Wolters Kluwer’s CCH Tagetik wins 2025 Stevie Award, reinforcing AI leadership in financial software

Wolters Kluwer N.V. (AMS: WKL), the Netherlands-based multinational information services giant, has achieved yet another milestone in 2025 by securing the prestigious People’s Choice Stevie® Award for Favorite New Product in the AI – Financial category. The award, which is part of the American Business Awards® program, celebrates excellence in product innovation and marketplace impact, and this year’s recognition puts the spotlight firmly on the CCH Tagetik Intelligent Platform with its standout feature: the AI-powered super agent “Ask AI.”

This win not only reinforces Wolters Kluwer’s leadership in the corporate performance management (CPM) software segment but also mirrors a larger shift in global finance toward intelligent, automated decision support tools. As financial departments increasingly navigate complexity in compliance, forecasting, and ESG integration, AI-backed platforms like CCH Tagetik are reshaping the landscape of enterprise performance management.

What Is Wolters Kluwer’s CCH Tagetik Platform and Why Does It Matter in 2025?

CCH Tagetik is Wolters Kluwer’s flagship solution within its Corporate Performance & ESG (CP & ESG) division. The platform is designed to unify the most critical financial processes, ranging from extended planning and analysis (xP&A) to ESG and regulatory reporting. However, what truly sets the 2025 version apart is its integration of “Ask AI,” an embedded super agent capable of executing tasks, running data analysis, performing assumption testing, and responding to natural language voice commands in multiple languages.

The 2025 release incorporates agentic AI capabilities—a technological frontier where digital agents do more than just respond to queries. These agents execute multi-step tasks across workflows, anticipate user needs, and adapt in real time. This evolution is aligned with the broader AI adoption wave that’s been accelerating across enterprise SaaS in the post-pandemic digital transformation surge.

As global CFOs deal with increasingly decentralized teams, volatile markets, and pressure for sustainable disclosures, platforms like Tagetik provide an intelligent command center for orchestrating complex financial operations.

How Did Ask AI Transform the CFO’s Role in Financial Planning and Reporting?

In legacy financial systems, the CFO’s ability to analyze and act on data was constrained by fragmented workflows and siloed reporting tools. Ask AI fundamentally disrupts that dynamic by creating a single, intelligent interface through which finance teams can interact with data conversationally, test forecasting scenarios instantly, and accelerate compliance reporting cycles.

The impact on productivity and decision velocity is significant. For instance, financial close processes that traditionally took weeks can now be streamlined to a matter of days. More importantly, this AI assistant doesn’t just execute commands—it recommends next steps based on contextual learning, effectively functioning as a real-time advisor embedded within the financial stack.

This aligns with broader industry trends identified by Deloitte and McKinsey, which show a marked increase in the adoption of intelligent automation in finance to offset talent shortages and reduce operational costs. The AI-enabled CFO is no longer a future concept—it’s today’s competitive edge.

How Did the Public Respond to CCH Tagetik in the Stevie Voting?

In a fiercely competitive year for AI product launches, the CCH Tagetik platform secured its win through robust public support. The People’s Choice Stevie Awards saw over 11,000 global votes, and Tagetik led its category with more than 100 votes, affirming high market confidence.

Karen Abramson, CEO of Wolters Kluwer CP & ESG, noted, “Our AI-powered platform, with super agent Ask AI, empowers CFOs to unlock insights from their data, enabling faster, more strategic decision-making.” Her statement encapsulates the strategic pivot the company has made from pure software provisioning to cognitive solutions that think and act alongside human users.

Analysts and digital transformation consultants have also pointed to Tagetik’s differentiated AI model as a key driver of adoption across both mid-size enterprises and large multinationals. Its ability to handle complex financial modeling across geographies, industries, and compliance jurisdictions gives it an edge over legacy ERP add-ons or fragmented planning tools.

How Does CCH Tagetik Compare With Industry Peers in the CPM Software Market?

The corporate performance management space has seen rapid evolution over the past decade. Once dominated by traditional enterprise players like Oracle (NYSE: ORCL) and SAP (NYSE: SAP), the segment has opened up with the rise of cloud-native and AI-first competitors. Platforms such as Anaplan, OneStream, and Workday Adaptive Planning have invested in machine learning modules, but Wolters Kluwer’s CCH Tagetik stands out for its unified financial intelligence core and the embedded agentic AI layer.

From a financial performance standpoint, Wolters Kluwer’s CP & ESG division contributed significantly to the company’s 2024 revenues of €5.56 billion, with operating margins holding steady at approximately 25.3%. The Tagetik business unit itself reported double-digit growth year-over-year, driven by increased demand for ESG-linked financial reporting and integrated planning solutions.

By comparison, other players in the CPM segment have seen mixed margins and slower product consolidation. The AI capabilities in Ask AI, combined with real-time execution, make CCH Tagetik a standout—positioning Wolters Kluwer not just as a financial software vendor, but as a digital transformation partner.

What Is the Market Sentiment Around Wolters Kluwer Stock (AMS: WKL)?

As of June 2025, Wolters Kluwer (AMS: WKL) stock has shown resilient performance, trading near its 52-week high, with a year-to-date return of approximately 18%. The sentiment among institutional investors remains broadly bullish, buoyed by strong fundamentals and expanding product demand in the ESG, finance, and audit segments.

Recent analyst notes from HSBC and ING suggest a “Hold to Buy” stance, especially in light of Wolters Kluwer’s expanding AI-driven portfolio. Institutional flows in Q1 and Q2 2025 indicate rising positions from long-only funds with ESG mandates, further affirming confidence in the company’s sustainable finance and governance capabilities.

The Stevie Award announcement has sparked positive chatter across equity research forums and digital investor platforms, reinforcing the narrative that Wolters Kluwer is not merely riding the AI wave, but actively shaping it.

What Does the Future Hold for Wolters Kluwer’s AI-Driven Finance Solutions?

Looking ahead, the trajectory of the CCH Tagetik Intelligent Platform appears to be one of sustained expansion and functionality deepening. With cloud-native architecture, AI super agents, and multilingual capabilities, the platform is poised for broader international adoption, especially in APAC and Latin American markets.

Analysts also expect further M&A activity in the AI-finance and ESG analytics sectors as Wolters Kluwer looks to enhance its data ingestion, modeling, and reporting capabilities. Given its track record of acquiring strategic assets, the company is well-positioned to lead the next wave of enterprise finance transformation.

From a technology roadmap perspective, features such as dynamic ESG scenario modeling, embedded AI-assisted audit trails, and decentralized finance integrations are likely to shape upcoming releases. This anticipates regulatory environments where finance leaders will need to prove both foresight and accountability—attributes well-supported by the Tagetik ecosystem.

The broader financial software industry is entering a phase where products are expected to offer more than compliance and analytics—they must act, learn, and guide. Wolters Kluwer’s 2025 win serves as a validation of this new mandate and the company’s commitment to redefining the CFO’s digital experience.

Wolters Kluwer (AMS: WKL) is emerging as a pivotal force in AI-powered financial software. Its CCH Tagetik Intelligent Platform, crowned with a Stevie® Award, epitomizes the future of corporate performance management. With Ask AI at its core, the platform empowers CFOs to move from static reporting to dynamic, intelligent action. As global demand for real-time, ESG-integrated, and multilingual financial tools grows, Tagetik is strategically positioned to meet—and shape—market expectations. Investors, analysts, and CFOs alike would do well to monitor the next evolution from this AI trailblazer.