Client SuccessKnights of Columbus

Proactive Updates and Industry Expertise

With Clearwater’s web-based platform, the Knights of Columbus gain in-depth visibility into their risk, compliance, and performance. Clearwater also enables the Knights of Columbus to seamlessly incorporate new initiatives with no burden on internal IT teams or end-users.

Market / Insurers
The Knights of Columbus is a Catholic fraternal service with more than two million global members. They have an investment portfolio of $28 billion in assets under management (AUM).
Headquarters: New Haven, Connecticut
Assets Under Management: $28B
billion in AUM
million members
billion of life insurance policies in force
  • Investment accounting and reporting system bogged down by time-consuming workarounds 
  • Costly upgrades and delays on their legacy system were holding them back 
  • Complex investment strategy required a more streamlined system 
  • Streamlined implementation that doesn’t slow down the team 
  • Flexible web-based system with proactive enhancements and upgrades 
  • Automated daily reconciliation that delivers timely, accurate, and up-to-date investment data 

“Clearwater stayed in control and on track throughout the project, even though it was very complex. They did a good job of keeping everyone up-to-date. We really value the amount of time and effort Clearwater puts into staying ahead of the curve, rather than sitting back and waiting.”

Tom Brockett, Chief Accountant, Knights of Columbus

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