Case Study: US-Based Wealth Management Firm achieves strategic alignment and boosts productivity with Synergita OKR

Wealth Management Firm Maximizes Strategic Alignment and Productivity with Synergita OKR

US-Based Wealth Management Firm, a fully independent registered investment adviser offering white-glove financial planning and investment management, struggled with complex OKR tools that hindered adoption and strategic execution. Seeking a simpler, more intuitive solution, the firm evaluated and selected Synergita and its Synergita OKR product for its user-friendly interface, AI chatbot assistance, and hierarchical goal structures.

Synergita implemented its OKR platform with self-sign-up onboarding, a Progress Tracking Dashboard, OKR Status Visualization, and a Mapped Hierarchy Tree while supporting the firm through adoption. The firm gained greater transparency and alignment — the dashboard reported 40.78% overall progress across 14 objectives (8 aligned, 6 unaligned), company-level nodes showing 88% in the hierarchy and individual key results reaching 100% — enabling better resource allocation, regular check-ins, and improved collaboration, a shift the CEO credited to Synergita’s simplicity.