AI case study

WealthsimpleInternal knowledge search

Staff constantly interrupted experts to find data. Unified search now connects apps like Slack and Jira, enabling instant self-service.

Published|1 year ago

Key results

Annual Savings
$1.03M

Result highlights

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The story

Context

A Toronto-based financial services firm focused on making investment simple, transparent, and low-cost for mass-market clients.

Challenge

As the organization scaled, critical knowledge became fragmented across isolated tools, forcing employees to constantly interrupt senior staff for...

Solution
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Scope & timeline

  • 98% employee adoption rate

The company

Wealthsimple logo

Wealthsimple

wealthsimple.com

Digital investment management and financial services platform for retail consumers.

IndustryFinancial Services
LocationToronto, ON, Canada
Employees1K-5K
Founded2014

The AI provider

AI-powered enterprise search and assistant platform for workplace knowledge.

IndustrySoftware & Platforms
LocationPalo Alto, CA, USA
Employees251-1K
Founded2019

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