Case Study: Sequoia Financial Group accelerates Salesforce integration with Simplus

Sequoia Financial Group cuts account opening times by 42% with Simplus

Sequoia Financial Group, a financial services firm, faced challenges integrating a newly acquired firm's data from Redtail into Salesforce. The process was slow and difficult, prompting them to partner with vendor Simplus for its data migration and strategic managed services.

Simplus efficiently managed the data integration, greatly speeding up the transfer of critical data. This success allowed Sequoia to quickly move on to other strategic initiatives. The results included integrating over 2,000 households, a 42% reduction in account opening times, an 85% reduction in data extract times, and the complete elimination of manual data entry.

Sequoia Financial Group