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GEN AI DEPLOYED ACROSS THE CWAN PLATFORM

Intelligence built into every decision.

Embedded within our platform, CWAN GenAI enhances how institutions reconcile data, generate reports, and manage portfolios-delivering precision, transparency, and scale to every decision.

AUGMENTING HUMAN EXPERTISE WITH UNMATCHED PRECISION

AI embedded, not added on.

Global institutions rely on our 800+ AI agents that can scale to process millions of data-intensive tasks across reconciliation, reporting, and portfolio management.

AI that lives inside the platform.

 

THE CWAN GEN AI DIFFERENCE

Production ready.
Institutional grade.

Address complexity and manual processes with powerful and useful, deeply integrated, and contextually relevant AI.

Native by design

Runs inside CWAN’s own framework-no copilots, no external extensions.

Proven scale

Trusted across $10T client assets, executing millions of tasks daily.

Fully transparent

Every action is traceable and auditable for regulatory confidence.

Powered by AWS

Real-time data processing, low-latency, encrypted, and compliant.

See how our clients use cwan gen ai

Real intelligence. Real results.

GenAI drives measurable performance across the world’s most complex investment operations.

Use case #1

Reconciliation & data quality

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

Regulatory & accounting reporting

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

Financial close & variance analysis

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

Risk monitoring & stress testing

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

Reporting & client communications

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.

Operational efficiency,
redefined.

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

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“CWAN’s agentic workflow architecture, built on AWS, demonstrates how modern investment platforms can scale while maintaining institutional-grade security and compliance standards.”

Brian Cassin Capital Markets Leader at AWS

Experience intelligence that works the way you do.

See how CWAN GenAI can transform your operations and accelerate every function across the platform.

Request your demo and see CWAN GenAI in action.

See CWAN GenAI in action.
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