Sequoia Financial Cuts Account Opening Time 45% With Feathery at $32 Billion RIA
Updated
Updated · wealthsolutionsreport.com · Jun 16
Sequoia Financial Cuts Account Opening Time 45% With Feathery at $32 Billion RIA
1 articles · Updated · wealthsolutionsreport.com · Jun 16
Summary
$32 billion RIA Sequoia Financial said Feathery’s onboarding platform cut custodial account opening time by 45% and reduced Not-In-Good-Order submissions.
Feathery embedded its workflows and user interfaces into Sequoia’s Salesforce-based advisor desktop, letting advisors onboard clients inside existing systems instead of relying on manual paperwork and duplicate data entry.
Sequoia said the change turned a heavily manual process into a more scalable digital workflow, while Feathery said the aim was to improve data accuracy and speed account funding.
The rollout highlights a broader wealth-management push to replace legacy onboarding systems that slow account opening and consume advisor and operations time.