Wolters Kluwer CCH® Tagetik Intelligent Platform with Expert AI Named a Leader in 2026 Nucleus Research CPM Technology Value Matrix for the Sixth Consecutive Year
Nucleus’ latest report highlights the strength of CCH Tagetik’s comprehensive portfolio. CCH Tagetik delivers agentic workflows purpose‑built for finance. Designed to think, collaborate, and execute across all CPM processes, Expert AI uses its Finance Brain™ to learn from customer data and workflows, applying financial logic to provide clear, context‑aware insights.
CCH Tagetik Product Innovations
For 2026,
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AI & analytics enhancements:
Wolters Kluwer expanded AI-supported analytics within CCH Tagetik Expert AI, extending generative AI capabilities to support advanced analytics and collaboration through an Excel 365 add-in and integration with Microsoft SharePoint. - Data & integration improvements: Data integration capabilities were expanded to support AI-ready data pipelines, including deeper integration with Snowflake and Google BigQuery.
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Core CPM process upgrades:
Wolters Kluwer introduced enhancements across consolidation, planning and analytics, and disclosure management, improving consistency across core CPM processes. -
ESG & regulatory expansion
: ESG functionality was expanded to support sustainability planning and additional regulatory requirements, including
California climate disclosure rules, CSRD, and EU taxonomy alignment, IFRS sustainability requirements inJapan , and Carbon Border Adjustment Mechanism reporting. - Tax & operational enhancements: Corporate tax capabilities were extended with Operational Transfer Pricing solution, enabling closer alignment between tax planning and financial data.
- Usability improvements: Included updates to the user interface, expanded self-service training through a Learning Hub, and enhanced support monitoring through a centralized support portal dashboard.
Wolters Kluwer Corporate Performance Management (CPM) is part of the Wolters Kluwer Corporate Performance & ESG (CP & ESG) division. The division is the world’s leading provider of integrated software solutions for EHS, ESG, Corporate Performance Management and Audit and Assurance. Through innovative technology and unique expertise, Wolters Kluwer CP & ESG enables business leaders to make informed, strategic decisions driving transformation, performance and risk management for a sustainable and resilient world.
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