Case Study: Origin Bank saves time and speeds reporting with Workiva Wdesk

A Workiva Case Study

Origin Bank saves 30 days on annual reporting with Workiva

Origin Bank, a private financial institution, faced inefficiencies in its financial reporting process. The team manually entered data into Word documents and spent 3-4 days each cycle verifying numbers for consistency. To address this challenge, they implemented Wdesk from Workiva.

The Workiva solution provided a single, cloud-based platform for creating reports and managing supporting documentation. This streamlined collaboration with auditors and reduced manual work. As a result, Origin Bank cut its annual report processing time significantly, delivering one report a full 30 days earlier than the previous year, which saved the company both time and money.


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