Since inception, Sequoia Financial Group is focused on providing the best experience for its clients and their families. Continuing with its mission, Sequoia Financial Group has deployed Salesforce Financial Services Cloud to transform the client experience.
Wealth management firm deploys Financial Services Cloud to deliver a 360-degree view of clients and households and personalised financial advice at scale.
With user expectations rising, Sequoia turned to Salesforce Financial Services Cloud. The aim is to make it easy for advisors to access wealth information for the client, household and extended relationship network in one place.
Salesforce shared that Sequoia has deepened its relationships and expanded its business.
In addition, it provided a platform that could easily integrate with wealth management technology partners across accounting, portfolio management and more. This enabled the advisors to be able to. provide more personalised client services.
“We are laser-focused on enriching the lives of our clients and families, and understanding their needs and desires is paramount,” said Trevor Chuna, Vice President, Wealth Planning & Operations, Sequoia Financial Group.
With Salesforce Financial Services Cloud, they were able to deliver more personalised services and make more informed decisions, increasing the productivity of our team and helping clients in their effort to achieve their financial goals.
Financial Services Cloud allows Sequoia Financial Group to easily map relationship networks, making it easier than ever to manage multiple clients and households across private, institutional and corporate customers. And, because it’s powered by Salesforce Einstein, Financial Service Cloud can apply AI to surface new client insights, offer intelligent recommendations and automate advisor touch points, helping advisors deliver proactive and personalised advice for everyone.
With less time needed to gather client data, Sequoia advisors can focus more on deepening their client relationships and growing their book of business.