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Investment Management Redefined with Innovative AI
The Clearwater Intelligent Console, also known as CWIC, redefines investment accounting with powerful, generative AI and a new era of reporting. Our generative AI is designed for organizations of all sizes and features a user-friendly interface that simplifies complex investment reporting questions. Trained and informed on Clearwater’s $8.8 trillion of investment data, Clearwater’s generative AI acts as your virtual reporting expert, enhancing organizational efficiency and decision-making.
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Learn More About Clearwater's Generative AI Solution
Unlock Seamless Operations
Unlock Seamless Operations
Experience streamlined operations with expert knowledge, intuitive interfaces, and automated processes from generative AI that simplify complex investment reporting and enhance efficiency.
Maximize Your Team's Productivity
Maximize Your Team's Productivity
Clearwater enhances team capabilities by automating repetitive tasks and reducing response times for client queries.
Built-In Safeguards for Your Data and Operations
Built-In Safeguards for Your Data and Operations
Safeguard your business through automatic anomaly detection, error reduction via automation, and real-time compliance monitoring.
Digital Specialists at Your Service
Digital Specialists at Your Service
Generative AI-powered digital specialists streamline workflows, automate routine tasks, and enhance compliance and risk management, ensuring your operations run smoothly and efficiently.
Tailored AI Solutions for Every Business Need
Tailored AI Solutions for Every Business Need
Receive customizable AI solutions that adapt to your specific business challenges, providing targeted insights and support across various functions to drive strategic decision-making.
Full Integration with Existing Systems
Full Integration with Existing Systems
Clearwater easily integrates with your current software and data infrastructure, allowing for a smooth transition and maximized operational efficiency without disrupting your existing processes.
Why Use Clearwater's Generative AI?
Enhance Your Reporting Efficiency
Generative AI leverages hundreds of customizable, out-of-the-box Clearwater reports, ensuring that you can quickly identify the right report for any given task, saving time and effort
Gain Deeper Understanding of Your Data
Utilize generative AI to decode complex calculations behind security fields such as income, amortization, and book yields, empowering your team with comprehensive insights into your investments.
Expedite Month-End Close Processes
With generative AI, you can automate period-close checks and easily verify overrides, significantly reducing manual effort and enhancing accuracy in your financial reporting.
Make Informed Decisions Faster
Receive real-time insights and analytics, allowing your team to react swiftly to market changes and make informed decisions based on up-to-date information.
Our 3-Step Implementation Process
Enabling generative AI on Clearwater’s platform is a simple, turnkey feature that can be enabled for any client on Clearwater.
Step 1
Seamless integration with existing reports to minimize set-up time and maximizing knowledge right from the start.
Step 2
Configuration and customization ensures you have the right tools necessary to navigate your investment landscape efficiently.
Step 3
We provide hands-on training sessions for your team, ensuring everyone is comfortable using generative AI. After training, Clearwater supports your transition with continuous monitoring and assistance to address any questions.
