Case Study: Wintrust Financial Corporation streamlines management reporting with Workiva

Wintrust Financial streamlines management reporting with Workiva and cuts manual work

Wintrust Financial Corporation's FP&A team faced challenges with manual, time-consuming processes for creating management reports. This led to version control issues and limited collaboration, slowing down their workflow. To address this, they expanded their use of the Workiva platform beyond their existing SEC and SOX compliance work.

By implementing Workiva for management reporting, Wintrust gained the benefits of automatically linked data, which eliminated manual updates and ensured accuracy across all documents. The Workiva solution provided a streamlined process, enhanced collaboration by allowing multiple contributors to work simultaneously, and delivered full transparency with audit trails. Executives were thrilled with the results, which included significantly less manual work and greater confidence in their reporting.