Latest news with #CraigSchiff
Business Wire
5 days ago
- Business
- Business Wire
Wolters Kluwer named Premier Leader in BPM Partners Vendor Landscape Matrix for third consecutive year for CCH Tagetik Intelligent Platform
NEW YORK--(BUSINESS WIRE)--Wolters Kluwer, a global leader in information, software, and services for professionals, today announced that its AI-powered CCH Tagetik Intelligent Platform has again been named Premier Leader in BPM Partners Vendor Landscape Matrix. CCH Tagetik was further commended in the 2025 BPM Partners Vendor Landscape Matrix with a ranking of 'Outstanding' in Financial Consolidation and Customer Success and 'Excellent' in Financial Planning. Karen Abramson, CEO of Wolters Kluwer Corporate Performance & ESG, said: 'We are honored that CCH Tagetik has been acknowledged as a Premier Leader for the third year running. We are committed to product excellence and innovation, and last year, we launched the market's first AI-powered corporate performance management platform—the CCH Tagetik Intelligent Platform with Ask AI —and we have now evolved Ask AI to an embedded super agent. We focus on anticipating emerging market trends and responding with solutions that support customers' current and future needs across business performance and transformation, and strategic risk management.' The award-winning, AI-powered CCH® Tagetik Intelligent Platform digitally transforms the Office of the CFO's efficiency, accuracy, and strategic ability. It is a unified AI-powered platform for financial performance management (financial consolidation and close; budgeting, planning, and forecasting; ESG and regulatory reporting; corporate tax). At the heart of its continuous evolution is Ask AI —an emerging super agent that embodies Agentic AI with a Finance Brain™. Designed to address finance-specific needs, Ask AI supports a growing range of use cases: from self-service analytics through natural language–driven data exploration and visualization, to tasks execution with diagnostic checks for financial close and consolidation, and intelligent assistance in configuring data transformation processes. BPM Partners is the leading independent authority on business performance management (BPM/CPM/EPM) and related business intelligence solutions and has been recognized by Forbes as one of America's Best Management Consulting Firms. The company helps organizations address their budgeting, planning, financial consolidation, close and reporting, regulatory compliance, profitability optimization, key performance indicator (KPI) development, and operational performance challenges. Craig Schiff, President and CEO at BPM Partners, said: 'Wolters Kluwer's high customer satisfaction scores, the comprehensive and innovative nature of its CCH Tagetik platform, and its commitment to continually investing in AI to drive the continued digital transformation of the Office of the CFO, all contribute to its third consecutive year as Premier Leader in our Vendor Landscape Matrix.' Corporate Performance Management (CPM) business unit is part of the Wolters Kluwer Corporate Performance & ESG (CP & ESG) division. The division is the world's leading provider of integrated software solutions for EHS, ESG, Corporate Performance Management and Audit and Assurance. Through innovative technology and unique expertise, Wolters Kluwer CP & ESG enables business leaders to make informed, strategic decisions driving transformation, performance and risk management for a sustainable and resilient world. About Wolters Kluwer Wolters Kluwer (EURONEXT: WKL) is a global leader in information, software solutions and services for professionals in healthcare; tax and accounting; financial and corporate compliance; legal and regulatory; corporate performance and ESG. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with technology and services. Wolters Kluwer reported 2024 annual revenues of €5.9 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 21,600 people worldwide. The company is headquartered in Alphen aan den Rijn, the Netherlands. For more information, visit follow us on LinkedIn, Facebook, YouTube and Instagram.
Yahoo
19-06-2025
- Business
- Yahoo
Una Software Named "Best New Vendor" in BPM Partners' 2025 Pulse of Performance Management
Award recognizes Una's leadership in AI-powered, agile planning for modern finance teams TORONTO, June 19, 2025--(BUSINESS WIRE)--Una Software, the performance planning platform that unifies financial, revenue, and operational planning, has been named Best New Vendor in the Pulse of Performance Management 2025 webinar and report, published by BPM Partners. The annual benchmark recognizes standout vendors in financial planning and analysis (FP&A) and performance management based on innovation, usability, and market impact. In announcing the award, BPM Partners CEO Craig Schiff stated: "Una is poised to be very successful in this space, addressing a key need with a very compelling product." The evaluation cited Una's experienced leadership and its differentiated ability to unify financial and operational planning, revenue forecasting, and real-time execution tracking on an AI-native foundation. Solving Today's Planning Challenges Modern finance teams are under pressure to improve forecast accuracy, align across departments, and adapt faster to change. Legacy FP&A systems often fall short, relying on backward-looking models and siloed data. Una delivers a connected alternative built for today's dynamic environment. Key capabilities include: AI-powered revenue and operational forecasting based on real-time operations and financial data Embedded execution tracking to ensure follow-through and accountability Prebuilt, adaptable templates that reduce time-to-value Collaboration features designed to align Finance, Go-to-Market, and Operations teams By combining Agile FP&A, Operational Planning, and Execution Accountability, Una enables CFOs to shift from reactive reporting to proactive leadership. Backed by Analysts, Built for Scale The BPM Partners award affirms what forward-looking finance teams are prioritizing: real-time adaptability, cross-functional integration, and data-backed execution. With native integrations to platforms like Salesforce, HubSpot, and NetSuite, Una helps mid-market and enterprise companies forecast accurately and ensure teams stay on track to deliver results. The recognition comes amid a broader industry shift. Performance planning is emerging as a strategic differentiator, and finance leaders are rethinking how to bridge planning with execution. Una's modern architecture and rapid time-to-value are at the forefront of this transformation. About Una Software Una Software is the AI-native Performance Planning platform built for the speed of modern business. Unlike traditional FP&A tools that focus on past performance, Una helps finance teams plan with revenue and operational data, adapt plans instantly, and track execution with precision. With embedded BI, predictive forecasting, and real-time collaboration, Una turns planning into your competitive advantage. Una is the smarter, faster, and more accountable way to drive profitable growth. Learn more at About BPM Partners BPM Partners is the leading independent authority on business performance management (BPM/CPM/EPM) and related business intelligence solutions and has been recognized by Forbes as one of America's Best Management Consulting Firms. The company helps organizations address their budgeting, planning, financial consolidation, close and reporting, regulatory compliance, profitability optimization, key performance indicator (KPI) development, and operational performance challenges. Vendor-neutral experts guide companies through their BPM initiatives from start to finish while minimizing risk and costs, and maximizing buy-in and adoption. For further details, go to View source version on Contacts Tony Hocevarthocevar@ 437-808-5362 Sign in to access your portfolio
National Post
19-06-2025
- Business
- National Post
Una Software Named "Best New Vendor" in BPM Partners' 2025 Pulse of Performance Management
Article content Award recognizes Una's leadership in AI-powered, agile planning for modern finance teams Article content TORONTO — Una Software, the performance planning platform that unifies financial, revenue, and operational planning, has been named Best New Vendor in the Pulse of Performance Management 2025 webinar and report, published by BPM Partners. The annual benchmark recognizes standout vendors in financial planning and analysis (FP&A) and performance management based on innovation, usability, and market impact. Article content Article content In announcing the award, BPM Partners CEO Craig Schiff stated: 'Una is poised to be very successful in this space, addressing a key need with a very compelling product.' The evaluation cited Una's experienced leadership and its differentiated ability to unify financial and operational planning, revenue forecasting, and real-time execution tracking on an AI-native foundation. Article content Solving Today's Planning Challenges Article content Modern finance teams are under pressure to improve forecast accuracy, align across departments, and adapt faster to change. Legacy FP&A systems often fall short, relying on backward-looking models and siloed data. Una delivers a connected alternative built for today's dynamic environment. Article content Key capabilities include: Article content By combining Agile FP&A, Operational Planning, and Execution Accountability, Una enables CFOs to shift from reactive reporting to proactive leadership. Article content Backed by Analysts, Built for Scale Article content The BPM Partners award affirms what forward-looking finance teams are prioritizing: real-time adaptability, cross-functional integration, and data-backed execution. With native integrations to platforms like Salesforce, HubSpot, and NetSuite, Una helps mid-market and enterprise companies forecast accurately and ensure teams stay on track to deliver results. Article content The recognition comes amid a broader industry shift. Performance planning is emerging as a strategic differentiator, and finance leaders are rethinking how to bridge planning with execution. Una's modern architecture and rapid time-to-value are at the forefront of this transformation. Article content About Una Software Article content Una Software is the AI-native Performance Planning platform built for the speed of modern business. Unlike traditional FP&A tools that focus on past performance, Una helps finance teams plan with revenue and operational data, adapt plans instantly, and track execution with precision. With embedded BI, predictive forecasting, and real-time collaboration, Una turns planning into your competitive advantage. Una is the smarter, faster, and more accountable way to drive profitable growth. Learn more at Article content About BPM Partners Article content BPM Partners is the leading independent authority on business performance management (BPM/CPM/EPM) and related business intelligence solutions and has been recognized by Forbes as one of America's Best Management Consulting Firms. The company helps organizations address their budgeting, planning, financial consolidation, close and reporting, regulatory compliance, profitability optimization, key performance indicator (KPI) development, and operational performance challenges. Vendor-neutral experts guide companies through their BPM initiatives from start to finish while minimizing risk and costs, and maximizing buy-in and adoption. For further details, go to Article content Article content Article content Article content
Business Wire
19-06-2025
- Business
- Business Wire
Una Software Named 'Best New Vendor' in BPM Partners' 2025 Pulse of Performance Management
TORONTO--(BUSINESS WIRE)--Una Software, the performance planning platform that unifies financial, revenue, and operational planning, has been named Best New Vendor in the Pulse of Performance Management 2025 webinar and report, published by BPM Partners. The annual benchmark recognizes standout vendors in financial planning and analysis (FP&A) and performance management based on innovation, usability, and market impact. In announcing the award, BPM Partners CEO Craig Schiff stated: 'Una is poised to be very successful in this space, addressing a key need with a very compelling product.' The evaluation cited Una's experienced leadership and its differentiated ability to unify financial and operational planning, revenue forecasting, and real-time execution tracking on an AI-native foundation. Solving Today's Planning Challenges Modern finance teams are under pressure to improve forecast accuracy, align across departments, and adapt faster to change. Legacy FP&A systems often fall short, relying on backward-looking models and siloed data. Una delivers a connected alternative built for today's dynamic environment. Key capabilities include: AI-powered revenue and operational forecasting based on real-time operations and financial data Embedded execution tracking to ensure follow-through and accountability Prebuilt, adaptable templates that reduce time-to-value Collaboration features designed to align Finance, Go-to-Market, and Operations teams By combining Agile FP&A, Operational Planning, and Execution Accountability, Una enables CFOs to shift from reactive reporting to proactive leadership. Backed by Analysts, Built for Scale The BPM Partners award affirms what forward-looking finance teams are prioritizing: real-time adaptability, cross-functional integration, and data-backed execution. With native integrations to platforms like Salesforce, HubSpot, and NetSuite, Una helps mid-market and enterprise companies forecast accurately and ensure teams stay on track to deliver results. The recognition comes amid a broader industry shift. Performance planning is emerging as a strategic differentiator, and finance leaders are rethinking how to bridge planning with execution. Una's modern architecture and rapid time-to-value are at the forefront of this transformation. About Una Software Una Software is the AI-native Performance Planning platform built for the speed of modern business. Unlike traditional FP&A tools that focus on past performance, Una helps finance teams plan with revenue and operational data, adapt plans instantly, and track execution with precision. With embedded BI, predictive forecasting, and real-time collaboration, Una turns planning into your competitive advantage. Una is the smarter, faster, and more accountable way to drive profitable growth. Learn more at About BPM Partners BPM Partners is the leading independent authority on business performance management (BPM/CPM/EPM) and related business intelligence solutions and has been recognized by Forbes as one of America's Best Management Consulting Firms. The company helps organizations address their budgeting, planning, financial consolidation, close and reporting, regulatory compliance, profitability optimization, key performance indicator (KPI) development, and operational performance challenges. Vendor-neutral experts guide companies through their BPM initiatives from start to finish while minimizing risk and costs, and maximizing buy-in and adoption. For further details, go to
Yahoo
29-05-2025
- Business
- Yahoo
In assembling finance teams, Excel expertise still trumps AI skills
This story was originally published on To receive daily news and insights, subscribe to our free daily newsletter. While finance departments are placing increased value on artificial intelligence and machine learning, skills in those areas are, at least for now, unlikely to be the determining factor in a professional landing a job or getting a promotion. In a survey of 218 finance leaders by Vena Solutions, which provides an AI-powered FP&A platform for users of Microsoft technology, 57% said their teams are using AI to handle various operations, such as data entry, reconciliations and forecasting. That proportion will rise, as an additional 21% said they've acquired AI solutions but not yet adopted them. However, when asked to identify the single most important skillset to prioritize in building a strong finance team, only 4.6% of those polled selected AI/machine learning. Three times that many (14.7%) picked advanced knowledge of a much older technology: Excel. This embedded content is not available in your region. Despite the growing adoption of AI tools, 'Excel remains the workhorse many teams rely on to power or supplement [their] capabilities and automation solutions,' said Craig Schiff, CEO of BPM Partners, a business performance management advisory firm that collaborated on the survey with Vena. The research found that 89% of finance teams rely on Excel even if they have planning software in place. That almost surely will change as well, whether gradually or quickly. Accordingly, companies are incorporating AI experience, programming know-how and data analytics skills into finance roles. The Institute of Chartered Accountants, for its part, listed AI integration as a critical skill for accountants in 2025. It's no secret that as reliance on AI becomes more mainstream, some financial professionals may be understandably wary of the perceived possibility that it will eventually automate them out of their jobs. Vena has a different take. With technology handling routine processes, the company said in its survey report, 'finance roles can shift away from bookkeeping and traditional accounting. Instead, professionals are expected to provide strategic insights, model scenarios and guide business decisions.' The key applications for AI in finance include predictive analytics, financial planning and risk management, fraud detection, data visualization and analysis and process automation. But certain responsibilities remain beyond AI's reach. Vena noted that strategic decision-making 'requires human judgment, intuition and a deep understanding of business priorities.' AI cannot replace creative problem-solving, relationship management or business partnering. Indeed, 72% of survey respondents reported plans to expand their teams in 2025. Vena called that finding a clear indicator of the pressure teams are under to meet increasing workload demands. At the same time, even if AI doesn't push accountants out of their jobs, roles will continue to evolve. Those who embrace AI and automation will ultimately have a competitive edge in the workforce, according to researchers. Recommended Reading Only 23% of FP&A practitioners are using AI Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
