CW Connect | Trailblazer Award

Trailblazer Award

Celebrates client teams who have taken a leap in their business and adopted cloud and SaaS technology for investment operations. Winners should have defined a new path for their organization, demonstrating their ability to lead through example.

Please complete the form below and submit. You will receive a confirmation message upon completion.

1. Company name: *This question is required.

2. Total AUM: *This question is required.

3. How long has the company been on the Clearwater system? *This question is required.

4. Approximately how many people are on your team? *This question is required.

5. What qualifies the team as trailblazers? *This question is required.

6. Describe the previous process/systems and describe the current state and why it's better. *This question is required.

7. In what area (e.g. growth, scale, accuracy, transparency) have you seen the nominated company improve the most since modernizing their operations? *This question is required.

8. Your name:

9. Your title:

10. Your company name: