CCH Tagetik introduces the Expert AI Readiness Program to help finance teams close the AI readiness gap
Recent research shows that while four in five finance leaders believe artificial intelligence will transform their function over the next three years, fewer than one in five say they are ready to lead that change.
According to Wolters Kluwer’s Future Ready CFO Report, this gap between AI ambition and operational readiness is emerging as one of the most pressing challenges finance teams face today.
As organizations explore how to apply AI across finance, many initiatives stall before delivering impact. Pilots remain disconnected from core systems, and promising concepts struggle to move into governed, day-to-day workflows. The result is a growing divide between what finance leaders expect AI to deliver and what their teams can operationalize inside the close, plan, and report processes they rely on.
CCH Tagetik is focused on helping finance organizations close that gap by bringing AI into the systems and processes they already trust. Building on its position as the first vendor to embed AI directly into a CPM platform in 2024, and on continued innovation through 2026, CCH Tagetik has introduced the Expert AI Readiness Program.
The program is a structured engagement designed to close the AI readiness gap by helping finance teams move from AI aspiration to AI operations that run inside live financial workflows. Rather than treating AI as a parallel initiative, the program operationalizes machine learning and deep learning within close, planning, and reporting processes, aligned with the controls, data models, and governance finance leaders need.
Expert AI with a Finance Brain
The Expert AI Readiness Program reflects CCH Tagetik’s broader Expert AI with a Finance Brain™ strategy. This approach focuses on purpose-built intelligence grounded in financial logic and embedded directly into the systems of record finance teams already run.
While much of the market continues to position AI roadmaps, CCH Tagetik customers are applying Expert AI across real finance use cases. These include anomaly detection, data forecasting, dashboard creation, process monitoring, and trend analysis, giving finance teams the insights they need to support decisions with confidence.
“Finance teams make progress with AI when it is grounded in trusted financial data, embedded directly into the workflows they already use, and designed to support decisions under real scrutiny,” said Fabrizio Tocchini, VP, Technology Product Management, CCH Tagetik. “That philosophy is at the core of Expert AI with a Finance Brain, and it’s what the Expert AI Readiness Program delivers for finance leaders.”
A structured path from assessment to scale
The Expert AI Readiness Program provides a clear path for finance organizations to operationalize AI across their core processes. Through a structured engagement, the program helps teams assess where AI can deliver the greatest value in their finance data and processes, embed AI capabilities directly into day‑to‑day workflows, and prove impact through real proof‑of‑concept execution.
As organizations progress, the program supports scaling results through advanced agentic AI innovation and continuous value realization. Customers work directly with CCH Tagetik product and AI experts to ensure AI outcomes align with business priorities, governance requirements, and evolving finance needs.
As part of this journey, customers are positioned to adopt CCH Tagetik’s newest agentic AI experiences. These include Planning Sentinel, where AI agents continuously monitor performance, notify deviations, generate contextual explanations, and simulate alternative scenarios to help finance teams understand drivers, anticipate risk, and act faster.
Planning Sentinel is part of CCH Tagetik’s expanding Expert AI ecosystem, which also includes touchless reconciliation, disclosure consistency controls, intelligent data extraction and interpretation, and guided, automated finance workflows. Together, these capabilities are designed to streamline finance activities and accelerate time to value with AI.
Customer impact already in market
Customer results are already emerging. Members 1st Credit Union is using CCH Tagetik Expert AI to transform planning and reporting, achieving a 27% improvement in forecast accuracy and €400K in efficiency gains in six months.
These results are driven by AI‑powered anomaly detection and predictive forecasting embedded directly into finance workflows. Watch the full customer interview with Members 1st Credit Union here.
How finance teams can engage
The Expert AI Readiness Program is available to CCH Tagetik customers, with priority given to organizations demonstrating a strong commitment to finance transformation. Offered on a first‑come, first‑served basis, the program accelerates AI adoption through close collaboration and personalized support. Customers can contact their CCH Tagetik account team for more information.
The latest Expert AI innovations will also be showcased at CCH Tagetik Global inTouch, taking place May 19–21, 2026, in Lucca, Italy. The event brings together the global CCH Tagetik customer community for hands‑on demos, expert‑led workshops, and sessions focused on practical AI implementation in finance.
