How Wealthsimple saves $1M+ annually with Glean

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.

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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.

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.

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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.

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.