Case Study

Firms Choose Workiva for Bank, Fund, and Insurance Reporting

Firms Choose Workiva for Bank, Fund, and Insurance Reporting

Pages 4 Pages

Firms Choose Workiva for Bank, Fund, and Insurance ReportingWorkiva has helped the insurance company automate manual tasks to improve efficiency and reduce the risk of errors in reporting by accounting, finance, and compliance teams. “Instead of spending a lot of time verifying that information is correct in our presentation deck, I can look at the analytics and the variances that we’re seeing,” a senior accountant at the insurance company said. Rather than compiling information on premiums and changes in reserves, he can spend more time exploring what is causing the changes and providing more valuable insights, he said. “I think Workiva has brought information forward quicker,” he said. “Management is always looking for information as soon as possible. So, if you can

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