Embedded within our platform, CWAN GenAI enhances how institutions reconcile data, generate reports, and manage portfolios-delivering precision, transparency, and scale to every decision.
Global institutions rely on our 800+ AI agents that can scale to process millions of data-intensive tasks across reconciliation, reporting, and portfolio management.
Address complexity and manual processes with powerful and useful, deeply integrated, and contextually relevant AI.
Runs inside CWAN’s own framework-no copilots, no external extensions.
Trusted across $10T client assets, executing millions of tasks daily.
Every action is traceable and auditable for regulatory confidence.
Real-time data processing, low-latency, encrypted, and compliant.
GenAI drives measurable performance across the world’s most complex investment operations.
Use case #1
GenAI can scale to process millions of transactions, learning from historical data to detect and resolve exceptions automatically, before they interrupt reporting.
Outcome
Up to 90% reduction in manual reconciliation effort and faster
issue resolution.
Use case #2
AI agents generate, validate, and submit reports autonomously, pulling directly from live accounting and investment data to ensure complete accuracy and compliance.
Outcome
80% faster report generation and same-day audit readiness.
Use case #3
GenAI surfaces discrepancies instantly, analyzes root causes, and provides clear recommendations, enabling finance teams to close faster and with confidence.
Outcome
50% faster close cycles and same-day resolution of variances.
Use case #4
Continuous scanning across asset classes identifies emerging risks, runs real-time stress tests, and alerts teams to exposures before they impact portfolios.
Outcome
Continuous risk visibility and proactive management of exposures.
Use case #5
Using live portfolio data, GenAI generates personalized, compliant client reports and summaries instantly, enabling faster communication and greater transparency.
Outcome
Instant, audit-ready reporting that builds trust with clients
and regulators.
Use case #6
Create agents with innate understanding of pricing models (such as Black-Scholes) to rapidly generate theoretical values and market sensitivities.
Outcome
Faster pricing outputs without the need for standalone systems.
Across global insurers, asset managers, and banks, CWAN GenAI is transforming how investment operations perform.
800+
agents in production
1,200
automated workflows each week
90%
reduction in reconciliation effort
50%
faster financial close cycles
Brian Cassin Capital Markets Leader at AWS
See how CWAN GenAI can transform your operations and accelerate every function across the platform.
Request your demo and see CWAN GenAI in action.
Production-grade AI transforms quantitative workflows—from scenario analysis to tail risk modeling—inside investment risk operations engine BOISE, Idaho, CHICAGO, NEW YORK, LONDON and HONG KONG, January 27, 2026 — Clearwater Analytics (NYSE: CWAN), the most comprehensive technology platform for investment management, today…
BOISE, Idaho, CHICAGO, NEW YORK, LONDON and HONG KONG, November 5, 2025 – Clearwater Analytics (NYSE: CWAN), the most comprehensive technology platform for investment management, today announced the global deployment of CWAN GenAI, a newly-launched, embedded generative AI platform that can be deployed to transform investment management, risk management, reporting and operations across more than $10 trillion in institutional assets.
Explore insights from Discover how scalable technology and data transparency are driving the next phase of growth in private markets and alternative asset investing. insurance CIOs on future-proofing operating models in our latest report with Clearwater Analytics.