Sequoia Financial Group’s Approach to Technology: Enhancing the Client Experience While Keeping Assets Safe
by Sequoia Financial Group
by Sequoia Financial Group
Built for you.
As our tagline states, Sequoia Financial Group has dedicated the last three decades to building a comprehensive suite of wealth management services that is singularly focused on delivering clients precisely the services they need to achieve their specific goals today and for future generations. That client-centric commitment is also core to Sequoia’s approach to technology.
Technology today is ubiquitous, and that, of course, includes within wealth management. There is a myriad of ways technology is embedded into the operations of most wealth management firms: reporting, trading, client portals, cyber security; the list seems endless. It is precisely because of the rapid proliferation of technology tools that Sequoia Financial Group takes a very thoughtful and purposeful approach to integrating technology to ensure it continues to provide clients with the best possible experience.
We recently sat down with Trevor Chuna, CFP®, AEP®, CTFA, MSFS, Chief Technology Officer at Sequoia Financial Group, and Chris Bentley, PMP®, Senior Director, Digital Skills Support at Sequoia Financial Group, to further explore how Sequoia leverages technology for the benefit of clients.
Read “Sequoia Financial Group’s Approach to Technology: Enhancing the Client Experience While Keeping Assets Safe,” to learn more.
This material is for informational purposes only and is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Diversification cannot assure profit or guarantee against loss. There is no guarantee that any investment will achieve its objectives, generate positive returns, or avoid losses. Sequoia Financial Advisors, LLC makes no representations or warranties with respect to the accuracy, reliability, or utility of information obtained from third-parties. Certain assumptions may have been made by these sources in compiling such information, and changes to assumptions may have material impact on the information presented in these materials. Sequoia Financial Advisors, LLC does not provide tax or legal advice.
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