Tagetik, a Wolters Kluwer company, is a leading corporate performance management (CPM) platform that enables organizations to streamline budgeting, planning, forecasting, and financial consolidation. Its solutions empower finance teams to drive accuracy, compliance, and strategic decision-making across the enterprise.
Campaign Objective
Tagetik partnered with Group Futurista to host a targeted virtual leadership summit designed to:
- Engage senior finance, accounting, and planning leaders
- Demonstrate the strategic value of unified performance management
- Generate enterprise-qualified demand opportunities
- Position Tagetik as a thought leader in corporate performance and finance automation
Target Audience Roles
- Chief Financial Officers
- Finance Directors
- FP&A Leaders
- Accounting Heads
- Controllers
- Enterprise Finance Executives
- Digital Finance Transformation Leaders
Event Metrics
| Metric | Result |
| Total Registrations | 360+ |
| Live Attendance | 44% (approx. 158 attendees) |
| On-Demand Views | 275+ within 30 days |
| Industries Represented | 28 sectors |
| Director Level & Above | 84% |
Event Delivery & Engagement
The summit featured:
- Keynote on modernizing finance operations with CPM solutions
- Executive panel on financial planning, consolidation, and reporting best practices
- Live platform demonstration showcasing budgeting, forecasting, and analytics
- Interactive polling on finance and performance management priorities
- Real-time Q&A and curated networking sessions
Engagement Highlights
- Strong participation from finance and accounting leaders
- 73 audience questions submitted live
- Average viewing duration: 45 minutes
- Peak engagement during platform demo on budgeting and forecasting
- Active peer discussions on improving finance efficiency and accuracy
Lead Quality & Conversations Generated
Qualified Leads Delivered: 190 MQLs
Lead Profile
- Enterprises modernizing finance and performance management
- Organizations implementing unified CPM solutions
- Companies improving budgeting, forecasting, and reporting accuracy
- Businesses enhancing strategic financial decision-making
Key Conversation Themes
- Streamlining financial consolidation and reporting
- Improving budgeting and forecasting processes
- Enhancing financial accuracy and compliance
- Leveraging analytics for strategic planning
- Driving enterprise-wide finance transformation
Post-Event Interest Signals
Participants requested:
- Platform demonstrations
- Finance process optimization consultations
- Integration and implementation discussions
- Pilot programs for CPM adoption
Results Snapshot
| KPI | Outcome |
| Qualified Leads | 190 |
| Senior Decision Makers | 84% |
| Avg Engagement | 45 mins |
| Questions Asked | 73 |
| Follow-Up Requests | Strong |
| Pipeline Potential | Significant |
Outcome
Through this focused virtual leadership summit, Tagetik successfully:
- Engaged high-intent finance and planning leaders
- Strengthened positioning as a corporate performance management authority
- Generated strong enterprise pipeline opportunities
- Initiated strategic conversations with qualified prospects
- Achieved measurable ROI from a single campaign partnership
