When Triglav Group, a leading insurance-financial group in Southeast Europe, began its journey toward IFRS 17 compliance, it faced a familiar challenge: how to bring consistency and control to complex, data-driven processes. With a clear need for a solution that could bridge finance and actuarial functions, Triglav turned to CCH Tagetik, and trusted implementation partners Inulta and CMRT, to deliver a seamless, scalable approach to compliance.
Through close collaboration, the teams designed and launched a unified reporting environment that not only satisfied regulatory demands but also created ongoing value through automation, transparency, and operational efficiency.
Highlights:
- Pre-built IFRS 17 logic and calculations implemented
- End-to-end automation from ingestion to reporting
- Strong audit trail and traceability across workflows
- Reduced manual effort through unified platform and automation
- Excel-based interface enabled fast adoption across teams
- Scalable foundation for long-term regulatory and business needs
Solution in Action
FRS 17 introduced new layers of complexity for Triglav Group, not just in calculation logic, but in the volume and structure of data flowing between systems and teams. Early in the project, Triglav Group prioritized building a centralized platform that would support both actuarial and financial stakeholders, while remaining agile enough to adapt to evolving regulatory interpretations.
To achieve this, Triglav Group implemented the CCH Tagetik IFRS 17 solution, guided by the expertise of Inulta, who led the technical design, configuration, and testing. Their knowledge of the IFRS 17 framework and hands-on delivery approach ensured consistent alignment across internal teams and external auditors.
The teams leveraged standardized components within CCH Tagetik to accelerate implementation, while maintaining flexibility for future reporting evolutions. The result: a stable, unified platform that enhances visibility, reduces risk, and empowers Triglav to use its data more strategically, both for compliance and business insight.
See the Full Case Study
Explore how Triglav Group transformed IFRS 17 into an opportunity, reducing manual workload, aligning cross-functional teams, and creating a strong foundation for future regulatory success.
