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Financial Services

Today’s financial services firms face constant change—driven by increased regulatory reform and scrutiny, disruptive technology, and a battle for talent. These pressures require financial executives to continually respond to change and re-examine their businesses to achieve top-line growth and greater operational efficiencies.  

Workday helps financial institutions adapt and thrive by increasing business agility. By connecting talent data to financial results, Workday provides real-time strategic insight and data ownership to financial institutions.

See Workday applications for financial services.

Some of the world’s leading financial services companies use Workday.
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A business platform for growth and agility in the face of change.

Workday’s unified system enables financial institutions to stay agile in an ever-changing market landscape. With Workday, financial institutions can adapt their business models as the market or business demands and, at the same time, nurture talent that gives your enterprise a competitive advantage to secure scarce talent resources. Workday’s ability to quickly configure hierarchies, processes, and reporting across the entire system allows financial institutions to quickly respond to external and internal changes, such as mergers and acquisitions, management, and staffing changes, or interest rate fluctuations.    

With Workday, financial institutions gain real-time transparency into their financial  data, which enables improved regulatory compliance with their required capital ratios. The ability to build regulatory reports on multiple dimensions is simple and easy, reducing the need to rely on other systems to aggregate and package the data needed for the statutory reporting. In addition, Workday’s superior security and auditability capabilities, designed post-Sarbanes Oxley, enable financial institutions to efficiently meet compliance requirements.

With Workday you can:

  • Utilize our modern user experience and mobile capabilities to reduce manual processes and equip employees with next-generation tools.
  • Simplify complexity with a unified suite of enterprise cloud applications—financial management, human capital management, payroll, expenses, and analytics—with built-in updates and continuous innovation.
  • Identify, find, develop, and retain top performers across sales, management, and revenue-generating positions to gain a competitive edge.
  • Keep pace with regulatory, compliance, and audit needs.


Workday is equipped to meet the unique and evolving needs of financial services. Our unified applications are infinitely flexible, extremely intuitive, and incredibly powerful.

Financial Management

With a full range of financial capabilities, real-time business insight, and fully auditable process management, Workday Financial Management transforms enterprise finance.

  • Accounting and Finance
  • Management Reporting
  • Expenses
  • Procurement
  • Inventory
  • Projects
  • Projects Billing
Human Capital Management

Designed to adapt as your organization evolves, Workday Human Capital Management helps you organize, staff, pay, and develop your global workforce.

  • Human Resource Management
  • Compensation
  • Benefits
  • Talent
  • Recruiting
  • Payroll
  • Time and Absence
  • Learning

Built to enable collaborative planning, budgeting, and forecasting, Workday Planning helps you create enterprise financial and workforce plans that improve organizational performance.


The world’s leading companies trust Workday as their enterprise cloud suite, supporting breakthrough results in financial management and human capital management across a wide range of challenges and industries.

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I now have the ability to go to a transactional-level tool that's able to provide analytics.

Laurie Meissner

SVP, Global Controller, Aon