Case Study: OCBC Bank achieves instant drill-down and faster forecasting with CCH Tagetik

How OCBC will save time, improve operational efficiency and elevate performance with CCH Tagetik's Budgeting & Planning

OCBC Bank, Singapore’s longest-established bank and the second-largest financial services group in Southeast Asia, faced a key data challenge: financial information from its regional operations (Singapore, Malaysia, Indonesia, China, Hong Kong) was captured only at highly aggregated levels, hindering detailed analysis. After evaluating generic offerings from major vendors, the bank sought a platform that could deliver deeper, faster insight.

OCBC implemented CCH Tagetik’s Budgeting & Planning, Collaborative Office and Consolidation modules, gaining strong drill-down capabilities that reveal detailed data “in seconds instead of days or weeks.” The solution streamlines forecasting, simulation and consolidation, enabling faster, better-informed decisions by senior management and significantly improving the efficiency of the finance function.

OCBC Bank

Kuok Hau Lim

Financial Analyst