How Wealthsimple Saves $1M+ Annually with Glean Enterprise Search
Wealthsimple, a Canadian fintech platform on a mission to make financial services simple and accessible, deployed Glean to unify search across its entire knowledge base — Google Docs, Slack, GitHub, Jira, and more. Employees no longer interrupt senior colleagues to locate information, and the top knowledge-access frustration identified in employee surveys has been eliminated. The result is $1.03 million in annual productivity savings, with 98 percent of employees actively using the platform.
Impact
$1.03M
Annual cost savings from time saved
98%
Employee adoption rate
Challenge
As Wealthsimple scaled, employees wasted significant time searching for information across disconnected tools, pulling senior colleagues away from high-impact work to answer questions that should have been self-serve — a friction that showed up consistently in company-wide feedback surveys.
Solution
Wealthsimple deployed Glean to create a unified, AI-powered search experience across Google Docs, Slack, GitHub, Jira, and other core applications, enabling employees to instantly surface relevant knowledge from the full company knowledge base through both search and natural-language conversation.
Tools & Technologies
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Full Story
Wealthsimple was built to make financial services transparent and accessible. As the company scaled, the internal knowledge infrastructure struggled to keep pace. Employees searching for answers had to work across multiple disconnected tools — and the friction compounded as the company grew. Pulse surveys, R&D surveys, and all-hands Q&As returned the same signal: finding the right information took too long and disrupted too many people. Senior employees, who held the most institutional knowledge, were bearing a disproportionate share of that burden.
The problem was not that information did not exist — it was that existing search tools failed to surface the right results reliably. Employees knew the answer was somewhere in Slack, or a Google Doc, or a Jira ticket, but locating it required either a broad manual search or interrupting a colleague. For an organization where speed and autonomy matter, this was an ongoing productivity tax with a real cost.
Glean gave Wealthsimple a single unified search experience across all of its core tools. When an employee searches for a policy, a past incident resolution, or an onboarding document, Glean queries the full corpus — Google Workspace, Slack, GitHub, Jira, and connected systems — and returns personalized, contextually relevant results. Employees no longer need to know which tool holds the answer; they just ask. The AI assistant extends this further, allowing teams to surface deeper context through natural-language conversation rather than keyword queries.
The operational improvements compounded quickly. Engineering teams resolved incidents faster because responders could immediately surface relevant runbooks and prior incident threads. Customer support teams reduced handle times by pulling answers from the knowledge base without escalating. New hires ramped faster by accessing past work and decisions without depending on mentors. In employee feedback surveys, knowledge access — previously a top frustration — stopped appearing as a concern entirely.
With 98 percent of Wealthsimple employees using Glean, the platform has moved from a productivity tool to foundational infrastructure. The $1.03 million in annual cost savings is the quantified portion of a broader shift: a company that previously lost hours per employee per week to knowledge friction now operates with the institutional knowledge visible to everyone. For a company competing in a fast-moving fintech market, that kind of organizational fluency is a compounding advantage.
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