"I don't think you can do it without using a product like the Workiva platform. We went public with an Up-C corporate structure, and I don’t know how you would do it in a traditional model and meet your deadline."
"Before Workiva, we were coming in on nights and weekends to implement last-minute changes. With Workiva, we rarely need to."
"With Workiva, we have much more transparency and trust with our data. The consistency and integrity of the data is guaranteed throughout the reports, and this is a big benefit for us. It’s amazing to work with Workiva. It’s just a tremendous platform."
"We’re getting to what I like to call the critical thinking stage faster and identifying issues instead of spending time gathering data."
"Organizations typically take 50 to 100 hours per quarter to do these reviews. We now are able to do those reviews within three to five minutes."
“The Workiva platform has a long, long list of those out-of-the-box connections that make it very easy for companies to get their data into the platform."
"When I think of Workiva, I picture a highly competent platform that turns complex reporting into a smooth, confident process, helping teams collaborate effortlessly while staying fully in control by facilitating a smarter, faster, and more accurate reporting process."
"I’d recommend Workiva for anyone looking to scale within investment management, and more broadly across the financial services industry."
“The challenges we faced in our reporting were driven both by regulatory pressures and the rapid growth of our business, We needed to expand the volume of what we were producing to support the growth of the company, while increasing regulatory requirements meant the quality of our disclosures had to be second to none.”
"What is unique about Workiva AI is that your data stays protected and contained within the platform. It uses the information within the system itself, so you are assured that the data is secured. Your data is not going out."
"My longer-term goal is to have all our schools fully embedded on the platform—not just documenting their controls but uploading evidence and using it daily as part of their operations. That’s the vision: a global, unified, and actively used system of record for controls."
"One thing that stood out when we were evaluating platforms was that Workiva handled the entire process in one place."
"Transitioning from contributing to GE’s reports to creating our own standalone process was a big undertaking. For the first time, we managed the entire reporting cycle ourselves, involving 80 different stakeholders. We needed an efficient system that wasn’t overly burdensome, and the Workiva platform provided a great solution to streamline our efforts and provide a smooth, comprehensive reporting process."
“I’d just led a Workiva rollout before coming to Santander, I knew there was space here to do something similarly ambitious, and that the organization was ready for a change. I presented Workiva as a potential solution, highlighting the key benefits I’d already seen: the integration, the fluidity of data, and especially the speed with which we could prepare a report. I think the big appeal for us was the prospect of stepping out of the operational side of things and becoming more analytical, so we could dedicate more time learning about new regulations and creating better-prepared reports from a technical standpoint.”
"We were already successfully using the Workiva platform for financial reporting and controls, but we didn’t want to make our decision based on that factor alone. We did our own investigating, and found that Workiva was exactly what we needed."