountability. Workiva enabled the accounting policy team to transform their processes, freeing up time for more value-add projects and allowing for a comprehensive review to make policies more user-friendly and robust.

KeyBank