金融数据的未来：推动运营和监管绩效的集中化策略

Partner insights fromPresented by Banks must focus onstandardization and move toa best-in-class technologystack that unifies balancesheet and instrument-level data for centralizedanalysis.”—Adam Scheidler,Vice President of WorkdayFinancial Services, CrossVue“ 1 will manage the organization's people, its money as well as its digital workforce, which is unique,” said Gahagan.Customers Bank, a Pennsylvania-based financial institution with over $22 billion in assets and 800 employees, sharedits transformation journey during the session. “We are lean and that’s intentional. We like to think of ourselves as atechnology forward organization,” said Zook, who engaged with Workday to modernize its tech stack.Before adopting Workday, Customers Bank relied on over seven disparate systems. “We wanted an integrated solutionwhere data could be shared more readily across functions,” Zook explained. “Our focus has been on continuouslySpeakersJim GahaganSenior Industry Director, FinancialServices Solution MarketingWorkdayAdam ScheidlerVice President, Workday Financial ServicesCrossVueJohn ZookDirector, FinanceCustomers Bank From regulatory shifts to the rise in AI driven finance, Adamemphasized that 2025 is really all about finding quick areas fortransformation. “Modern financial software can really help you stayahead of the curve. Centralized real-time data is becoming the enginebehind smarter and faster decisions in banking,” he said.Workday's Role in Enabling TransformationWorkday is at the forefront of helping financial institutions addressthese challenges. With over 1,500 financial services customersworldwide, the company’s platform integrates finance and humanresources capabilities—and supports innovation through partnerslike CrossVue, which helps companies deploy and optimize Workdaysystems.One example of this innovation is CrossVue’s banking industryaccelerator platform offering, BankVue, available on WorkdayMarketplace. Designed specifically for banks and credit unions,BankVue accelerates Workday deployments with industry-leadingFoundation Data Model standards, key Accounting Center use cases,and built-in reporting and analytics. It enhances deployment quality,speeds time to value, and maximizes return on investment from dayone.“Workday offers a way to manage people and money together.Customers doing this are unlocking performance, transformation, andagility,” said Gahagan.Workday has built AI into its core platform, Workday Illuminate, whichaccelerates manual tasks, assists end users and ultimately allowsclients to transform their entire business processes. “We've recentlyannounced an agent system of record within Illuminate. WorkdayAdditionally, the platform is incredibly scalable.Real-World Impact: Customers Bank’s Experienceimproving processes to deliver more timely, reliable data that enables better business decisions.” 2 The results have been impressive. Customers Bank now has:•A single source of financial truth•Reduced manual processes•Real-time visibility into product and portfolio data•Shortened month-end close—from 10 days to 5•Saved over 100 hours monthly using Workday’s Accounting CenterCrossVue, the bank’s implementation partner, leveraged BankVue to make Customers’ transformation successful andcontinues to provide seamless post-production support. “We rely on them less as we’ve become more comfortable withthe platform, but they remain a valuable partner when needed,” said Zook.Gaining Confidence Through CentralizationThe most significant benefit for Customers Bank? Confidence in their data. “This allows our leadership to make betterdecisions and achieve profitability goals,” Zook said. “We’re seeing ongoing gains through automation and consolidation.We expect to save over 5,000 hours of accounting time annually—that’s the equivalent of two and a half full-timeemployees we can now reallocate to higher-value work.”About WorkdayWorkday is helping banks and financial institutions realize the benefits of cloud-based solutionsto help improve operational efficiency, adapt quickly to fluctuating demands, and gain deeperinsights across the organization. Ready to join them? Find out how a unified system for finance,HR, planning, and analytics can help your organization reduce the impact of potential disruptionsand empower workers with the right skills and information to tackle change. To learn more, visit:workday.com/banking.About CrossVueCrossVue is a boutique consulting firm and trusted Workday partner for over a decade,specializing in deploying Workday solutions for organizations in regulated industries. As acertified Workday Sales, Services, and Innovation Partner, they combine deep industry insight,technical excellence, and a shared approach to deliver end-to-end solutions—from strategicconsulting to purpose-built products. Discover how we help organizations see clear across theenterprise atcrossvue.com.