Case Study: Regional Community Bank achieves streamlined, secure certifications and saves time with Workiva

Regional bank gives credit to Certification

A regional community bank with several hundred branches across four states was relying on spreadsheets and email to collect sign‑offs and certifications for SEC and regulatory reports. The manual process involved more than 60 contributors, was time‑consuming to track, lacked security controls, and offered limited visibility into outstanding items.

The bank implemented Wdesk with Certification to automate secure email requests, provide customizable instructions, and display progress on dashboards. The roll‑forward process and automated reminders cut prep time (about 10 hours saved on 10‑Q certification), improved accuracy and accountability, and extended efficiency gains to SOX, accounts payable, fixed assets and project cost certifications.