Case Study

Raymond James Bank Saves Time, Increases Accuracy with Workiva for Board Reporting

Raymond James Bank Saves Time, Increases Accuracy with Workiva for Board Reporting

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202011125-j135520 The information contained herein is proprietary to Workiva and cannot be copied, published, or distributed without express prior written consent. Copyright 2020 Workiva Inc. Workiva is a registered trademark of Workiva Inc. All rights reserved. Raymond James Bank Saves Time, Increases Accuracy with Workiva for Board Reporting ABOUT RAYMOND JAMES BANK Raymond James Bank is about more than just banking. Through a holistic approach to finance, they offer innovative and diversified products and services to the public and to clients of Raymond James Financial. Disconnected Challenges: Leadership was tasked with improving their board reporting process, looking at existing technology as a way to reduce risk and be more efficient. Why They Chose Workiva: • Accurate c

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