For many Finance leaders, the journey to the cloud hits a predictable roadblock: the security review. While the management and CFOs push for agility, advanced analytics, and AI, the IT and Risk departments understandably scrutinise data sovereignty, cyber threats, and regulatory exposure. The recent announcements from Wolters Kluwer regarding CCH Tagetik are significant not simply because of the certifications themselves, but because they provide Finance leaders with credible, externally validated evidence to support internal security and procurement discussions.
CCH Tagetik has achieved the IBM Cloud for Financial Services Validated designation and the AirCyber Gold Certification. For organisations evaluating finance modernisation, this marks a shift in the conversation from “Is this platform secure enough?” to “How do we design and deploy it correctly?”
These validations do not remove the need for internal security and risk assessments, but they can materially reduce the burden of proof by providing recognised frameworks and documented controls that IT, Risk, and Procurement teams typically require.
The Foundation of Investor-Grade Reporting
In the current landscape, security is rarely a supplementary feature: it is the foundation of investor-grade reporting. When you are managing consolidation, ESG data, and profitability analysis, the integrity of that data is paramount. The new validations offer tangible benefits for your modernisation strategy:
- IBM Cloud Validation: This confirms that CCH Tagetik meets rigorous financial services industry controls, significantly reducing the burden of proof during your internal procurement and security audits.
- AirCyber Gold Certification: This demonstrates operational maturity, proving that the platform defences extend beyond software code to include comprehensive supply chain and operational safeguards.
- Embedded Audit Trails: With these controls embedded, the audit trail for your technology stack is largely prepared in advance. This allows your team to focus on the financial numbers rather than the technical infrastructure supporting them.
These capabilities are particularly relevant for modernisation initiatives spanning close and consolidation, planning, profitability management, and regulatory and ESG reporting, where auditability and data traceability are under constant pressure.
Secure by Design
The traditional view suggests that high security slows down deployment. However, the CCH Tagetik secure-by-design framework flips this dynamic. By leveraging a platform with robust cybersecurity controls aligned with global standards, organisations can adopt the cloud with confidence. You can move sensitive financial and operational workflows off-premises without compromising data protection.
This also enables the safe use of AI. As you leverage embedded AI for forecasting and anomaly detection, these security layers ensure your data models remain protected and governed. Furthermore, standardised controls mean less time spent mapping software capabilities to regulatory requirements and more time on strategic analysis.
Architecture and Implementation with CRMT
While the vendor provides a secure platform, the security of your solution depends on its architecture and implementation. At CRMT, we view these certifications as the baseline. Our role is to build upon this foundation to ensure your specific implementation is robust:
- Granular Access Control: We design security models that ensure users see only the data relevant to their roles, preventing internal data leaks.
- Data Lineage and Integration: We ensure that as data flows from your ERP to CCH Tagetik and out to BI tools, it remains encrypted and traceable.
- Process Governance: We configure the workflow to enforce segregation of duties, ensuring that the person creating a journal entry is not the same person approving it. We bridge the gap between software capabilities and your organisation’s specific risk policies.
Beyond application controls, successful cloud adoption also depends on operational security maturity. Continuous monitoring, incident response processes, and security operations coverage are critical when finance platforms become part of the core enterprise technology stack.
From Security Review to Confident Execution
If you are navigating the complexities of a cloud migration or facing scrutiny from your IT Risk committee, the conversation has just become easier. CRMT helps you design a governance-focused architecture that satisfies IT requirements while delivering the agility Finance demands.