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.