CCH Tagetiks new survey reveals finance leaders plan to increase agentic AI adoption by 6x

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Summary

Wolters Kluwer, a global leader in professional information, software solutions, and services, has released compelling survey findings on the current levels of adoption, future plans and key drivers related to Artificial Intelligence (AI) in the office of the CFO. • None To support this shift, Wolters Kluwer has launched a dedicated designed to help finance professionals build skills including greater AI fluency and data proficiency – empowering them to optimise our innovative technology and drive productivity. This new capability evolves the widely used cell-based retrieval approach, providing the necessary comfort for users coming from SmartView or similar tools. What makes it stand out is the seamless integration of Ask AI, which enhances the experience with natural language interaction: users can now pull data from CCH Tagetik and shape analysis-ready visualizations as needed. The survey was conducted with 392 finance leaders on May 21, 2025, during CCH Tagetik inTouch25, an annual conference focused on innovation in corporate performance management.

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