Case Study: Wealthsimple improves knowledge access and efficiency with Glean

A Glean Technologies Case Study

Preview of the Wealthsimple Case Study

Wealthsimple improves knowledge access and enhances efficiency with Glean

Wealthsimple, a financial company, was struggling with information access after a period of exponential growth. Their remote-first employees found it difficult and time-consuming to locate crucial knowledge across various tools, which blocked innovation and caused frustration. To solve this, they implemented the Glean search platform.

Glean created a centralized, AI-powered search across Wealthsimple's core applications like Google Docs and Slack. This solution empowered employees to find answers independently, saving them significant time. The results were substantial, including an estimated $1.03 million in yearly cost savings, a drastic reduction in support handle times, and a 98% adoption rate across the company, allowing teams to work more efficiently.


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Wealthsimple

Kathleen Cauley

Knowledge Manager


Glean Technologies

14 Case Studies