Sequoia Financial Group, a registered investment advisor with more than USD7 billion in managed assets, following Sequoia’s merger with Wealthstone Advisors, will employ technology from ForwardLane, an award-winning provider of personalized client insights for wealth and asset managers, to deliver more personalised, proactive advice to clients.
Sequoia will begin using ForwardLane’s AI Insight Automation platform, a virtual analyst that reviews data from customer relationship management (CRM) software, custodians, and other sources, helping advisors prioritise opportunities to engage with and add value to client relationships.
“Our vision of the client experience of the future combines our advisor expertise, relationships and technology,” says Trevor Chuna, Sequoia Financial’s chief technology officer. “Adopting ForwardLane’s technology will allow us to better identify client needs and spend more time building and maintaining those relationships.”
“Sequoia Financial Group is committed to providing its advisors with the latest resources to enhance client engagement. Advisors need the right data, content and context to deliver the highest level of service, and we are excited to provide ForwardLane’s expertise to the Sequoia team,” says Nathan Stevenson, CEO and co-founder of ForwardLane.