Delivering Generative AI for Investment Data Management

Bringing Generative AI to investment data management is the next transformational step in leveraging technology and AI. At Clearwater Analytics, we help investment managers access, analyze, and integrate data more quickly and effectively in an interactive and conversational way. It's not quite Star Trek yet, but we're well on our way!

Clearwater and Snowflake's partnership is bringing Clearwater's Generative AI solutions to investment managers via Snowflake's Data and AI Cloud. This makes them even more powerful to streamline data delivery and drive faster and more effective decision-making.

Today's investment managers have more data, more complexity, and more volume to manage than ever before. This is not unexpected - we've been discussing these challenges for a long time. What's new is the way Clearwater and Snowflake are partnering to leverage the power of Large Language Models (LLMs) to cut through this data and deliver sophisticated answers to the most difficult questions, all via a seamless, user-friendly user interface.

This is a new standard in data access and management, setting the tone for the integration and use of Generative AI to support investment managers' decision-making and growth. Our highly trained digital specialist can answer those complex client queries because it has the knowledge, application expertise, and necessary contextual awareness. It truly is intelligent.

Integrating AI with Investment Data

As investment firms grapple with an increasing variety, volume, and complexity of data, it's essential to link this information across diverse assets and platforms, pulling from multiple accounting engines, analytics platforms, and data sources. Without this integration, there is no single source of truth, limited clarity, and almost endless opportunities for decisions to be made on inaccurate or siloed data.

Doing this manually is not an option - it's too slow, leading to data and processes riddled with errors and it ties up valuable resources - all without providing the speed and scalability the end clients need.

Platforms, like Clearwater Prism, that integrate and normalize this data across file types and platforms are the building blocks of genuinely transformational AI solutions in which this data can be managed, accessed, and queried in more detail and at faster speeds than ever before. This is why we've distilled 18 years of domain expertise into our Generative AI Platform (Clearwater Intelligence Console or CWIC). Now, our clients have simplified, smart, and intuitive access to a range of specialist skill sets and increased data protection. They can create custom applications, unlock valuable insights, and guarantee scalability, all while maintaining data security.

In the real world, this looks like…. A chat-based, intuitive solution that transforms how you interact with your data.

With the Clearwater-Snowflake partnership, our clients get:

1. A unified data platform

We've integrated the power of Clearwater's Gen AI solutions with Snowflake to deliver rapid data integration and data consolidation, and quick access to comprehensive and varied investment datasets. Combined, this ensures data is accessed and delivered more quickly, driving speed and scalability in both decision-making and operations.

1. An integrated generative AI

Clearwater's Generative AI (CWIC) specialists now tap directly into client data through Snowflake's Cortex Analyst. This gives the AI a new dimension of data awareness to facilitate sophisticated interactions between the data and the users, expanding existing understanding.

1. Improved collaboration

Our integrated platform aligns operations, promoting teamwork and collaboration. Operations are aligned across processes and agility is built in with CWIC's ability to expand and learn based on clients' users' interactions. Together, this drives scalability with no loss in performance.

Redefining Data Analytics in Investments

In short, this partnership facilitates our global community's access to and use of investment data, setting a new standard in data access. Clients will enjoy a seamless experience with enhanced data interpretation, robust security, scalability, and the benefits of 24/7 AI-powered support.

Institutional asset managers and owners interested in directly accessing Clearwater data and AI agents via their Snowflake instance can visit Clearwater's Investment Data Management page.

Embark on a transformative journey with us, as we continue to push the boundaries of what's possible in the realm of investment data management.

Read more about the partnership between Clearwater Analytics and Snowflake in our press release.

Public link

Please use the above public link if you want to share this noodl on another website.