Financial Services & Insurance



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?

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


Tagetik Corporate Performance Management software solution 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:

  • 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

Tagetik 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 for Business Intelligence (BI), Financial Analytics, Collaboration and
Communication. Learn More...

Finance/Insurance leaders who have selected Tagetik

Data Sheet

Financial Services

Tighter Financial Governance Through Unified Finance Processes

Case Study

Case Study: Unicredit

Group Consolidation, Regulatory, Management & Statutory Reporting.


26 February 2015 – 16:00 pm CET

Just unveiled a refreshed logo and corporate identity: “We get Finance. You get Results”.

New identity highlights the combination of deep finance expertise and targeted innovation that drives results for our customers.

Why the new identity? Why the dice?

Learn more…

26 Febbraio 2015 – 16:00 pm CET

Tagetik lancia un nuovo logo e una nuova corporate identity: "We get Finance. You get Results."

La rinnovata filosofia del brand riflette la combinazione tra competenze finanziarie avanzate e innovazione tecnologica mirata, a beneficio dei nostri clienti.

Perché una nuova corporate identity? Perché il dado?

Scopri di più…

26 Februar 2015 – 16.00 Uhr

Wir stellen heute vor: Ein aktualisiertes Logo und ein neues Unternehmensprofil: "We get Finance. You get Results".

Das neue Unternehmensprofil betont die Kombination aus umfassendem Finanzwissen und zielgerichteter Innovation, die für Kunden großen Nutzen bedeutet.

Warum gibt es das neue Unternehmensprofil? Wozu der Würfel?

Erfahren Sie mehr…

26 February 2015 – 16:00 pm CET

Tagetik dévoile son nouveau logo et sa nouvelle identité d’entreprise: "We get Finance. You get Results".

Cette nouvelle identité met en avant la combinaison d’une forte expertise dans le domaine de la finance et d'une constante innovation ciblée conduisant à des résultats probant pour nos clients.

Pourquoi une nouvelle identité? Pourquoi le dé?

En savoir plus…