Financial Services & Insurance

That means understanding and taking action on revenue and cost containment - not to mention regulatory requirements for local banks and global regulations such as FinRep/CoRep, Solvency II and Basel III.

What if you could see the profitability of each instrument, service or fee and its impact on the P&L, cash position and regulatory reporting of your institution?


Tagetik 4 can serve as a primary means to that end. Employing a unified approach,
you have the tools to quickly implement solutions that simplify complex financial
institution business processes
, and:

Tagetik’s software is targeted to the future. Unlike other vendors, it makes a huge commitment with a roadmap for the next five years. You can tell that the company stands behind its software and makes a considerable investment in it. In addition, the software’s built-in intelligence reflects the real needs of customers. Thomas Bünger - Deputy Head of Accounting, St. Galler Kantonalbank
  • Improve performance of branches and instruments
  • Simplify and unify a wide range of financial processes from strategic planning to disclosure reporting
  • Meet multiple regulatory and management reporting requirements from a single solution and a single set of data
  • Minimize total cost of ownership (TCO) for all performance management processes
  • Build financial controls and validations into processes and reporting
  • Collaborate on financial processes including intercompany transactions, transfer pricing, and regulatory reporting
  • Meet statutory and compliance requirements including Solvency II, FinRep/CoRep and Basel III with automated calculation of Risk Weighted Assets and Capital Calculation
  • Provide full traceability and auditability from initial strategic planning through final disclosure in a single solution

With Tagetik 4, financial institutions and insurance companies are managing key
business processes on all enterprise levels
. Among those processes:

Tagetik 4 is built the way your business works. As part of our strategic partnership with Microsoft
and SAP, we’ve recently added sophisticated industry-specific functionality to Tagetik 4 for Business
Intelligence (BI), Financial Analytics, Collaboration and Communication. Learn More...

Finance/Insurance leaders who have selected Tagetik

Data Sheet

Financial Services

Improve financial governance in Banking and Financial Services industry through unified CPM

Case Study

Case Study: Unicredit

Group Consolidation, Regulatory, Management & Statutory Reporting.

Rabobank National Association: Spreadsheets be gone... using Tagetik to create an efficient, controlled close