Workiva Inc. (WK) Discusses AI Roadmap Priorities and Platform Innovations Prepared Remarks Transcript

SA Transcripts159.11K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Workiva Inc. (WK) Discusses AI Roadmap Priorities and Platform Innovations March 25, 2026 2:00 PM EDT Company Participants Johna MorrisKevin Walker Presentation Johna Morris Hello, and welcome to today's webinar, What's Next on the Workiva AI Roadmap For 2026. At the bottom of your screen are multiple application engagement tools that you can use. All the engagement tools are resizable and movable, so feel free to move them around to get the most out of your desktop space. [Operator Instructions]. Anything we're unable to answer today, we will be sure to follow up post event. Quick introductions. I'm Johna Morris, Director of Platform Product Marketing for Workiva AI; and I'm lucky enough to be joined by Kevin Walker, a Senior Product Manager on the Workiva AI team. And before we begin, what we share today is confidential and reflects our current plans and priorities shared for informational purposes only and not as a binding commitment. The development, release and timing of features remains at Workiva's sole discretion. So let's get into the fun stuff. So our investments across our Workiva AI portfolio are grounded in 3 core priorities that ensure we focus on the biggest opportunities to accelerate your performance. The first is agentic augmentation. Think of this as AI that automates complex manual tasks while keeping you in control. For you, that means less time spent assembling reports and more time interpreting results and driving strategy. You'll see faster reporting cycles and higher confidence and accuracy. The second is contextual intelligence. Think of this as AI that's embedded throughout your workflows and grounded in your own trusted data. It understands what they're working on and where that data comes from. So the insights you receive are relevant and reliable. For you, that means less time with manual data reconciliation and more time spent acting on insight instead of chasing it.