THE FUTURE OF INVESTMENT INTELLIGENCE STARTS HERE
Automate tasks, surface insights, and scale expertise with CWIC.
CWIC, CWAN’s GenAI platform, helps portfolio managers, analysts, and operations teams work smarter through intelligent copilots and customizable AI agents.
Legacy systems are costing you more than time.
Traditional investment systems weren’t built for scale, speed, or intelligence, but CWIC is bringing AI-driven efficiency to the front lines of your operations.
small
Instant answers, no tickets required
CWIC specialists act as on-demand, AI-powered analysts ready to answer questions, calculate book yields, or explain anomalies across your entire portfolio in plain English.
small
Guided assistance for every user
With natural language navigation, CWIC turns novice users into power users, eliminating the learning curve and helping every team work faster, smarter, and with fewer errors.
small
Customize and scale a digital team
Need a compliance officer? A risk analyst? A daily reporting assistant? CWIC lets you build a team of fine-tuned AI agents that fit your exact workflows – no coding required.
What you can do with CWAN’s GenAI Platform.
From automated reconciliation to research-grade analysis, CWAN’s CWIC platform gives you powerful AI capabilities in a secure, enterprise-grade console.
CWIC Chat
- Chat with AI agents in CWAN products to get instant answers to questions.
- Navigate CWAN products and view reports with natural language questions.
- Get detailed descriptions of reports and data through AI conversations.
CWIC Specialist Lounge
- Leverage purpose-built agents with access to your data in CWAN’s ecosystem.
- Personalize role-based access to ensure secure
use. - Adapt quickly across business lines and
verticals.
CWIC Studio + Developer Kit
- Custom-build new specialists with your knowledge and details in a no-code environment.
- Extend capabilities beyond CWAN by integrating with your internal systems.
- Launch, test, and scale AI tools safely within a governed framework.
CWIC Flow
- Coordinate a team of AI agents that simulate roles like PMs, compliance officers, and analysts.
- Schedule recurring tasks and automate complex
processes. - Collaborate across agents for multi-step
workflows.
Build the digital investment team you have always wanted.
Schedule a demo to see how CWAN’s CWIC platform helps firms like yours unlock faster workflows, better decisions, and truly scalable operations.