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
million in AUM
investment securities
  • Providing customers with a broader spectrum of investments
  • Achieving exponential growth
  • Enhancing the Bank of Saint Lucia’s position in the market
  • 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."

Medford Francis, Deputy Managing Director, Bank of Saint Lucia