Case Study: Triodos Bank achieves clearer financial storytelling, streamlined budgeting and auditable reporting with CCH Tagetik

Triodos Investment Management gains business insights for more informed and confident decision-making

Triodos Investment Management, part of the sustainable Triodos Bank group, manages 17 funds and needed a way to “tell the story behind the numbers.” The controlling team required an automated, auditable solution to connect financials and non‑financials, simplify regulatory reporting and reduce costly data‑service overheads. After evaluating OneStream and Cognos, they chose Wolters Kluwer CCH Tagetik in the cloud.

CCH Tagetik delivered a single, sophisticated database for scenarios that removed versioning issues and ensured the right numbers and formulas. The platform streamlined budgeting, forecasting and consolidation, cut redundancies, improved presentations and saved time, while enabling integrated financial and non‑financial reporting—results the controlling team now uses to communicate clearer, auditable insights.

Triodos Bank

Ron Konjer

Manager Controlling