Case Study: Raymond James Bank achieves faster, more accurate board reporting with Workiva

Raymond James Bank Saves Time, Increases Accuracy with Workiva for Board Reporting

Raymond James Bank, a full‑service financial institution, faced a disjointed board reporting process that created risk and wasted time. Leadership sought a technology solution to improve accuracy, streamline collaboration, and eliminate manual consolidation work that slowed decision‑making.

They implemented Workiva’s cloud platform to provide stronger governance, secure access for many users, and remote collaboration. The result was linked text and numbers that increased confidence in reports, faster production by removing manual slide consolidation and reusing frameworks, and broad adoption by about 95 users—streamlining processes, reducing meetings and emails, and lowering process risk.

Raymond James Bank

Kelly Hermes

Vice President - Project Management Office