Strategy is once again bringing Strategy World Vienna to the Austrian capital. This year, the event will take place earlier than in previous years, with the Vienna edition scheduled for May 20, 2026.

Strategy World Vienna will gather data, AI, and analytics professionals for a day focused on current trends, practical insights, and conversations on the future of business intelligence and analytics. The event is designed for professionals from a broader region who want to stay up to date on the latest developments in data-driven decision-making.

Attendees can look forward to expert discussions, valuable networking opportunities, and fresh perspectives on how AI continues to shape modern analytics. Set in the heart of Vienna, the event also offers the chance to connect with peers and industry experts in one of the region’s most dynamic business and technology hubs.

We would be very pleased to see you there. If you are attending, be sure to contact us in advance!

What?

Strategy World Vienna 2026

Save the date!

May 20th 2026

Where?

Hyatt Regency (former Andaz Vienna)

Agenda

Agenda is subject to change. Visit their page to learn more

CRMT will be attending the event

If you are also planning to join, we would be glad to connect with you in Vienna. Reach out to us in advance, and let’s take the opportunity to meet and exchange insights during the event.

Don’t miss this chance to be part of the conversation that is shaping the future of AI and analytics.

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Advancing Financial Intelligence with Expert AI

The 2026 report also highlights CCH® Tagetik Expert AI, which is not a mere chatbot but a sophisticated system powered by a “Finance Brain”, designed to comprehend financial logic and context. This includes:

• Agentic workflows that can “think”, collaborate, and execute across core CPM processes.
• Context-aware insights derived from specific data and workflows.
• A unified performance management approach that connects financial results with operational drivers.

Strategic Implementation and Data Architecture

At CRMT, we understand that even the most advanced platform requires a solid data strategy to succeed. While CCH® Tagetik provides the “Expert AI” and the “Finance Brain,” we offer the architectural expertise to ensure your data lineage is transparent and your processes are audit-ready. We focus on the practical aspects of implementation: navigating internal politics, securing IT approval, and ensuring your team adopts the new technology effectively.

For those seeking to unify financial and operational planning within a single, governed environment, the real challenge often lies in the underlying data structure. CRMT assists in designing a secure, scalable foundation that transforms these platform features into measurable business value.

The post CCH® Tagetik Recognised as Market Leader in BARC Score FPM 2026 Report appeared first on crmt.com.

Date & Venue

This year’s gathering will take place on May 26, 2026, at the Hotel Four Points by Sheraton Ljubljana Mons. The new Ljubljana location offers even more networking space, modern infrastructure, and easy accessibility for all participants.

The Core Theme: Modernizing Controlling

The world is changing faster than ever. Rigid annual planning cycles are giving way to iterative steering, and controllers are becoming indispensable navigators of strategic alignment. At the conference, we will focus on how to bridge the gap between ambitious goals and real-world execution using advanced tools, Artificial Intelligence (AI), and agile principles.

Featured Speakers

The agenda is filling up fast with top-tier local and international experts. Among the first confirmed speakers who will share their valuable insights are:

• Christian Brumm (Zalando SE) – Expert in financial operational excellence.
• Pia Burkarth (Veridos Mexico) – CFO and Board Member at ICV.
• Eva Esih (PsyBit) – Expert in the psychology of business.
• Aleš Štempihar – On the role of the controller as a navigator in the AI era.
• Dejan Kovačič (Peruna d.o.o.) – Finalist for Young Manager of the Year 2025.

Why Join Us?

This conference is more than just a learning opportunity; it is a hub for exchanging best practices and connecting with peers. As a proud co-organizer, CRMT believes that networking and collaboration are what drive progress in the controlling profession.

Don’t miss out on “Early Bird” registration!

Check out the full program and secure your spot at: www.kontroling-konferenca.si/en

We look forward to seeing you in Ljubljana on May 26!

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This marks the third time the company has achieved this recognition, confirming its consistent execution and clear product vision.

From our perspective at CRMT, this recognition reflects what we see in practice. Organizations using CCH Tagetik are able to close faster, reduce manual effort, and gain greater confidence in their data.

The reality finance teams face today

Finance teams are dealing with increasing data volumes, growing regulatory complexity, and constant pressure to deliver faster insights. Many solutions address parts of the process. Very few manage the full picture. CCH Tagetik is designed to do exactly that.

One unified platform for the entire close-to-disclose process

CCH Tagetik enables organizations to manage the full financial close cycle, from local close to group consolidation to regulatory disclosure, within a single, data-driven platform.

This translates into:

• consistent logic and consistent outputs
• reduced reconciliation effort across systems
• full transparency and auditability
• faster and more controlled close cycles
• ESG & Disclosure Management

Innovation spotlight: Ask AI

Ask AI, CCH Tagetik’s GenAI-powered assistant, allows users to interact with the system more intuitively.

It understands user intent, orchestrates tasks across the close workflow, and delivers faster, more accurate results. This significantly reduces the need for manual navigation and accelerates decision-making.

Why this matters

Recognition in the Gartner Magic Quadrant confirms market positioning.
But what matters more is operational impact.

Do you have full control over your close process?
Can you rely on your data without reconciliation cycles?
Are you able to deliver accurate reports on time, every time?

If not, there is clear room for improvement.

Discover why Wolters Kluwer is a Leader

Download the full 2026 Gartner® Magic Quadrant™ for Financial Close and Consolidation Solutions report to explore the analysis.

Or contact us to see how CCH Tagetik can support your finance transformation.

The post CCH® Tagetik Named a Leader for the Third Consecutive Year in the 2026 Gartner® Magic Quadrant™ for Financial Close and Consolidation Solutions appeared first on crmt.com.

Breaking Free from “Data Jails”

Le argued that the three pillars of modern enterprise IT—SaaS, Business Intelligence (BI), and Data Warehousing—have evolved into obstacles rather than enablers. He described these isolated systems as “data jails“: expensive, slow to deploy, and failing to deliver on their promise of agility. With organisations globally spending over $100 billion on these legacy structures, Mosaic offers a way out by eliminating redundant data silos and drastically reducing operational costs.

Mosaic: The Semantic “Brain” of the Enterprise

The cornerstone of this transformation is the Mosaic platform. By establishing a universal semantic layer, Mosaic acts as a digital twin of the organisation. This layer is crucial to AI’s success; it provides the necessary business context that prevents AI hallucinations. Because agents operate on a single source of truth, they deliver reliable, board-ready insights instead of mere guesses.

Key highlights of the platform include:

• Autonomous AI Agents: Moving beyond dashboards, these agents monitor business health in real-time and take proactive measures.
• Efficiency at Scale: Real-world success stories, such as Lotte, demonstrate the platform’s power, achieving a 70% reduction in costs during cloud migration and data modernisation.

From Tools to Agents

We are witnessing a fundamental shift toward Agentic AI. This isn’t just about chatbots; it’s about AI agents that:

• Independently oversee operations 24/7.
• Identify anomalies and market opportunities before they become visible to human analysts.
• Leverage tools like Codeex and Claude Code to build full-scale analytic applications in hours, powered by the precision of Mosaic’s semantic layer.

The “Honey Badger” Approach to Innovation

Through the “Freedom to Innovate” strategy, Strategy is championing an open ecosystem. By partnering with industry leaders like AWS and Google, they ensure customers can integrate their AI of choice without vendor lock-in. Le compared Strategy to the “Honey Badger“, a symbol of fearlessness and resilience. This metaphor reflects the company’s willingness to disrupt its own established business models to ensure its customers stay ahead of the curve.

Conclusion: Less Management, More Impact

The vision for 2026 is clear: instead of managing databases, leaders should focus on defining their “ontology”, the true meaning and relationships of their data. Once that semantic foundation is set, AI can automate everything from data processing to final execution.

As Le concluded on stage: “We can finally get to that ideal where you want something, you ask for it. Or maybe you don’t even have to ask for it, and you get it.”

Watch the full Strategy World 2026 Keynote here:

World 2026 Keynote Livestream

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A Platform Built for the Future

The success of CCH Tagetik is largely attributed to its Intelligent Platform, the market’s first AI-powered corporate performance management solution. This platform empowers finance teams by automating manual tasks, accelerating close cycles, and enhancing analytical accuracy. The integration of AI capabilities, including an embedded “super agent,” is transforming financial consolidation and reporting processes, enabling organisations to operate with increased efficiency and precision.

Customer-Driven Innovation

The Dresner Wisdom of Crowds research, which underpins these awards, is informed by extensive data on usage and deployment trends across industries. CCH Tagetik’s sustained leadership in this research highlights its consistent delivery of value to customers, as evidenced by its recognition as an Overall Leader in Customer Experience and Vendor Credibility in the 2025 Wisdom of Crowds EPM Market Study.

CRMT’s Perspective on Driving Business Value

At CRMT, we view these recognitions as a testament to CCH® Tagetik’s technological prowess. However, technology alone does not guarantee success within an organisation. The designation as a leader validates the technology, but the real challenge lies in translating these vendor innovations into a stable operational reality. We bridge the gap between software capabilities and your organisation’s specific needs, ensuring higher adoption rates and measurable improvements.

Ready to Transform Your Financial Operations?

For organisations considering CCH® Tagetik to enhance their financial operations, the true differentiator for success lies in implementation. A platform must integrate seamlessly with existing systems while addressing real-world hurdles such as IT sign-offs, audit-readiness, and data silos. CRMT can help you navigate these complexities and design a secure foundation. Contact us to schedule a methodology audit and explore how we can support your financial transformation journey.

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The SEAL Award is a respected global honour that recognises innovation and measurable impact in environmental stewardship. As organisations face increasing pressure from regulators and investors to demonstrate credible pathways toward decarbonisation, the ability to integrate sustainability into financial decision-making becomes essential.

This recognition reflects our commitment to empowering customers with data driven insights that turn ambition into measurable progress.

Maria Montenegro, CEO of Wolters Kluwer Corporate Performance and ESG

From Compliance to Strategic Value

Many organisations began their ESG journey by focusing on compliance with frameworks such as the Corporate Sustainability Reporting Directive (CSRD). However, the true value of ESG data is realised when it is embedded into planning and analytics. CCH® Tagetik ESG and Sustainability for Planning and Analytics allows teams to model emissions trajectories with financial-grade accuracy and evaluate decarbonisation strategies before capital is committed. By unifying financial, operational, and ESG data into a single connected system, the solution provides a foundation for informed, defensible decisions.

As a long-standing implementation partner of CCH® Tagetik, we at CRMT see this recognition as validation of the platform’s ability to address real-world complexities. However, technology is only one half of the equation.

Addressing the Data Architecture Challenge

At CRMT, we observe that the primary challenge for many firms is not the software itself but the underlying data architecture. Finance and sustainability teams often operate in isolation, leading to data silos and complex integration issues during year-end reporting. Our role as an implementation partner is to ensure that your data flows into CCH® Tagetik within a secure and governed framework. We focus on the integration architecture and process design required to maintain end-to-end auditability.

Bridging Finance and Sustainability

Aligning financial and sustainability planning is no longer optional. As climate disclosure rules and ESG reporting obligations expand, tools that can bridge these domains are foundational to corporate action. We help organisations move beyond static reporting to forward-looking, decision-grade sustainability management.

If you are currently refining your ESG roadmap, the focus should be on data lineage and governance. CRMT can help you design a secure, audit-ready architecture that connects your finance and sustainability functions. Contact us to discuss your ESG data strategy or to schedule a methodology audit of your current architecture.

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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.

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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.

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While analyst quadrants focus on future vision, the Voice of the Customer report reflects what happens after the contract is signed. Eligibility is determined by a defined methodology and criteria for real customer reviews submitted during the 18-month period ending September 30, 2025. Strategy was one of only four vendors named as a Customers’ Choice out of 17 ABI platforms considered this year. This consistent recognition suggests that the platform effectively addresses core market challenges. These include integrating data from multiple sources into a unified view, creating semantic models that enforce business rules, and delivering actionable insights that support informed decision-making.

The Strategic Value of Semantic Modelling

Gartner defines modern ABI platforms by their ability to model, analyse, and visualise data. Strategy has long been a pioneer in AI-powered data analytics and semantic modelling. For a CFO or Controller, the semantic layer creates the difference between guessing and knowing. It ensures that a KPI defined in sales matches the KPI reported in finance. By offering a strong semantic architecture, Strategy allows organisations to transform raw data into a governed asset rather than a liability.

“We take customer success personally. It’s at the heart of everything we stand for, and we believe that the results speak for themselves.”

Saurabh Abhyankar, Executive Vice President and Chief Product Officer at Strategy

Ensuring Implementation Success

At CRMT, we frequently see organisations invest in top-tier software only to stumble during implementation due to poor data definitions or a lack of internal alignment. Strategy provides a robust engine, but the vehicle must be built for your specific terrain. As implementation experts, we view this four-year winning streak as a validation of the platform’s stability. However, extracting value requires more than software installation. It requires designing a scalable architecture in which your semantic graph aligns with your business hierarchy. It also requires bridging IT and Finance capabilities to translate technical functions into audit-ready financial reports.

If you are struggling to maintain a single version of the truth across disparate business units, the semantic layer serves as your safety net. We help you design a data model that withstands audit scrutiny while empowering users.

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