Sequoia Financial Group Cuts Account Opening Time 45 Percent Using Feathery Platform

Sequoia Financial Group has reduced custodial account opening times by 45 percent using Feathery's digital onboarding and workflow automation platform, announced in a press release. The registered investment advisor, which oversees about 32 billion dollars in assets, also saw a decline in Not In Good Order submissions.

Before adopting Feathery, Sequoia’s onboarding required manual coordination across teams and systems, with advisors collecting client information through emails and calls. The new system consolidates onboarding into a single digital workflow, featuring dynamic forms, CRM-prefilled fields, and automated document preparation. The workflows are integrated directly into Salesforce, allowing advisors to complete onboarding within their existing environment.

The platform connects Sequoia’s core systems, including Salesforce for CRM, Box for document management, DocuSign for electronic signatures, and custodians such as Charles Schwab and Fidelity. Client data now moves automatically between these systems, improving scalability and reducing manual errors.

According to Feathery, the automation has freed up advisor time by reducing paperwork and error correction, allowing more focus on client planning and communication.