Case Studies
Learn about the Transformation of our Customers for the Digital Age
Browse some of our customer case studies below across
Broker-dealer, Independent RIA, and Real Estate customers
or connect with our experts to learn more about our success stories.
Client
Sequoia Financial Group is an SEC Registered Investment Advisor managing over $18B in client assets. (as of 3.31.24)
Sequoia Financial Group offers comprehensive wealth management services, including financial planning, asset management, estate planning, fiduciary consulting, executive compensation planning, and family office services.
Challenges
01
Digital Advisor
Improve the digital advisor experience.
02
Extend the Platform
Ability to easily extend the platform to accomodate new systems and workflows for newly aquired RIAs.
03
Data Capture
Expand data capture across custodians and enterprise CRM system.
04
Design
Present all core data elements in one integrated platform to increase operational efficiency for all users.
Approach
Invent® and Sequoia’s business and technology team jointly defined key data capture needs that would support their firm’s operations and practice management needs. The data sources include Envestnet Tamarac, Envestnet MoneyGuidePro, Fidelity, Schwab and Salesforce financial services cloud. Invent® provided the datalake, data warehouse, and key integration API adapters to accelerate Sequoia’s custom Salesforce.com instance and Tableau reporting needs.
Result
Reliability
Implemented a more reliable backend data integration flow between Tamarac reporting and Salesforce Financial Services Cloud
New Integrations
Improved the delivery time of new desired integration features comparing to the previous integration company used by Sequoia
Reduced Costs
Reduced the overall cost of custom development
Hear from them
Sequoia’s technology vision is focused on driving excellence in the client experience for the digitally augmented RIA of the future. Invent® has turbo-charged our ability to execute on this vision and expanded our possibilities for future innovation through unique user experiences, data integration, and access.
Trevor R. Chuna
Chief Technology Officer
Sequoia Financial Group
