Case Study: Aegon Asset Management achieves automated consolidation and a faster close with CCH Tagetik

Aegon drives operational excellence and insightful management information across the whole organization with CCH Tagetik

Aegon Asset Management, a global active investment manager focused on helping people achieve lifetime financial security, faced a highly manual finance function driven by spreadsheets and a single general ledger. In a heavily regulated, fast-changing industry the finance team was stretched by consolidation, reporting, budgeting and forecasting demands.

They implemented Wolters Kluwer CCH® Tagetik for consolidation, reporting, budgeting and planning (with US rollouts adding forecasting and cost allocation), automating workflows, accelerating month‑end close and freeing staff to focus on value‑added work. The deployment improved productivity and process effectiveness, with Tagetik consultants tailoring solutions to Aegon’s industry-specific needs.

Aegon

Rishi Santokhi

CFO