The latest data from Wolters Kluwer reveals a significant challenge for the modern finance function: while four in five finance leaders expect artificial intelligence to transform their department within three years, fewer than one in five feel prepared to lead that change.
This readiness gap, highlighted in the Future Ready CFO Report, suggests that the era of experimental AI pilots is coming to an end. The requirement now is for governed, production-ready intelligence that operates within the core processes finance teams rely on every day.
The introduction of the CCH® Tagetik Expert AI Readiness Program marks a shift in how organizations approach digital transformation. It moves the focus away from generic tools and toward Expert AI with a Finance Brain™: intelligence purpose-built for the rigors of the office of the CFO. This initiative is designed to help finance teams move from aspiration to operations by embedding machine learning and deep learning directly into the systems they already trust.
Overcoming Operational Hurdles
In our experience, most AI projects do not fail because the technology is insufficient. They stall due to operational hurdles such as data silos, governance gaps, and difficulty securing IT sign-off for logic that lacks auditability. When AI is treated as a parallel initiative, it often struggles to move into governed workflows. The CCH® Tagetik program addresses these friction points by integrating capabilities directly into the close, planning, and reporting processes.
From Manual Manipulation to Agentic AI
The goal is to transition from manual data manipulation to agentic AI experiences. Key capabilities being operationalized include predictive forecasting, anomaly detection, and touchless reconciliation. A notable innovation is the Planning Sentinel, where AI agents monitor performance, notify teams of deviations, and simulate alternative scenarios to help finance leaders anticipate risk. The impact is already visible in the market: Members 1st Credit Union achieved a 27 percent improvement in forecast accuracy and 400,000 Euros in efficiency gains within six months by using these embedded workflows.
“Finance teams make progress with AI when it is grounded in trusted financial data, embedded directly into the workflows they already use, and designed to support decisions under real scrutiny. That philosophy is at the core of Expert AI with a Finance Brain, and it’s what the Expert AI Readiness Program delivers for finance leaders.”
Fabrizio Tocchini, VP, Technology Product Management, CCH® Tagetik.
Building a Secure Data Foundation
At CRMT, we believe that while a vendor program provides the tools, your internal data architecture determines the ultimate results. AI is only as effective as the data model it sits upon.
As implementation experts, we ensure that when you deploy CCH® Tagetik Expert AI, it is supported by a secure, governed foundation where data lineage is intact, and insights are fully explainable to auditors. We translate these advanced features into a roadmap that respects your existing IT constraints and business priorities.
To discuss how to prepare your data architecture for agentic AI and ensure your environment is ready for the CCH® Tagetik Expert AI Readiness Program, contact our team to schedule a technical architecture review.