Case Study: Sequoia Financial Group achieves stronger client relationships and $335K+ savings with Salesforce Pardot

Sequoia Financial Group uses Pardot to Transform Client Relationships

Sequoia Financial Group, a fee-based financial planning firm that prioritizes client-first recommendations, faced a fragmented digital stack and a marketing program stuck on one-way email blasts. With multiple platforms creating disconnected client data, limited tracking, no gated content, and little insight into campaign effectiveness, Sequoia couldn’t map client lifecycles or deliver personalized journeys.

By adopting Pardot and Engagement Studio, Sequoia consolidated data into a single platform, launched gated content, and automated multi-touch email journeys tied to analytics. The change delivered a 360° client view, personalized campaigns at scale, $335,000+ in first-year savings, a 15% lift in email open rates, and stronger client relationships and service.

Sequoia Financial Group

Trevor Chuna

Chief Technology Officer