Tagetik 4.0 for Finance

Tagetik 4.0 is the solution that is capable of supporting companies within the Finance sector (banking, insurance, financial services) to improve their performance, streamline business processes and reduce application management costs ensuring a very high return on investment (ROI).

Tagetik helps Banks, insurance companies and financial institutions effectively manage key business processes on all enterprise levels:

Holding

• Financial Consolidation
• Data Collection and Consolidation for Budgeting, Forecasting & Strategic Planning
• Financial Reporting
• Regulatory Reporting
• Financial Controls and Compliance

Legal Entity

• Management/Statutory Reconciliation
• Budgeting, Forecasting & Strategic Planning
• Financial Close & Fast Closing
• Cost allocation & Profitability Analysis
• Regulatory Reporting
• Financial Controls and Compliance

Using Tagetik’s rich, built-in functionalities, companies can quickly implement solutions to simplify a wide range of financial processes and minimize the total cost of ownership.

As part of our strategic partnership with Microsoft, we have also recently added sophisticated industry-specific functions of Tagetik 4.0 for Business Intelligence, collaboration and communication. These new functions make it easier than ever to effectively monitor and measure performance, take any necessary actions and, ultimately, execute your business strategy.

That’s why Finance leaders including Unicredit Group, Talanx, SNS Real, National Swisse, Banca Carige, Banca Popolare di Milano,  BNL, UBI Banca, Unicredit Leasing, Credem,  Compass, Consel rely on Tagetik.

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