Case Study: Helvetia achieves streamlined Solvency II reporting and finance workflows with CCH Tagetik

Helvetia - Customer Case Study

Helvetia, a leading Swiss all-lines insurer with operations across multiple countries, needed a new finance and regulatory reporting platform after maintenance was discontinued on its legacy Oracle Hyperion system. The company faced complex local and Solvency II reporting requirements across different legal entities and sought a replacement that could handle varied regulatory demands.

Helvetia chose Wolters Kluwer’s CCH Tagetik Solvency II pre-packaged solution for its experienced team, broad customer base and workflow cockpit. The platform’s workflows and direct mapping to the EIOPA data model streamlined data preparation, supported precise database queries and produced XBRL files for regulator submission—allowing Helvetia to simplify compliance and extend use to budgeting, planning, profitability analysis and cost allocation.

Helvetia

Andrea Koller

Risk Manager