List of Clearwater JUMP Customers
Boise, 83702, ID,
United States
Since 2010, our global team of researchers has been studying Clearwater JUMP customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Clearwater JUMP for Portfolio and Investment Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Clearwater JUMP for Portfolio and Investment Management include: Bank of Saint Lucia, a Saint Lucia based Banking and Financial Services organisation with 300 employees and revenues of $53.0 million, Galilee Asset Management, a France based Insurance organisation with 15 employees and revenues of $3.0 million and many others.
Contact us if you need a completed and verified list of companies using Clearwater JUMP, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Clearwater JUMP customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Bank of Saint Lucia | Banking and Financial Services | 300 | $53M | Saint Lucia | Clearwater Analytics | Clearwater JUMP | Portfolio and Investment Management | 2023 | n/a |
In 2023 Bank of Saint Lucia implemented Clearwater JUMP to power its new mutual fund. Bank of Saint Lucia, a subsidiary of Eastern Caribbean Financial Holding Company and the largest bank in Saint Lucia, expanded its Clearwater relationship by adding Clearwater JUMP as a Portfolio and Investment Management solution to support its investment lifecycle.
The Clearwater JUMP deployment uses Clearwater Analytics SaaS based platform with an included managed service, and implements reconciliation and data aggregation capabilities, investment accounting, and NAV & CRM tooling. Configuration focused on centralizing investment accounting and NAV calculation, standardizing reconciliation workflows, and providing modular investment operations functionality consistent with Portfolio and Investment Management requirements.
Operational coverage centers on the bank s asset management operations for the new mutual fund domiciled in the Eastern Caribbean, impacting investment operations, finance, compliance, and investor relations teams. The implementation leverages the platform s data aggregation and reconciliation features as part of the managed service to support investor reporting, NAV delivery, and client relationship workflows.
Governance and rollout extended the bank s existing Clearwater footprint, using modular flexibility to phase in the asset management operations platform and streamline investment processes. The bank stated aims to scale rapidly and grow significantly in size within the next year, and Clearwater described the deployment as supporting efforts to attract more international investors while providing a single provider platform for comprehensive investment lifecycle management.
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Galilee Asset Management | Insurance | 15 | $3M | France | Clearwater Analytics | Clearwater JUMP | Portfolio and Investment Management | 2024 | n/a |
In 2024, Galilee Asset Management began implementing Clearwater JUMP to standardize on Clearwater Analytics and consolidate fund and wealth activities across the investment lifecycle. The announcement dated June 18, 2024 specified the France based firm will centralize multi entity and multi activity operations following recent acquisitions, positioning Clearwater JUMP as the core Portfolio and Investment Management platform for the business.
Clearwater JUMP is deployed to provide end to end asset management functionality, covering front office portfolio management, middle office trade processing and reconciliation, and back office investment accounting, reporting, and analytics. The implementation emphasizes multi entity configuration and unified processing of equity and fixed income portfolios, with workflow automation to streamline trading processes and lifecycle events across fund and wealth management use cases.
The deployment approach drives connectivity to counterparties and critical market data sources, enabling consolidated custody, pricing, and position visibility across Galilee AMs entities. Operational scope described in the announcement focuses on consolidating activities across the firm’s Paris based operations and integrating newly acquired investment management companies onto a single Clearwater JUMP instance to centralize operations and counterparty connectivity.
Governance and operational change are framed around centralizing multi entity controls on a single platform, standardizing operational workflows, and providing a common data and reporting foundation. Galilee AMs stated objectives with Clearwater JUMP include consolidating operations, driving efficiencies, and fostering sustainable growth while improving end to end investment operations under its Portfolio and Investment Management initiative.
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Buyer Intent: Companies Evaluating Clearwater JUMP
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