Tagetik Cloud for Banking    

Drive Profitability, Fully-comply with Regulations   



The burden of over-regulation in banking jeopardizes growth objectives and profitability targets. Regardless, the Office of Finance must balance the costs of compliance with growth and profitability goals.

With Tagetik CPM for Banking, it’s possible to meet regulatory mandates and focus on growth and profitability. Tagetik automates financial management processes and regulatory reporting, so you can focus on business performance.  



 

 

Tagetik Cloud for Banking
Banking benefits

Benefits


Simplify complex financial processes

Simplify complex financial processes, from strategic planning, to business modeling and disclosure reporting

Improve profitability

Improve profitability of branches, services and instruments

Lower total cost of ownership

Lower total cost of ownership (TCO) for all performance management processes

Collaborate on financial processes

Collaborate on financial processes, including intercompany transactions, transfer pricing, and regulatory reporting

Meet statutory and compliance requirements

Meet statutory and compliance requirements, including FinRep/CoRep and Basel III

Gain full traceability and auditability

Gain full traceability and auditability, from initial strategic planning through final disclosure

Tagetik unified corporate performance management software solution for the banking industry

Strategic Planning & Forecasting
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Strategic Planning & Forecasting

Simplify the strategic planning and annual budgeting process with a single source of financials using Tagetik's unified budgeting, planning, forecasting and modeling solution. Align business plans with operational budgets, eliminate manual data entry and effortlessly generate periodic and rolling forecasts.

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P&L and Balance Sheet Planning
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P&L and Balance Sheet Planning

Create the P&L and balance sheet for a top-down planning approach that also offers robust business modeling and scenario playing to analyze variances and see how changes to capital, expenses, workforce, cash flows and cash/debt variances impact financial results.

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Cash Flow Planning & Forecasting
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Cash Flow Planning & Forecasting

Tagetik provides double entry logic and automates the cash in/cash out impact of budget line items. When plans, capital, exchange or interest rates change; Tagetik instantly updates cash flow plans and forecasts so decision-makers can quickly assess the net business impact.
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Cost Allocation & Profitability Analysis
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Cost Allocation & Profitability Analysis

Allocate both direct and indirect costs to understand true profitability by product, service, instrument, location or customer. Determine expense allocations to different LoBs or products and see how cost models and allocations impact the P&L and balance sheet.

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Seamless Close-to-Disclosure
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Seamless Close-to-Disclosure

Cut days off the monthly close cycle and accelerate management and external reporting with a single solution. Confidently manage and control journals, adjustments, intercompany eliminations and reconciliation, then seamlessly produce disclosure reports that provide drill-down to the underlying data.

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Regulatory Reporting & Compliance
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Regulatory Reporting & Compliance

Automate regulatory reporting – from SEC filings, multi-GAAP (IAS, IFRS, US GAAP), Basel III, others – and spend less time preparing reports and more time analyzing the information. Tagetik quickly complies with updates so you are futureproofed for both revised and new regulatory mandates.

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Reporting & Analytics
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Reporting & Analytics

With easy to use, packaged templates, all contributors - including non-financial and non-technical users - can report on key metrics and performance with Tagetik’s reporting toolset. Create custom reports, interactive dashboards, visualizations and ad hoc analytics - without depending on IT.
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Unified Corporate Performance Management
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Unified Corporate Performance Management

Automate and modernize key financial management processes using a single, enterprise software solution. Tagetik is the only solution that is purpose-built for Finance, optimized for non-financial users and available on the Cloud, on-premise and your mobile device.

Tagetik Software is trusted by leading companies in the banking industry


Unicredit Group

Budgeting, Disclosure Management, Reporting & Analysis

Read the case study

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Erste

Disclosure Management, Consolidation, Budgeting & Planning, Finrep, Reporting

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Rabobank

Consolidation, Disclosure Management, Reporting

Read the case study

Watch the Video

Raiffeisen Bank

Consolidation of budget data, Budgeting & Planning

Read the case study

Watch the Video

Volkbank

Consolidation, Reporting, FinRep, Reporting

Banca Carige

Consolidation, Cost allocation, Profitability Analysis, Budgeting & Planning, Reporting

Testimonials

Customer Quotes

On Demand Webinar

How to Maximize Your Bank’s Profitability Through Performance Management

In this webinar key industry thought leader Craig Schiff and Tagetik’s Financial Services Specialist John Engelbrecht will explore several strategies that optimize financial performance management in the banking industry.

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