Over-regulation jeopardizes growth and profitability in banking. Finance is tasked with balancing compliance costs with performance goals. Help is at hand: by automating regulatory reporting, end-to-end planning processes and profitability analysis, CCH Tagetik for Banking & Financial Services helps you meet regulatory mandates while freeing up time to focus on business performance.
With the digital shift to mobile banking, and the unprecedented need for convenience and speed, business agility is the new imperative. CCH Tagetik enables rapid, automated insights. Our intuitive dashboards, dynamic P&Ls, and responsive balance sheet plans update with real-time data so you can see loan deposits impacts, instrument profitability, and interest rate variances. Get compliant and drive profitable growth with CCH Tagetik.
3 reasons why CCH Tagetik for Banking & Financial Services lets you focus on your business
Forecast loan and deposit growth
Planners can forecast spreads for anticipated loan and deposit growth, compare different rates, and assess how results impact long range plans, the P&L, balance sheet, and cash flow.
Instrument-level planning
Use driver-based modeling to plan at any level. You can drill-down into instrument level details to see loan amounts and account details, then quickly adjust drivers and update forecasted loan payment cash flows.
Gain insights into portfolios
Get visibility into balance sheet details. Track the intricacies of each instrument’s interest rate, maturity, and payment stream with portfolio forecasting.
Explore the details of profitability
Navigate the FinTech disruption by knowing the true profitability of every branch, online channel, product, and customer. Leverage banking-specific expense drivers and pre-built revenue planning templates for OPEX, CAPEX, and payroll for more in-depth, comprehensive plans.
- Boost, branch, service, instrument profitability
- Play what-ifs to adjust interest rate drivers
- Detailed-level allocations for product costing
- Consolidated and statutory reporting
- Analyze pricing and margins scenarios
Get compliant with a trusted corporate performance solution
From consolidation, to portfolio forecasting, to statutory reporting, banks trust CCH Tagetik. Our solution centralizes and validates corporate information, all while maintaining the data's integrity using embedded banking intelligence. You’ll meet compliance requirements every step of the way.
- One solution for financial and statutory reporting
- Collaborate on transfer pricing options
- Integrated payroll and FTE Planning
- Get compliant via packaged regulatory solutions
- Improve transparency with integrated workflow
Toyota Finance has reduced the time on monthly reporting, while adding insightful and data-driven perspectives with implementing CCH® Tagetik
Toyota Finance has implemented CCH® Tagetik as a corporate performance management (CPM) platform. As a result, Toyota Finance has dramatically reduced the time its finance team spends on monthly financial data aggregation and reporting, while freeing up staff time to add insightful, data-driven perspectives to support business units in making more agile decisions.
Toyota Finance has reduced the time on monthly reporting, while adding insightful and data-driven perspectives with implementing CCH® Tagetik
Happy Customers
CCH Tagetik's CPM Solutions for Banking & Financial Services is trusted by leading companies across all industries.
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ABN Amro
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Acerta
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Aegon
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Erste Group
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BNP Paribas Real Estate UK
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Member 1st
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Rabobank
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Unicredit
With CCH Tagetik the sky is the limit for ABN AMRO
Learn how ABN AMRO automates transfer budgets from one entity to another with CCH Tagetik's Analytic Information Hub.
From SAP BPC to CCH® Tagetik: how Acerta improved efficiency and financial planning
From SAP BPC to CCH® Tagetik: how Acerta improved efficiency and financial planning
From SAP BPC to CCH Tagetik: How Acerta improved efficiency and financial planning
Acerta switched from SAP BPC to CCH Tagetik to improve
efficiency and enhance financial planning with a business-owned solution.
Empowering Aegon's business decisions with CCH® Tagetik's flexible financial reporting
Empowering Aegon's business decisions with CCH® Tagetik's flexible financial reporting
Empowering Aegon's business decisions with CCH® Tagetik's flexible financial reporting
Discover how CCH® Tagetik revolutionized Aegon Asset Management office of finance, enabling flexible financial reporting and data-driven decisions.
With CCH Tagetik, we can fulfill IFRS and FinRep requirements in a single application, while establishing a flexible framework for various tasks throughout the group. Since we can now quickly respond to new ex-ternal requirements and internal ad hoc inquiries, we feel well equipped for the future.
How BNP Paribas Real Estate UK revolutionized finance operations with CCH® Tagetik
Discover how BNP Paribas Real Estate UK transformed its finance operations with CCH® Tagetik, achieving efficiency, accuracy, and full end-to-end visibility.
How BNP Paribas Real Estate UK revolutionized finance operations with CCH® Tagetik
How BNP Paribas Real Estate UK revolutionized finance operations with CCH® Tagetik
Discover how BNP Paribas Real Estate UK transformed its finance operations with CCH® Tagetik, achieving efficiency, accuracy, and full end-to-end visibility.
Members 1st streamlines planning and reporting with CCH® Tagetik's AI-powered platform
Members 1st Federal Credit Union shares how AI powered planning in CCH Tagetik helped streamline reporting processes, improve efficiency, and support scalable financial growth.
Members 1st streamlines planning and reporting with CCH® Tagetik's AI-powered platform
Budgeting and Planning with AI Anomaly Detection
Members 1st Federal Credit Union shares how AI powered planning in CCH Tagetik helped streamline reporting processes, improve efficiency, and support scalable financial growth.
CCH Tagetik truly delivers a single source of truth on a single platform for all of our key financial data. It’s been a long-term goal to get there in finance, and it’s actually happening. Everyone is seeing the same data and presenting the same results.
UniCredit’s path to sustainability: Integrating ESG for empowered impact
UniCredit’s path to sustainability: Integrating ESG for empowered impact
UniCredit’s path to sustainability: Integrating ESG for empowered impact
Learn how UniCredit empowers communities and fosters sustainable practices through data integration.
CPM Solutions for Banking & Financial Services Resources
2025 Gartner® Magic Quadrant™ for Financial Planning Solutions
For the fifth year, Gartner® recognizes Wolters Kluwer as a Leader for its CCH® Tagetik expert solution. Learn why.
2025 Dresner Wisdom of Crowds® Enterprise Performance Management (EPM) Market Study
CCH Tagetik named an ‘Overall Leader’ in both the Customer Experience Model and Vendor Credibility Model.
Enhancing and accelerating Financial Accounting and Closing in financial institutions
How CCH Tagetik addresses key challenges.
Discover how to drive innovation with CCH Tagetik software solutions