Wealthsimple - Customer Case Study
Wealthsimple
Toby Triebel
Chief Executive Officer
B2B Case Studies Featuring Wealthsimple as the Customer
Explore case studies featuring Wealthsimple as the customer — learn how vendors and partners helped Wealthsimple solve real business challenges.
Case Studies
Showing 9 Success Stories about Software and Services used by Wealthsimple
How Wealthsimple and Flinks Turn Consumers Into Investors in Minutes
Wealthsimple
Laura Lampe
Senior Director of Operations
How Wealthsimple, one of Canada's top fintech companies, uses Clockwise to maximize their time
Wealthsimple
Nate Smith
Principal Software Engineer
Wealthsimple improves knowledge access and enhances efficiency with Glean
Wealthsimple
Kathleen Cauley
Knowledge Manager
Wealthsimple innovates in customer service with Ada’s AI Agent
Wealthsimple
Christine Farrugia
VP, Client Experience & Strategy
How Wealthsimple uses Rootly to create a culture of wellness and psychological safety for incident commanders
Wealthsimple
Chris Inch
Director of Engineering
How Wealthsimple’s switch to Notion simplified org-wide alignment with a wealth of shared knowledge
Wealthsimple
Kathleen Cauley
Manager
How Wealthsimple minimized developer toil and cut release times by 60% with Runway
Wealthsimple
Sean Pollock
Senior Engineering Manager
Wealthsimple mitigates developer toil with GitHub Actions
Wealthsimple
Scott Barr
Senior Engineering Manager
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