HomepageResourcesNewsletterCRMT Insider #12

CRMT Insider #12

June 15, 2026

Welcome!

Here is the H1 2026 edition of the CRMT Insider! Our newsletter features highlights of significant events, blogs, and announcements, all in one convenient place.

The 21st Adriatic Controlling Conference brought together professionals from controlling, management, analytics, and business intelligence to discuss the future of controlling in an era of AI and rapid business change. The event offered exceptional insights into the transformation of the profession through the lens of agility, new competencies, and artificial intelligence. Through expert insights and real-world case studies, participants explored how controllers are becoming key links between management, data, and strategic decision-making.

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Controlling

AI & Data Management

Corporate Performance Management & Regulatory Reporting

A New Generation of Certified Controllers

We are proud to celebrate a new generation of Certified Controllers at the School of Controlling. Over the past months, participants demonstrated exceptional dedication, enthusiasm, and a commitment to continuous learning. Equipped with new knowledge, practical skills, and valuable professional connections, they are now prepared to take on the challenges of modern controlling and drive strategic value in their organizations. Congratulations to all graduates on this important achievement. If you missed it this year, you can join us in 2027!

Controlling Maturity Assessment

Take our Controlling Maturity Assessment and gain valuable insights into the current state of controlling in your organization. The assessment provides a maturity evaluation, an estimated ROI of modernization initiatives, practical improvement ideas, and recommended next steps. Complete the questionnaire and discover how your controlling function compares to best practices. Do the assessment.
*Available in Slovenian only.

From Reactive Reporting to Proactive Controlling: Lessons from Zavarovalnica Sava

At this year’s 21st Adriatik Controlling Conference, dedicated to the modernization of controlling, one session stood out. Matic Hren, Information Solutions Architect at Zavarovalnica Sava, took the stage to walk a room full of finance and controlling professionals through a real-world case study: how a single infrastructure decision fundamentally changed the quality and timeliness of business decision-making and why it matters for any large organization. Read more

One Definition of Truth: Semantics as the Backbone of Trusted AI

AI can only deliver reliable results when everyone works from the same definitions and trusted data. In this blog post, we explore how a semantic layer creates a single source of truth across systems, reports, and AI applications. It improves consistency, governance, and trust in AI-driven decision-making. Discover why shared business meaning is becoming a critical foundation for successful enterprise AI. Read more.

AI Success Starts with AI-Ready Data

AI is only as powerful as the data behind it. In this blog post, we explore what “AI-ready” really means and why data quality, governance, consistency, and accessibility are essential for successful AI initiatives. Discover how building a trusted data foundation helps organizations move beyond experimentation and unlock reliable, business-ready AI outcomes. Read more.

ai ready data

Data Chaos or Single Source of Truth? Pure AI vs. a Hybrid Semantic Layer

We are currently witnessing a duel between two fundamentally different approaches in the market. A pure AI that “builds its own semantic layer” makes for an attractive demo at tech conferences, but in real business, it is a recipe for chaos, poor decisions, and regulatory fines. Read more

Strategy World: Bringing the Future of Data and AI Closer to Our Clients

This year, the CRMT team attended Strategy World events in both Vienna and Las Vegas, gaining first-hand insights into the future of data, analytics, and AI. A key focus was Mosaic, Strategy’s universal semantic layer, which enables organizations to work from a single, trusted definition of data. The events also showcased the latest developments in AI, business intelligence, data governance, and digital sovereignty. Through customer success stories, including Resalta’s use of real-time dashboards to manage over 200 active projects, we saw how modern analytics can drive transparency and better decision-making. The knowledge and innovations gathered at these events continue to shape the solutions we deliver to our clients.

Exasol Xperience 2026

Exasol Xperience 2026 in Berlin highlighted how rapidly AI and data sovereignty are becoming top priorities for businesses worldwide. With attendance doubling compared to last year, the event clearly confirmed the growing momentum around AI-driven analytics. Over two days of hands-on demos and networking, participants explored new ways to improve efficiency and unlock value from data. The event also brought together industry leaders, reinforcing the importance of collaboration in shaping the future of data and AI.

CCH® Tagetik inTouch conference in Lucca

The CCH® Tagetik inTouch conference in Lucca is a key CPM event that brings together industry leaders and partners. The first day highlighted the platform’s strategic direction, focusing on unified platforms that integrate finance, compliance, and ESG reporting, AI embedded with deep financial expertise, and a strong emphasis on audit-ready, high-quality data. These themes reflect the growing need to align people, processes, and data architecture in successful digital transformation. We are also proud to announce that CRMT was once again a Silver Sponsor of CCH® Tagetik inTouch26, continuing our commitment to advancing the future of finance.

15 Years of Partnership Shaping the Future of Finance

We are celebrating 15 years of partnership with CCH® Tagetik, a collaboration built on trust, innovation, and shared success. Over the years, CCH® Tagetik has continued to set new standards in intelligent CPM platforms with embedded AI, while CRMT has transformed these innovations into tangible value for our clients. As a Platinum Partner for the CEE region, we combine decades of experience with deep platform expertise to deliver a “single version of truth” through reliable, unified data that supports better strategic decision-making. Thank you to CCH® Tagetik and all our clients for being part of this journey!

Why Your Monthly Close is Ready for a Makeover (and Where to Start)

Most finance teams still treat the monthly close as a manual sprint to get numbers out the door, but growing data complexity from financial, ESG, and tax sources is pushing traditional approaches to their limits. In this blog post, we explore how modern finance can move from fragmented tools and manual checks to a unified, modular platform where data flows seamlessly across consolidation, ESG, and tax processes. With AI handling tasks such as anomaly detection, reconciliation, and performance analysis, finance teams can shift their focus from closing the books to delivering strategic insights. Read more.

The Integrated Tax Lifecycle – Why Your Transfer Pricing, Tax Provision, and Global Minimum Tax Are Now Inseparable

For years, tax functions such as transfer pricing, tax provisioning, and international tax have operated in separate silos, but the rise of the Global Minimum Tax (Pillar Two) is changing everything. In this blog post, we explore how these areas are now tightly interconnected through a shared dependency on high-quality, consistent financial data. Operational transfer pricing, tax provisioning, and jurisdictional ETR calculations are increasingly influencing one another in real time, making fragmented processes a growing risk. Discover why an integrated, data-driven tax ecosystem is now essential for compliance, efficiency, and strategic decision-making. Read more.

Emerging Trends in Financial Consolidation: Is Your “Engine Room” Future-Proof?

Financial consolidation remains the engine room of finance, but growing data complexity, regulatory demands, and AI-driven expectations are exposing the limitations of legacy systems. In this blog post, we explore the trends reshaping consolidation, the critical role of data management, and how AI is helping finance teams improve accuracy, efficiency, and insight. Read more.

CCH® Tagetik Recognized as Market Leader in BARC Score FPM 2026 Report

The latest BARC Score Financial Performance Management 2026 report has once again positioned CCH® Tagetik among the leading solutions. This is now the ninth consecutive year of recognition by BARC. The report highlights its strength in addressing complex, data-heavy environments through predefined business logic, strong governance, and high user satisfaction in planning and consolidation processes. A key highlight for 2026 is Expert AI, a Finance Brain–driven capability that enables agentic workflows, contextual insights, and unified management of financial and operational data. Read more.

Wolters Kluwer Again Named a Leader in Gartner Magic Quadrant for Financial Planning

Wolters Kluwer has once again been named a Leader in the 2025 Gartner Magic Quadrant for Financial Planning Software, marking the fifth recognition for its CCH® Tagetik solution and reinforcing its leadership in corporate performance management. The recognition follows its strong position in financial close and consolidation, confirming the platform’s consistency across key finance domains. CCH® Tagetik enables organizations to enhance planning through AI-powered forecasting, anomaly detection, and GenAI-driven insights, helping finance teams accelerate cycles, improve accuracy, and make better-informed decisions. From a CRMT perspective, this recognition reflects the growing need for intelligent, enterprise-wide planning solutions supported by strong data foundations and expert implementation. Read more.