Successful CCH Tagetik Implementation for a Major European Bank

€20 billion

in annual revenue

30+ million

customers served globally

60+ countries

with operations worldwide

Background

A major European financial institution, with over €20 billion in annual revenue, partnered with Keyrus to implement CCH Tagetik, aiming to modernize its financial operations. The goal: streamline complex budgeting and forecasting processes across multiple departments and countries.

Challenge

The institution faced several challenges, including: ● Manual and time-consuming budgeting workflows ● Fragmented financial data, leading to delays in reporting ● Limited internal expertise with the Tagetik platform

Approach

Keyrus provided full-scale implementation and strategic guidance, including: ● Setup of referentials, forms, ETLs, and calculation logic tailored to business needs ● Expert-led, hands-on training for finance teams ● Seamless integration with the existing accounting and reporting systems

Key results

Streamlined budgeting and forecasting processes

Strong user adoption and satisfaction

Reduced reporting delays and manual intervention

Benefits

● Enhanced automation and process efficiency ● Improved financial data management and accuracy ● Future-proof compliance with evolving regulatory requirements ● Ongoing strategic support from Keyrus Ongoing Partnership: Keyrus continues to support the institution’s evolving needs, providing expert advice, updates, and optimization to ensure sustained performance and innovation. Want to transform your financial processes with confidence? Let Keyrus guide your journey to smarter financial performance. 📞 Contact us at www.keyrus.com