2,000+
Households integrated on Sequoia’s platform
42%
Reduction to account opening times
85%
Reduction to data extract times
100%
Case Study
Sequoia Financial Group
At a glance
Sequoia was looking for a partner to conquer the initial challenges of integration but also address ongoing maintenance and innovation as it scales.
The Challenge
Sequoia recently acquired a fast-growing RIA and was working to integrate the acquired firm into their systems. Sequoia’s first priority was to move the acquired group from Redtail to Salesforce, but this proved to be a slow moving process replete with challenges. Partnering with Simplus was the solution. Simplus’ expertise in organizational merger operations and change management greatly sped up the transfer of critical data and allowed Sequoia to quickly move into other long-term strategic initiatives with Salesforce.
About Sequoia Financial Group
At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary consulting, executive compensation planning, and family wealth services.
Headquarters: Akron, Ohio
Website: www.sequoia-financial.com
Industry: Financial Services
The Outcome
Simplus delivered on its value proposition through its efficient management of the data integration. After that initial success, Sequoia was eager to continue their partnership with Simplus on other big picture priorities. Their goals are centered around optimizing their use of Salesforce as a comprehensive management tool supporting their continuing growth.
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