The challenge
As Wealthsimple scaled, employees struggled to find the knowledge they needed to do their jobs efficiently. Feedback from R&D surveys, pulse surveys, and company Q&As revealed the same frustration: searching across multiple tools was time-consuming and disruptive.
For senior employees, the challenge was even greater. Experienced team members spent valuable time guiding colleagues to the right resources instead of focusing on strategic work. The company needed a way to make knowledge easily accessible — without overburdening its most tenured employees.
The solution
Glean created a single, unified search experience by connecting Wealthsimple’s core applications — Google Docs, Slack, GitHub, Jira, and more. Employees could now quickly surface answers without interrupting teammates.
With Glean, teams at Wealthsimple:
- Resolved incidents faster, reducing downtime and improving product stability.
- Improved customer support efficiency, decreasing handle times and lowering support costs.
- Accelerated onboarding, helping new hires get up to speed by learning from past work.
The impact was immediate. Before Glean, information retrieval was a top frustration across employee feedback surveys. After implementing Glean, mentions of this challenge disappeared. The result? Over $1 million in annual productivity savings.
About Wealthsimple
Wealthsimple is a financial company on a mission to help everyone achieve financial freedom. Using smart technology, Wealthsimple takes financial services that are often confusing, opaque and expensive and makes them simple, transparent, and low-cost. The company was founded by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada. To learn more, visit www.wealthsimple.com.
