CW Connect | Operational Excellence

Operational Excellence

Recognizes client teams that have turned their operations into a fast-paced, high quality engine, while running a lean, efficient team.

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

1. Company name: *This question is required.

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

3. Total AUM: *This question is required.

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

5. Describe how the nominee runs an efficient, high-quality investment accounting operation. *This question is required.

6. Describe some of the steps taken by the nominee to achieve this status. *This question is required.

7. Your name:

8. Your title:

9. How are you associated with the team you're nominating?