CCH® Tagetik Global inTouch 2026: Showcasing Expert AI for the CFO

The transition from reactive reporting to proactive orchestration requires more than new features: it requires a governed data foundation. Wolters Kluwer has announced the 20th anniversary of its Global inTouch series, scheduled for May 19–21, 2026, in Lucca, Italy. For the CFO’s office, this event represents a significant market signal. The theme, Own the Future, highlights a pivot from traditional corporate performance management toward Expert AI.

For finance leaders, the era of manual variance analysis and disconnected planning is coming to an end. The challenge is no longer about finding the right tool; it is about ensuring your data architecture is robust enough to support autonomous processes without compromising audit readiness or security.

The Shift Toward an Agentic Experience

The primary innovation is the shift toward an agentic experience. Rather than having finance teams search through spreadsheets for errors, the platform is moving toward a model where AI agents act as proactive allies.

“Global inTouch 2026 shows how Expert AI is embedded directly into finance processes to help teams detect risk earlier, explain performance clearly, and take action with confidence and control.”

Key capabilities showcased this year include the Planning Sentinel, which involves AI agents that continuously monitor performance, explain variances through automated narratives, and simulate alternative scenarios.

Addressing Practical Hurdles in Modern Finance

While AI is the focal point, the underlying platform updates address the practical hurdles of modern finance, including:

• IFRS 18 Compliance: Expanded capabilities for restatements and ready-to-use reporting structures.
• Touchless Reconciliation: Reducing friction during the month-end close.
• Open Connectivity: Native integration with Snowflake, Databricks, and Google BigQuery.
• Real-time Reporting: Seamless automation within Excel 365 and PowerPoint 365.

CRMT: 20 Years of Expertise and 15 Years of Partnership

At CRMT, we view these innovations as powerful accelerators. For 20 years, we have been helping companies navigate the complexities of data, and for 15 of those years, we have stood firmly as a business partner and representative of CCH® Tagetik.

We chose to represent CCH® Tagetik because we believe in their solutions. Our long-term partnership is built on the proven ability of this platform to transform the office of finance into a strategic powerhouse. Our role is to help you translate these vendor capabilities into a secure, governed foundation, ensuring that when an AI agent explains a variance, the logic is transparent, auditable, and trusted by the board.

Join Us in Lucca – We Are Proud Silver Sponsors!

As a Silver Sponsor of the CCH® Tagetik Global inTouch 2026 conference, we are excited to witness the next generation of finance technology alongside our partners and clients.

We cordially invite our clients to join us in Lucca from May 19 to 21. This is a unique opportunity to:

1. Explore over 100 breakout sessions across specialized tracks (Ignite, Build, Master, Deliver).
2. Experience hands-on learning in the Empowerment Zone.
3. Connect with the CRMT team to discuss how 15 years of Tagetik expertise can help you implement these new AI features.