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

Raymond James Bank streamlines board reporting with Workiva for 95 users

Raymond James Bank sought to improve its board reporting process, aiming to reduce risk and increase efficiency with existing technology. The bank chose Workiva's Internal Management Reporting solution to address these disconnected challenges.

Workiva provided a secure, cloud-based platform that enabled remote collaboration and allowed many users across the organization to work on reports. The solution delivered greater accuracy by linking text and numbers, instilling confidence in the board. This resulted in faster reporting by eliminating manual slide consolidation and was adopted by 95 users, which streamlined processes, reduced emails and meetings, and decreased potential risk.

Raymond James Bank