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Case Study

Delphi Financial Group

With the unique challenges of managing a complex global portfolio across several legal entities, the Investment Services team at Delphi needed a scalable solution to support the rapid growth and increasing complexity of new and existing asset classes.

“Clearwater has transformed the way we do business. A majority of the higher-risk, manual touchpoints have been automated away, with appropriate data validation checks to ensure a high-quality end product,” said Stephen McLoughlin, who is a Manager on the Delphi Investment Services team. “Our processes have been streamlined and allow us to focus on analyzing the data, instead of preparing the data.”

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