Clearwater Analytics Hits 900-Client Milestone for Agentic AI Workflows

Quick Summary

How do institutional investors overcome the trust gap in artificial intelligence? Clearwater Analytics reports that 99% of investors cite unreliable data as the primary barrier to adoption. By deploying agentic AI workflows on a single reconciled record, Clearwater has enabled 900 clients to move AI into daily production.

How Does Clearwater Analytics Solve the AI Trust Gap?

Clearwater Analytics addresses the "Data Divide" by providing a single immutable record that ensures accuracy across every asset and market. While 79% of executives believe their data is complete, only 56% rate it as accurate, creating a significant trust deficit. Clearwater’s platform closes this gap by running agentic AI workflows against a continuously reconciled investment record, ensuring that every AI-generated output is traceable to a verified source. This connected foundation for automation allows firms to move beyond experimental AI into sustained, everyday use. By prioritizing data governance and reconciliation, the platform ensures that AI-driven insights are based on facts rather than opaque or unreliable datasets. This approach has led to a 96% success rate for automated workflow runs, proving that trust is earned through data integrity.

What Results Have Agentic AI Workflows Delivered for Investors?

The adoption of agentic AI workflows has seen explosive growth, with the number of clients building custom workflows rising by 197% since January. Key performance metrics include:

• 900 clients now running AI workflows in live production environments.
• 105% increase in automated workflow runs since the start of the year.
• 3,591 successful runs completed in a single week.
• 79% of investors expect AI-enabled firms to outperform their peers.

These metrics demonstrate that agentic AI workflows are no longer a future concept but a current operational reality. Firms are moving beyond simple conversational queries to specialized AI agents that handle complex risk, accounting, and reporting tasks. This shift is transforming operational decisions, with 40% of firms now using AI to inform at least a quarter of their daily activities.

How Are Asset Managers Using CWIC Flow for Automation?

Real-world applications of agentic AI workflows are delivering tangible time savings for major financial institutions. At Blue Cross Blue Shield of Michigan, the team uses CWIC Flow to automate monthly validation for 198 accounts across six entities. This has shifted their process from a manual "search and scan" to a more efficient "spot and solve" model, allowing staff to focus exclusively on meaningful variances. Similarly, Securian Asset Management has utilized Clearwater’s tools to reduce manual work and capture significant time savings in their investment operations. By automating preliminary reviews and focusing on exceptions, these firms are proving that agentic AI workflows can handle the heavy lifting of data reconciliation, allowing human professionals to focus on high-value investigation and strategy.

“Securian Asset Management has leveraged Clearwater’s CWIC tool to reduce manual work, automate workflows, and capture tangible time savings,” said Kevin Ligtenberg, Director Investment Operations at Securian Asset Management. “We look forward to continuing to partner with the Clearwater team and making even more progress.”

FF NEWS TAKE:

The industry has spent years talking about the potential of GenAI, but Clearwater Analytics is showing that the real value lies in agentic AI workflows built on verified data. By hitting the 900-client milestone, Clearwater is proving that the "Data Divide" is the only thing standing between fintech firms and true automation. This announcement moves the needle because it shifts the focus from AI "chatbots" to autonomous operational agents that actually handle the complex, high-stakes accounting work that keeps the global investment market moving.