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IN TOUCH USA Copertina Landing Page
landing page AKC NA (10)
Company
Trez_Capital_Logo
Industry
AKC NA - Landing Page Trez Capital (2)
CCH® Tagetik for
finanza 1
Group Reporting
finanza 2
Financial Consolidation
finanza 3
Disclosure Management
Key facts
finanza 4
Over $5.4B in Asset Under Management
finanza 5
Originated 1,800+ Loans
finanza 6
Over $19B in Loans Funded Since Inception 
Initial Pain Points
Everything performed in Excel
Lack of workflow to guide process contributors
Complexity in managing multiple consolidation and sub-consolidation scopes
Risk of errors in performing simple/repetitive manual tasks
Data quality
Lengthy process, with frequent delays

CCH® Tagetik Benefits
Robust workflow
Single source of data for group reporting
Automated/Scheduled data refresh
System manages currency conversion, IC eliminations and complex consolidation logics while the team is
focused on review and analysis of results
Improved data quality and process execution time 

Next steps
Completing configuration Disclosure Management
Looking into Budgeting and Forecasting processes
TrezCapital
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