Clearwater Analytics has announced the global deployment of CWAN GenAI, an embedded generative AI platform designed for institutional investment management. The company says this new technology is now available across more than $10 trillion in client assets.
CWAN GenAI distinguishes itself from other AI tools by being fully integrated into Clearwater’s front-to-back platform. According to the company, over 800 AI agents have been created by clients and internal teams, along with 20 domain-specific agents. These agents are used to automate tasks such as reconciliation, reporting, portfolio analysis, and client communications.
“We’re witnessing the largest operational transformation in investment management since electronic trading,” said Sandeep Sahai, CEO at CWAN. “While the industry debates AI’s potential, our clients are already operating with autonomous intelligence that processes more data in a day than traditional systems handle in months. This is about fundamentally reimagining how institutional investment operations function in real-time.”
Souvik Das, Chief Technology Officer at CWAN, stated: “The industry has been waiting for AI that can handle the complexity and scale of institutional operations. We’ve engineered AI agents that can autonomously execute millions of tasks daily while maintaining the precision and auditability that institutions require. Our platform transforms operational efficiency, accelerates decision-making, and gives institutions confidence in leveraging AI across investment portfolios at enterprise scale.”
Brian Cassin, Capital Markets Leader at AWS, commented on the underlying infrastructure: “CWAN’s agentic workflow architecture, built on AWS, demonstrates how modern investment platforms can scale while maintaining institutional-grade security and compliance standards. By enabling real-time data processing, low-latency model orchestration, and encrypted model execution at institutional scale, CWAN can compress their data cycles (from 30 days to 24 hours), allowing their expanded customer base to identify issues and make decisions with speed and confidence.”
Performance metrics reported by Clearwater indicate that clients using CWAN GenAI have seen a 90% reduction in manual reconciliation effort, reports generated 80% faster for regulatory and accounting purposes, and financial close cycles completed 50% faster.
Financial professionals use CWAN GenAI in several ways:
– Asset managers automate variance analysis and fee calculations to deliver audit-ready reports more quickly.
– Risk analysts perform daily stress tests across asset classes to identify risks early.
– Operations teams manage trade settlement and cash management autonomously.
The system operates around the clock within Clearwater’s unified platform for accounting, trading, compliance, performance tracking, and reporting. It enables autonomous portfolio reconciliation analyzing billions of data points daily; generates audit-ready reports through natural-language queries; answers complex portfolio questions instantly; and schedules workflow automations that improve through feedback.
AWS provides the cloud infrastructure supporting these capabilities. Cassin added: “CWAN GenAI’s combination of speed, accuracy, scalability and security—underpinned by AWS’s computational power and governance frameworks—empowers global financial institutions to deliver competitive advantage while meeting the rigorous regulatory requirements their clients demand.”
Clearwater asserts that its approach addresses challenges faced by institutional investors dealing with large volumes of data amid increasing regulation. The company claims its solution allows firms to move from reactive operations toward real-time intelligence.
