Case Study: World’s Largest Financial Institution streamlines data collection with Workiva Wdesk

World’s Largest Financial Institution - Customer Case Study

The World’s Largest Financial Institution needed a better way to collect data for its quarterly and annual reports from hundreds of contributors across the globe. Although it already used Workiva’s Wdesk for SEC reporting, the team still relied on a highly manual, email-based process that made tracking updates, accuracy, and accountability difficult.

Workiva implemented Wdesk Data Collection to centralize requests, link incoming data directly to workbooks and reports, and automatically update files as numbers changed. The result was a more secure and transparent workflow, with detailed source tracking and timestamps, and the reporting team saved about 20 hours per person per week during the reporting period while filing earlier and working more efficiently.