Case Study: Nest Wealth achieves greater alignment and transparency with ClearPoint Strategy

Nest Wealth - Customer Case Study

Nest Wealth, Canada’s first SaaS-based wealth management platform, was growing quickly and needed a better way to keep strategy aligned across the organization. After relying on manual OKR tracking in PowerPoint, Google Slides, and Excel, the team found that action items were getting lost and many employees were disconnected from the company’s strategic plan. They turned to ClearPoint Strategy to support their transition from OKRs to a Balanced Scorecard.

With ClearPoint Strategy, Nest Wealth quickly built and imported its strategic plan, onboarded teammates, and created 25 summary reports within the first month. The platform improved transparency, accountability, and alignment across the company, while giving teams easy access to strategic updates for quarterly planning, weekly calls, and performance tracking. ClearPoint Strategy helped Nest Wealth make strategy more visible across the organization and better support its continued growth.

Nest Wealth

Adam Bullied

VP of Strategy and Operations