Workday Consulting for Banks and Financial Services

This service is for financial services organisations evaluating or improving Workday, not consumers seeking banking or investment advice. Discuss the finance, HR and operational processes your programme needs to support.

Financial Management requirements

Define entity structures, financial reporting, close processes, approval responsibilities and the audit evidence required by your organisation. Explore Workday Financial Management consulting for the finance workstream.

Integration, data and access controls

Map the systems exchanging data with Workday and agree data ownership, reconciliations and failure handling. Document access and segregation-of-duties requirements with your control owners. Discuss integration consulting and Workday security consulting without assuming configuration alone guarantees regulatory compliance.

Planning and operational support

Connect forecasting requirements to the finance operating model through Adaptive Planning consulting. For an existing tenant, distinguish a bounded optimisation project from managed services with defined ownership and support scope.

Scope a financial services engagement

Share your modules, entities, countries, source systems, programme stage and target outcomes. US and UK stakeholders should identify their own reporting and control requirements. Discuss your enterprise Workday project; do not send customer account information or confidential records through the public form.