Our Servicing Model: An Extension of Your Team

Clearwater’s top priority is client success. We strive to be an extension of your team by providing responsive, consistent, and effective support so you can focus on what you do best: managing your investments. We believe it’s our responsibility to earn your business every day by providing the highest-quality support and training.

Clearwater’s client services personnel operate under a team servicing model, which provides clients with a dedicated group of experts devoted to ensuring your data is accurate and updated every day. Our teams work to truly understand your needs and proactively find solutions to meet your business goals. Clearwater users never wade through case submissions or automated responses. Our clients have direct access to a dedicated account manager and team of experts, which means you’re never more than an email or call away from unlimited support and training.

Market Expertise

Our client services teams are experts in their fields, presenting at conferences, attending regulatory meetings, producing guidebooks and white papers, and regularly writing content for our digital publication, Clear Insights. We provide clients with information on regulatory changes and release monthly product enhancements to ensure both clients and the Clearwater system are prepared for updates before they happen.

Our clients never wonder how their reporting will change or whether their data is up to industry standards.

Outstanding Client Experiences

98% of Clearwater’s clients rate their satisfaction with our services as “extremely satisfied.”

Our client services experts understand the individual needs of the organizations they serve by identifying challenges and developing customized processes and solutions. We also provide training on industry best practices to help clients make the most of the Clearwater system. We are dedicated to improving the lives of our clients by forming long-lasting relationships and earning their trust every day.

34 Languages Spoken

Implemented clients from across the globe

of all employees are dedicated to research and development and client services

Clearwater delivers the partnership we were looking for. We’re very impressed with Clearwater’s extremely knowledgeable team; they’ve even educated us on complex asset classes’ statutory reporting. From implementation and onwards Clearwater has exceeded our expectations, especially with their forward-thinking dedication to the insurance industry.
Clearwater makes my life so much easier! Any time I have questions, I can call my account manager and have an answer. They go above and beyond for their clients, so we can do the same for ours.
The Clearwater client services team is so helpful and always makes us feel like a priority. They respond very quickly with answers to our questions, and they work hard to make sure our process is as efficient, seamless, and easy as possible. There’s no better system available.
Clearwater’s client service team has been a great resource for us. In addition to being industry experts, they’re highly responsive to our questions and concerns. The work ethic and overall culture of the company is very impressive.
Clearwater’s client service has always been outstanding. Their team is quick to answer questions and is very knowledgeable about what Clearwater has to offer and how they can maximize the way each client uses it.
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