Case Study: Wintrust Financial Corporation streamlines FP&A and reporting with Workiva

Wintrust Financial Corporation streamlines DFAST with Workiva

Wintrust Financial Corporation, a bank, struggled with manual tasks that significantly slowed down its DFAST (Dodd-Frank Act Stress Testing) process. To address this challenge, the company turned to Workiva and its Wdesk platform.

Workiva implemented a solution that linked data to update automatically across multiple documents, eliminating manual errors. The vendor's consultants also provided a streamlined process. As a result, executives were thrilled with the efficiency gains for DFAST, and the customer gained peace of mind through features like robust data linking, seamless collaboration, and strong governance with a clear audit trail.