I like that Workiva keeps our confidential securities records in one place, tracks information entered for filings, and maintains historical information for our Section 16 filers. The interface is user-friendly, so I can find information without searching through complicated steps. I also value the AI tool as a second check that can give input and free up some research time. Workiva lets me transmit filings when I’m ready and confident the information is accurate, and I value being able to view reports, summaries, and charts to locate recent filings. The setup was straightforward, we had a great support person from the beginning, and I felt we had a good relationship with Workiva and our internal team.

What I like most about Workiva is how it brings data, narrative, and collaboration together in a single, controlled environment.

Everyone I have worked with over the years has been wonderful to work with. The platform is user friendly and always evolving.