Case Study: Investec achieves control and confidence in financial reporting with Workiva

Why Investec Uses the Workiva Platform for Financial Reporting

Investec, an Anglo–South African banking and wealth management group dual-listed on the Johannesburg and London stock exchanges, needed to overhaul a manual, error-prone financial reporting process. The reporting team faced version-control issues, inconsistent data, limited blacklining, and the complexity of meeting multiple regulatory mandates across jurisdictions, which left them feeling out of control and slowed by lengthy cross-referencing and wait times.

In 2020 Investec implemented the Workiva cloud platform, giving the team a single, connected workspace with data traceability, blacklining, sync/publish functionality, and 24/7 access and support. The change restored control and accountability, improved collaboration and efficiency, eliminated risky manual steps, and delivered consistent, confident financial and regulatory reports for investors and regulators.

Investec

Sheree Schroeder

Risk Reporting Analyst