Listen to first hand experiences from some of our banking customers and discover the benefits Tagetik 3.0 delivered!

“Our financial planning process was based on excel spreadsheets; which was painstakingly long, with many errors and difficult to share with the team. Now with Tagetik we are able to process information in a very short period, avoiding errors and the information is more reliable and useful” Tagetik User Conference 2009

“The first benefit we obtained with Tagetik was getting to one budgeting template, one common language, one process for budgeting and this really made a big improvement on the quality of the data and reducing errors.” Tagetik User Conference 2009

“We use Tagetik for financial consolidation and intercompany matching. In the past we had problems with intercompany reconciliations and Tagetik helped us to solve this issue. We managed a lot of manually activities such as intercompany matching and minorities in the consolidation process and with Tagetik now are automated.” Tagetik User Conference 2009

“We have been using Tagetik for 4 years for both statutory and management consolidation. Now thanks to Tagetik we have a single platform for our profit & loss and balance-sheet data, avoiding different versions of the truth. Tagetik allows us to perform consolidation in a shorter period of time”

“We needed information in a timely manner, in different standards that can be traceable. We also required harmonization of information within the group and optimization of processes and flows.” Tagetik User Conference 2009

“Tagetik covers our CPM vision. Today we have an application that is used throughout the company providing consistent information. Another strength is the strong commitment by Tagetik's project team.” Tagetik User Conference 2009

“To have a CPM software that delivers updated information, requires a solid foundation of IT systems that can provide a single version of the truth allowing management to analyze the same data.” Tagetik User Conference 2009

“The expected benefits from the CPM project are improving our planning and control processes, conversion of statutory and management flows, better support in the closing phase and implementation of automated algorithms to manage the Business Plan…” Tagetik User Conference 2009

“We have obtained a strong integration between our statutory and management consolidation thanks to Tagetik’s single platform. Now we can deliver a coherent reporting in terms of statutory and management data.” Tagetik User Conference 2009

“We use Tagetik to manage our consolidation process. The benefits obtained have been reduced consolidation time and better accuracy of data. Tagetik helped us to simplify our processes, even though Tagetik improved our processes.” Tagetik User Conference 2009

“Tagetik is flexible and user friendly. It is a tool that the end-user can easily grasp without any specific knowledge, it is easy to use especially for reporting” Tagetik User Conference 2008

“We managed all the consolidation process and controlling manually on excel spreadsheets, so we needed a consolidation tool that’s why we decided to go to the market” Tagetik User Conference 2008

“The major benefits of Tagetik are saving time, centralization of activities, fast consolidation and full control of consolidation figures” Tagetik User Conference 2008

“We implemented Tagetik to manage costs by project and to provide standardized information to top management” Tagetik User Conference 2008

“We began working with Tagetik 2 years ago which has been a positive experience because we went from using excel spreadsheets to Tagetik for Consolidation with many advantages such as data accuracy, traceability and its user-friendliness” Tagetik User Conference 2008

“Tagetik provides an excellent product on a technological and functional point of view […] They have developed a product that is very much in line with our own needs” Tagetik User Conference 2008

“Tagetik allows centralizing the data submission process from our subsidiaries with total control of the flow. […] Tagetik has a low IT impact because it is a web based solution” Tagetik User Conference 2008

“Tagetik makes unification of processes possible, more specifically Tagetik is a system that gives us the opportunity to perform profit & loss, financial & balance sheet planning in a single environment” Tagetik User Conference 2008

“Tagetik gives us reliable numbers and new perspectives of the business” Tagetik User Conference 2008

“We implemented a planning, control and consolidation project […] In comparison with excel we achieved better data tracking and reliable information” Tagetik User Conference 2008

“Tagetik is one of the few Corporate Performance Management systems based on double entry logic which allows us to achieve complete coherency between profit & loss and financial statement aspects” Tagetik User Conference 2008

“Now we can easily have reporting as well as consolidation for all the business units without wasting time” Tagetik User Conference 2008

“As Bank Austria is now part of the Unicredit Group and Unicredit uses Tagetik, We chose Tagetik to have a single software solution” Tagetik User Conference 2007