Disclosure Management
Just in time...isn’t soon enough
The last mile of finance goes a lot faster, with fewer errors, when automated and using packaged templates from CCH Tagetik. Not only does CCH Tagetik manage the complexity of disclosure and regulatory reporting, you get high quality, auditable Annual Reports, Board Books and other financial disclosure materials such as Solvency II, IFRS 17, IFRS 9, Finrep & Corep, Basel III, Integrated Reporting. With CCH Tagetik, you spend far less time creating reports and verifying data and can spend much more time on value-added analysis and review.
90-95%
HOURS
NIGHTS
disclosure management demos
2 min Demo: Board Reporting in Power Point 
Financial Reporting Demo 
Narrative Reporting Demo 
Operational Reporting Demo 
2 min Demo: Ad Hoc Reporting 
2 min Demo: Using Comments to Communicate Benefits
Simplify and speed up the process of producing disclosure reports each month
Get trusted and verified information into the hands of decision makers faster
Increase confidence and eliminate inconsistencies with a source of the financial truth
Eliminate time-consuming manual checks and ties to source financial data
Produce financial, management, statutory, and disclosure reports that dynamically update and share numbers and narrative.
Mitigate risks and document plans of action in collaborative Word or PowerPoint-based budget books and board books
Disclosure Management key capabilities include
Single Enterprise Solution
CCH Tagetik automates the close-to-disclosure process. From financial statements, annual reports, board books, regulatory reports, financial statements and others, CCH Tagetik’s unified CPM solution automates disclosure reporting and supports multiple output formats including PDF, PPT, XLS, World, XBRL, XML, HTML and Microsoft SharePoint templates.
Packaged Regulatory Reporting
From industry-specific compliance - like Solvency II, IFRS 4, IFRS 9 and CoRep/FinRep, to financial reporting - like annual or quarterly reports and proxy statements - CCH Tagetik offers packaged templates to simplify report creation and production – including automating updates and matching narrative to numbers.
Transparency and Auditability
CCH Tagetik gives you full traceability by providing audit logs and controls that capture changes, updates, revisions and every adjustment - including scaled, rounded values, and balancing adjustments, among others- so you can easily audit and trace information back to the source.
Automated Workflow
CCH Tagetik manages the complexity of orchestrating multiple contributors - if not dozens, from across the organization; their content items, including financial and non-financial data, associated narrative; approvals and version control with its robust process workflow engine.
XBRL filings
Whether you have specific local requirements or are a multinational company that must submit multiple filings in multiple countries, CCH Tagetik’s pre-packaged solutions makes it easy to generate and manage filings with increases of the speed and accuracy, of your submission process.
Cross-functional Collaboration
CCH Tagetik simplifies the production of board books by facilitating collaboration and communication among report contributors. Assign sections, content items, set deadlines, status and notifications and have multiple contributors work within the report at the same time while reducing bottlenecks, errors and overlap.
CCH Tagetik's Disclosure Management Software is trusted by leading companies across all industries
Disclosure Management
Disclosure Management, Consolidation, Budgeting & Planning, Finrep, Reporting
Ifrs Reporting, Consolidation, Tax Reporting, Monthly Reporting
CDM, Solvency II
Ifrs Consolidation, Mvbs, Bpf, Ivass, Solvency Ii, Technical Provision
Testimonials
Customer Quotes
RABOBANK N.A.
Meghan Maze - Chief Accounting Officer, Rabobank, N.A.
"CCH Tagetik delivered a single source of truth for Rabobank - consolidating over 24 sources of data into a cohesive and controlled scalable reporting and budgeting solution for four regulatory viewpoints, US GAAP and IFRS...”
JOHN HANCOCK
Jeff Nataupsky - Vice president of financial reporting & controls
"Besides accelerating and optimizing our reporting, CCH Tagetik's reporting solution has changed the way we think about our financial processes. We now have more accountability in all of our business areas and a centralized financial repository that ensures data consistency. Another bonus is the reduction of manual data entry. In the United States, we’re down to about 5% from almost 100% prior to implementation.”
FINMECCANICA
Valentina D’Addario - Director of Group Reporting and Financial Controlling
"We wanted a solution that could accelerate and simplify our management reporting processes. With CCH Tagetik for Disclosure Management, our finance department can work more effectively to ensure consistent, reliable data and faster monthly reporting cycles.”
MIRVAC
Stephen Lynn Group Financial Controller
"With CCH Tagetik, we were able to automate the last mile of finance. Processes that previously took days could be completed in hours. By automating our disclosures to the ASX, we were able to move resources in our group finance team from repetitive scaling, rounding and balancing tasks to value-added financial analysis.”
PLUS GROUP
Paul van Hameren - Controller Reporting & Consolidation
“CCH Tagetik has accelerated our reporting processes and improved our financial and business analytics. We have gained more control over our financial data and can produce four-week reports and analyses for our executive board faster and more efficiently than before.”
On Demand Webinar
Automated & Validated: The New Era of Board Reporting at GE Capital
This webinar discusses how GE Capital utilized CCH Tagetik CDM to implement a standardized & automated reporting process that yielded internal benefits and satisfied federal requirements.
Browse our Resources
Case Study
Green Courte Partners: Customer Story ondemand webinar
HOW A UNIFIED “CLOSE TO DISCLOSURE” PROCESS SAVES TIME AND MONEY
Learn how to combine financial close, consolidation, management reporting, and external reporting processes into one streamlined process.
Case Study
Platinum Underwriters free from spreadsheets! E-Book
3 CHANGES TO YOUR INTERNAL & EXTERNAL REPORTING TO HELP RECLAIM YOUR WEEKENDS!
3 changes you can make to improve your internal and external reporting - and your life!
case study
White paper
HOW TO TURN SOLVENCY II COMPLIANCE INTO A BUSINESS IMPROVEMENT INITIATIVE
Best practices on Solvency II implementation of some companies and documents how insurances benefit from implementing a streamlined process.
Blog
The new IFRS wave – not to be underestimated
Blog post by Jérôme Vial, Country Head - CCH Tagetik Switzerland
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