CCH® Tagetik Intelligent Platform with Expert AI Recognised as a Leader in 2026 Nucleus Research CPM Value Matrix

For finance leaders, selecting a Corporate Performance Management platform is rarely about chasing the newest trend. It is about balancing innovation with stability. Wolters Kluwer has announced that its CCH® Tagetik Intelligent Platform with Expert AI has been recognised as a leader in the 2026 Nucleus Research CPM Technology Value Matrix for the sixth consecutive year.

This continuity is a critical market signal. It confirms that the platform is actively defining the roadmap for agentic workflows and integrated reporting. The latest report highlights the strength of the comprehensive portfolio.

CCH® Tagetik delivers agentic workflows purpose-built for finance. Designed to think, collaborate, and execute across all CPM processes, Expert AI uses its Finance Brain™ to learn from customer data and workflows, applying financial logic to provide clear, context-aware insights.

“Being recognized for the sixth consecutive year by Nucleus Research underscores the strong momentum behind CCH® Tagetik. As we accelerate toward an agentic AI‑powered platform, we are giving CFOs the simplicity and innovation of SaaS, with the flexibility and control CIOs expect from cloud infrastructure.”

Madhur Aggarwal, Executive Vice President (EVP) & General Manager, Wolters Kluwer Corporate Performance Management (CPM)

Innovations Aligned with Client Challenges

In 2026, Nucleus Research highlighted innovations that align with the challenges our clients face daily. Wolters Kluwer expanded AI-supported analytics in CCH® Tagetik Expert AI, extending generative AI capabilities to enable advanced analytics and collaboration via an Excel 365 add-in and Microsoft SharePoint integration. This ensures advanced analytics meet finance users where they actually work rather than forcing them into a separate silo.

Data integration capabilities were also expanded to support AI-ready data pipelines, including deeper integration with Snowflake and Google BigQuery. This addresses the perennial headache of data lineage without the need for fragile custom-coded bridges. Furthermore, ESG functionality was expanded to support sustainability planning and additional regulatory requirements, including California climate disclosure rules, CSRD, and EU taxonomy alignment. Additionally, corporate tax capabilities were extended with an Operational Transfer Pricing solution, enabling closer alignment between tax planning and financial data.

“Each year, Nucleus Research assesses CPM vendors through customer input, hands‑on evaluations, and real‑world demonstrations of product value. This year, CCH Tagetik continues to distinguish itself with meaningful advancements in AI, usability, and connected CPM capabilities.”

Rebecca Kennedy, Research Analyst, Nucleus Research

Governance and Implementation

A leader designation validates the technology, but it does not automatically guarantee success within your organisation. The best software in the world can still fail if it is implemented without a governance-first mindset. At CRMT, we see the updates as a powerful toolkit. However, tools require skilled architects. The shift towards agentic AI and deeper data integration creates a need for stronger internal controls. You must ensure that when the Finance Brain executes a process, the audit trail remains pristine and the underlying data is accurate.

We help you translate these vendor innovations into a stable operational reality. We focus on bridging the gap between the software’s capabilities and your specific reporting requirements, ensuring that new features such as AI analytics enhance your control framework rather than complicate it. If you are considering leveraging these new AI capabilities or integrating your ESG reporting into your core finance loops, you cannot rely on default configurations alone.