FinanceDecember 23, 2025

Innovation fit for Finance: our customers made us Leaders

Recognition is earned. Purpose is chosen. 

At Wolters Kluwer, CCH® Tagetik, we innovate with a simple, unwavering purpose: deliver real, measurable value to finance leaders. We listen first. We build what matters. And because we put customers at the center of everything - from roadmap to rollout - we’re proud to be recognized as a leader by renowned, top global analysts. 

Thank you to our customers and partners. Your challenges, ideas, and feedback shape our innovations – and together, we set the pace for the Office of the CFO. 

Recognized leadership for innovation that serves real Finance needs 

In 2025, leading analyst firms consistently recognized CCH Tagetik for excellence across corporate performance management (CPM) and financial management software. Highlights include: 

Gartner® Magic Quadrant™: double Leader in FP&A and Financial Close & Consolidation 

Finance excellence demands a leader - make that a double leader. Wolters Kluwer has been named a Leader 5X in the Gartner Magic Quadrant for Financial Planning Software and the Gartner Magic Quadrant for Financial Close and Consolidation Solutions. 
Our position reflects Ability to Execute and Completeness of Vision, powered by the CCH Tagetik Intelligent Platform with advanced AI.   

CCH Tagetik Financial Planning delivers:

  • AI-driven enterprise-wide budgeting, planning and forecasting 
  • Low-code/no-code advanced scenario modelling and analysis 
  • Automated AI anomaly detection and self-serve analytics 
  • GenAI-assisted insights that democratize financial data

CCH Tagetik Financial Close delivers:

  • Comprehensive close for complex, multi-GAAP and IFRS, global and regional reporting requirements  
  • AI and GenAI for transaction matching, outlier detection, and predictive insights, enhancing accuracy and speed 
  • Augmented core close capabilities with adjacent processes like ESG, sustainability, tax, and regulatory reporting 

These capabilities help finance teams accelerate cycles, sharpen accuracy, and make smarter, faster decisions

BPM Partners: premier Leader—Dominant in Outstanding (4.77/5) 

In the 2025 BPM Partners Vendor Landscape Matrix, CCH Tagetik earned Premier Leader status with a Dominant position in the Outstanding category—scoring 4.77/5, a significant leap from last year’s Excellent category. 

Why it matters: customers give us a 97% recommendation rate and rate us highly for: 

  • Comprehensive AI-powered planning and flexibility 
  • Financial Planning with IBP and customer driven enhancements like ESG sustainability planning 
  • Consistent delivery of customer value 

Dresner Advisory Services: #1 in Financial Close, Consolidation & Reporting (FCCR) 

CCH Tagetik ranked first in the 2025 Wisdom of Crowds® FCCR Market Study. 
What sets us apart: 

  • AI-driven automation that boosts speed and accuracy 
  • GenAI narrative reporting for instant insight 
  • Scalability for global complexity 
  • End-to-end coverage from transaction matching to ESG and disclosure management 

Nucleus Research: another 5X accolade - Leader for the 5th consecutive year 

For the fifth year running, the Nucleus Research CPM Technology Value Matrix recognizes CCH Tagetik as a Leader, highlighting innovation and tangible ROI. 
Key advances include: 

  • CCH Tagetik Intelligent Platform for efficiency, accuracy, and strategic decision-making
  • Objective AI: AI Automapping, AI Anomaly Detection, and AI Driver-Based Analysis 
  • Ask AI: GenAI-powered, real-time, visual answers to text or voice queries for self-service analytics 
  • New solutions: Intelligent Disclosure, ESG for Carbon Emissions, and Group Tax Provision & Reporting 
  • Enhanced UI/UX: customizable homepages, a new process hub, and visual dashboards integrated with Ask AI 
  • Extended Planning across FP&A, sales, marketing, workforce, IT, and supply chain 

“With continued investments in innovation in areas such as AI, CPM solutions, and usability, the CCH Tagetik Intelligent Platform is likely to deliver organizations substantial ROI globally.” 
— Rebecca Kennedy, Research Analyst, Nucleus Research 

Innovation with a purpose: built for the Office of the CFO 

Our roadmap isn’t driven by analyst opinions—it’s shaped by our customers. We invest for impact: 

  • More than half of our resources are dedicated to R&D—not just marketing—ensuring steady innovation and long-term customer success. 
  • As part of Wolters Kluwer, we leverage a trusted AI Center of Excellence to deliver ethical, responsible, and practical AI that works for finance. 
  • Our unified platform is robust, comprehensive, and highly configurable, empowering teams to transform finance operations on their own terms. 

Practical, user-centric AI: no complexity required. 

Users don’t select or configure “agents.” Our AI adapts contextually to goals, with pervasive capabilities across platform, solution, data, and analytics layers. Our roadmap is focused on a touchless close and autonomous planning, so finance teams can do more, with fewer manual steps. 

Solution
CCH® Tagetik
Corporate Performance Management

Go beyond traditional Corporate Performance Management (CPM) software with a strategic and intelligent platform.

Drive innovation with CCH® Tagetik

Why 2,000+ customers trust CCH Tagetik 

Expertise that extends your team. 

Our passionate people and global partner ecosystem tailor solutions to fit each environment, acting as an extension of your team to ensure successful implementations everywhere. 

Flexibility and power. 

Deploy on AWS, Azure, or your own environment, the choice is yours and our vision is to be hyperscaler agnostic. With low-code/no-code configurability, the platform grows with you—unlike setups that force everything up front. 

Proven track record. 

We continuously embed new technologies and expand solutions in direct response to evolving customer needs across financial close, consolidation, FP&A, regulatory compliance, corporate tax, and ESG. 

Winning where it counts

When competing head-to-head, customers choose CCH Tagetik for: 

  • Comprehensive unified CPM platform: financial close & consolidation, financial and operational planning, ESG and regulatory 
  • AI innovation built for finance:  embedded AI that delivers accuracy and efficiency 
  • Choice & control: cloud freedom across major hyperscalers or private environments 
  • Total cost of ownership (TCO): a platform that scales with complexity without rework 
  • Steady innovation: trusted, responsible AI underpinned by Wolters Kluwer’s governance and expertise 

See the difference for yourself. 

We encourage prospects to test our platform against competitors. In workshops and proofs of concept, we consistently outperform, helping organizations distinguish genuine capabilities from marketing claims

Thank you to our customers:  we lead because you lead 

Our leadership with Gartner, BPM Partners, Dresner Advisory Services, and Nucleus Research reflects your trust and partnership. Your priorities shape our product. Your outcomes define our success. We’ll keep innovating fit for finance—with purpose—so you can plan with confidence, close with speed, and steer your business with clarity. 

Together, we’re shaping the future of financial management.  

Discover all our accolades from leading industry analysts.

Leslie Cant
Product Marketing Director - CCH Tagetik

As Product Marketing Director, Leslie is responsible for the global product marketing strategy including product positioning, analyst relationships, content creation, sales enablement, and thought leadership.  Leslie joined CCH Tagetik in 2017 after spending 14 years in the Corporate Performance Management and Corporate Tax markets helping clients streamline their financial processes in her various roles in Product Marketing, Product Management and Client Services. 

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