• Press Release
  • September 20, 2023

Clearwater Analytics Announces the Winners of its Customer Awards Program

Blackstone, J.P. Morgan, Nationwide, Resolution Life US & Transamerica Among Firms that Exemplify Operational Excellence in Investment Accounting

BOISE, Idaho, September 20, 2023Clearwater Analytics (NYSE: CWAN), a leading provider of SaaS-based investment management, accounting, reporting, and analytics solutions, today announced the winners of its Client Awards at Clearwater Connect 2023. Clearwater’s Client Awards highlight individuals, teams, and firms that have achieved growth, operational excellence, transformations and more with Clearwater’s award-winning investment accounting platform.

“Gathering under the banner of innovation in investment accounting, this year’s Clearwater Award recipients exemplify the pursuit of excellence and demonstrate what is possible when we unite in purpose to become better together,” said Susan Ganeshan, Chief Marketing Officer at Clearwater Analytics. “Today we celebrate not only their personal accomplishments, but a vibrant global community of innovators setting industry trends, breaking barriers, and achieving unparalleled success.”

The winners of this year’s Clearwater Connect 2023 Client Awards are:


Clearwater is recognizing these individuals for their expert-level knowledge using Clearwater’s technology. These power users adopt new feature functionalities as they are released and use the system in efficient, innovative ways through custom dashboards and reports.

  • Jon Williams, Assistant Controller, Deseret Mutual Benefit Administrators
  • Stacy Crook, Principal and Director of Investment Accounting, Asset Allocation & Management Company


Clearwater is honoring this firm for taking a leap in their business and adopting cloud and SaaS technology for investment operations. This winner has defined a new path for their organization, demonstrating their ability to lead through example.

  • Global Atlantic Financial Group


Clearwater is honoring these firms for demonstrating that rapid growth of AUM doesn’t slow or stop their progress. They are recognized for turning their invest-ops team into a growth enabler.

  • J.P. Morgan
  • Prosperity Life Group


Clearwater is recognizing these individuals for demonstrating their passion for investment accounting while ensuring reporting, compliance, and risk are managed in a thorough, comprehensive manner.

  • Rohit Sood, Head of Investment Accounting & Finance Services, Arch Capital Group
  • Merihan Tynan, Chief Compliance Officer at Cove Street Capital
  • Josh Kopechek, Sr. Director, Technology & Transformation, Nationwide


Clearwater is honoring this firm for turning their operations into a fast-paced, high-quality engine, while running a lean, efficient team.

  • Resolution Life US


Clearwater is honoring these firms for driving successful solutions to market while enabling clients to scale and grow quickly.

  • Blackstone
  • Transamerica

About Clearwater Analytics

Clearwater Analytics (NYSE: CWAN), a global, industry-leading SaaS solution, automates the entire investment lifecycle. With a single instance, multi-tenant architecture, Clearwater offers award-winning investment portfolio planning, performance reporting, data aggregation, reconciliation, accounting, compliance, risk, and order management. Each day, leading insurers, asset managers, corporations, and governments use Clearwater’s trusted data to drive efficient, scalable investing on more than $6.4 trillion in assets spanning traditional and alternative asset types. Additional information about Clearwater can be found at clearwateranalytics.com.


Susan Ganeshan, Clearwater Chief Marketing Officer | +1 208-433-1200 | press@clearwateranalytics.com