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CPM Solutions for Banking & Financial Services

Drive Growth. Improve Performance. Maintain Compliance.

3 reasons why CCH Tagetik for Banking & Financial Services lets you focus on your business


Explore the Details of Profitability

Navigate the FinTech disruption by knowing the true profitability of every branch, online channel, product, and customer. Leverage banking-specific expense drivers and pre-built revenue planning templates for OPEX, CAPEX, and payroll for more in-depth, comprehensive plans.

  • Boost, branch, service, instrument profitability
  • Play what-ifs to adjust interest rate drivers
  • Detailed-level allocations for product costing
  • Consolidated and statutory reporting
  • Analyze pricing and margins scenarios

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Get Compliant with a Trusted Corporate Performance Solution

From consolidation, to portfolio forecasting, to statutory reporting, banks trust CCH Tagetik. Our solution centralizes and validates corporate information, all while maintaining the data's integrity using embedded banking intelligence. You’ll meet compliance requirements every step of the way.

  • One solution for financial and statutory reporting
  • Collaborate on transfer pricing options
  • Integrated payroll and FTE Planning
  • Get compliant via packaged regulatory solutions
  • Improve transparency with integrated workflow

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CPM Solutions for Banking & Financial Services Resources

Happy Customers

CCH Tagetik's CPM Solutions for Banking & Financial Services is trusted by leading companies across all industries.

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CCH Tagetik on SAP HANA

Ultimate Performance. Real-time Analysis. Ready Today.

CCH Tagetik truly delivers a single source of truth on a single platform for all of our key financial data. It’s been a long-term goal to get there in finance, and it’s actually happening. Everyone is seeing the same data and presenting the same results.

Meghan Maze
Chief Accounting Officer at Rabobank

With CCH Tagetik, we can fulfill IFRS and FinRep requirements in a single application, while establishing a flexible framework for various tasks throughout the group. Since we can now quickly respond to new ex-ternal requirements and internal ad hoc inquiries, we feel well equipped for the future.

Barbara Kainz
Director Group Consolidation at Erste Group

CCH Tagetik went straight to the point and focused exactly on our needs. We are proud to be the first CCH Tagetik customer in Brazil.

Rafael Yoshihara
Financial Planning Coordinator at Banco Toyota do Brasil