Gold for the “Intelligent Platform”: Meet Your New AI Teammates

The Gold award highlights the CCH® Tagetik Intelligent Platform and its use of Agentic AI. But what does that actually mean for the Office of the CFO?

It means software that doesn’t just sit there—it acts. Specialized AI agents are now designed to:

• Ensure consistency across global entities without needing constant IT intervention.
• Automate tedious intercompany reconciliations.
• Handle complex regulatory data entry.

Silver for ESG Planning & Analytics: Turning “Extra” into “Essential”

ESG (Environmental, Social, and Governance) reporting isn’t just a side project anymore; it’s a core financial requirement. The Silver Globee recognizes that CCH® Tagetik treats ESG data with the same rigor as a year-end close.

The big fix: We all know the headache of “data sprawl”, when information is scattered across departments and buried in endless spreadsheets. CCH® Tagetik centralizes this data, eliminating manual errors and ensuring that your sustainability metrics are audit-ready and integrated directly into your strategic planning.

These awards reflect our focus on helping finance leaders navigate growing complexity with confidence. By embedding generative and agentic AI across the CCH Tagetik platform, we enable teams to improve performance, strengthen ESG reporting, and deliver solutions that create value for customers while meeting the highest standards of governance and transparency.

Maria Montenegro, CEO, Wolters Kluwer Corporate Performance & ESG

Bridging the Gap: From Innovation to Implementation

At CRMT, we believe that even the smartest software is only as good as the foundation it’s built on. A platform can be brilliant, but if your data is still in silos, you’re just “automating chaos.”

Our job is to make sure these innovations actually work in your specific operational reality. We focus on:

• Breaking down data silos once and for all.
• Ensuring data lineage for modern audit scrutiny.
• Designing a “governance-first” foundation that makes your reporting both compliant and strategic.

Ready to modernize? Whether you’re looking to integrate ESG into your current setup or want to see what Agentic AI can do for your consolidation process, we’re here to help.

Contact us today to discuss your financial and ESG data architecture. Let’s turn that award-winning potential into your daily reality.

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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.

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The pressure on data teams has evolved. It is no longer sufficient to merely move data from point A to point B. Organizations now demand pipelines that are resilient, audit-ready, and capable of supporting real-time AI workflows. Qlik’s latest release addresses these challenges by introducing agentic capabilities directly into the engineering workflow.

Advancing Data Engineering with Agentic Capabilities

Declarative pipelines allow engineers to use natural language to define intent, enabling the system to suggest next steps and build trusted flows, thus reducing time spent on repetitive tasks. The AI Assistant for Talend Studio, planned for later this year, will help developers generate jobs and documentation using natural language, shifting focus from manual syntax to high-level orchestration. Real-time routing for agentic flows supports real-time message routing, enabling the creation of domain-specific RAG pipelines and connecting agentic systems through standard components.

Unifying Data with the Open Lakehouse

One of the greatest risks to data integrity is tool fragmentation. When event data, batch workloads, and CDC are handled in silos, the single version of the truth disappears. Qlik’s extension of the Open Lakehouse with native streaming support aims to solve this by unifying continuous event data with traditional workloads in one environment. This allows teams to keep their analytics and AI models closer to current business conditions without the overhead of separate, disconnected tooling.

Governance and Reliability in the AI Era

At CRMT, we view these technological advancements as powerful tools, but they are not plug-and-play solutions for complex enterprises. A tool that builds pipelines faster can also create technical debt faster if not implemented within a robust governance framework. The real challenge for a CTO or CFO is not just speed to delivery, but ensuring that every automated pipeline meets internal audit standards and passes IT sign-offs. We specialize in translating these vendor features into a secure, governed foundation. Whether integrating Qlik with your existing stack or optimizing your data architecture for AI, the focus must remain on reliability.

If your organization is struggling to move past the pilot phase of AI due to data engineering bottlenecks, the real differentiator is a governed, automated architecture. CRMT helps you design a foundation that balances the speed of agentic execution with the rigor required for enterprise-scale operations.

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What Makes This AI “Award-Winning”?

The award recognizes the platform’s ability to transform massive amounts of data into actionable intelligence. By embedding “agentic” Expert AI directly into the performance management cycle, CCH® Tagetik helps finance leaders automate core processes while maintaining full control over their numbers.

Key drivers behind this recognition include:

• Seamless Integration: The platform’s cloud-ready architecture natively connects to over 300 source systems, including SAP, ensuring a consistent, reliable data foundation.
• Predictive Power: Built-in AI anomaly detection and driver-based analysis provide a level of confidence in financial decision-making that wasn’t possible before.
• Unified Environment: Whether it’s close, consolidation, planning, or the increasingly complex ESG and tax reporting, everything lives within a single, integrated solution.

Innovation You Can Trust

In the regulated world of finance, “black box” AI isn’t an option. The CCH® Tagetik approach is built on Wolters Kluwer’s AI Assurance Framework, which ensures:

1. Modernization at Your Pace: The data-centric architecture allows organizations to evolve their finance functions without compromising consistency.
2. Data Privacy: Client data is strictly protected and never used to train public AI models.
3. Explainability: AI outputs are validated by domain experts, ensuring every insight is audit-ready and transparent.

The CRMT Perspective

At CRMT, we see this award as a validation of the strategy we recommend to our clients: focus on the data foundation. The real power of CCH® Tagetik’s AI is only fully realized when supported by a governance-first architecture.

We are here to help you bridge the gap between AI’s potential and your organization’s specific needs, ensuring your transformation is secure, compliant, and ready to deliver measurable value.

Contact us to discuss how the award-winning CCH® Tagetik Intelligent Platform can elevate your finance operations.

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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!

The post Announcing the 21st Adriatic Controlling Conference: Modernizing Controlling in Ljubljana! appeared first on crmt.com.

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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