Client SuccessBank of Saint Lucia
A Full-Lifecycle Solution to Administer First Mutual Fund Domiciled in the Caribbean
Bank of Saint Lucia relies on Clearwater’s solution for their investment lifecycle, which includes a managed service, reconciliation and data aggregation capabilities, investment accounting, and NAV & CRM tools.
Market / Corporations
Bank of Saint Lucia Limited is a premier financial institution that serves individuals, corporations and institutions and the local banking market with a wide range of personal, SME, commercial and investment banking products and services.
Headquarters: Castries, Saint Lucia
Assets Under Management: $550M
Website: https://www.bankofsaintlucia.com/
$550
million in AUM
5
branches
900k+
investment securities
Challenges
- Providing customers with a broader spectrum of investments
- Achieving exponential growth
- Enhancing the Bank of Saint Lucia’s position in the market
Results
- A comprehensive solution across the investment lifecycle
- Sophisticated asset management capabilities
- More investment options for customers
“Adding Clearwater JUMP to our infrastructure is a game changer for us. Having a robust, comprehensive solution from a single provider will give us the sophisticated asset management capability we need to provide our customers with a broader spectrum of investments, achieve exponential growth and enhance our position in the market."
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