
"When you become the system of record, you just get this data mode. And it means that your audit costs go down, your internal reconciliations become super efficient and, with modern AI, you can even have the platform generate detailed insights across exposures. That is so freaking powerful when you can trace the life-cycle of a security end-to-end."
Shomik highlights the strategic advantage of C-WAN becoming the core system of record for its clients. This integration not only simplifies back-office functions and compliance but also creates a data flywheel that enables AI-driven insights. By reducing operational friction and enhancing risk management, this system could drive further customer stickiness and potential cross-selling opportunities as clients grow their complexity.
Shomik Ghosh's $CWAN bull thesis
September 22, 2025
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