Clearwater Analytics
Understand the Clearwater Analytics platform: data, multi-basis accounting, insurers' reporting, front-to-back and the consultant's role in a project.
Access: an email address is enough, you receive a sign-in code. Payment by card, per module or for the full course.
What you will be able to do
- Present Clearwater Analytics, its business model and key dates, with sourced figures
- Describe the platform, its data sources and the aggregate, reconcile, validate cycle
- Qualify and document a reconciliation break
- Explain multi-basis accounting and insurers' regulatory reporting
- Map the offering from front to back office and probe how several vendors coexist
- Act as the consultant: scope, data migration, parallel run, cut-over
Who it is for
Consultants, project managers and insurers' finance, investment accounting and reporting teams who are discovering or implementing Clearwater Analytics.
Prerequisites
No prerequisites for the foundation modules; the intermediate modules assume the earlier ones.
Included
- Video with chapters
- PDF slides
- Marked quiz
- Verifiable certificate
Programme
Fundamentals
- 00Clearwater Analytics: the company, its clients and its figures
- 01The Clearwater platform and its data: architecture, feeds, reconciliations
Intermediate
- 02Multi-GAAP accounting and insurers' regulatory reporting
- 03Front to back: portfolio, compliance, risk, performance, private assets
- 04The consultant in an implementation project, and glossary
Training a team? Access for several employees, on quotation. admin@axent-consulting.com