Sequoia Financial Group Transforms Client Relationships with Salesforce

Wealth management firm deploys Financial Services Cloud to deliver a 360-degree view of clients and households, and personalized financial advice at scale

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Salesforce announced that Sequoia Financial Group—an award-winning wealth management firm that serves private, institutional and corporate clients in the Midwest and Southern U.S.—has deployed Salesforce Financial Services Cloud to transform the client experience, deepen its relationships and grow its book of business.

Throughout its more than 25 years in business, Sequoia Financial Group’s mission has been focused on providing the best experience for its clients and their families. With user expectations rising, Sequoia Financial Group realized the need for a technology platform that could support the delivery of highly personalized advice for thousands of clients.

The company turned to Salesforce Financial Services Cloud to make it easy for advisors to access wealth information for the client, household and extended relationship network in one place. In addition, they needed a platform to easily integrate with wealth management technology partners across accounting, portfolio management and more, to ensure their advisors could provide more personalized 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, VP, Wealth Planning & Operations, Sequoia Financial Group. “With Salesforce Financial Services Cloud, we are able to deliver more personalized services and make more informed decisions, increasing the productivity of our team and helping clients in their effort to achieve their financial goals.”



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