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Problem
Fragmented Data in a Precision-Driven Firm
Canterbury Consulting, an investment advisory firm—managing over $32 billion in assets for endowments, foundations, healthcare organizations, and high-net-worth families—struggled with operational inefficiencies due to fragmented systems.
Client information was spread across emails, spreadsheets, and department-specific databases, making it difficult to quickly retrieve data or build comprehensive views of clients' investment activity. For a firm that prides itself on timely insights and personalized service, these inefficiencies were a growing liability.
In addition to institutional portfolios, many family clients required custom solutions with direct access to their own records—adding to the complexity of managing individualized data flows and compliance requirements.
Q1
Solution
From Siloes to a Single Source of Truth
SmartSuite became the firm’s “second brain,” serving as a single source of truth across the organization. The firm rolled out several key SmartSuite use cases:
- Client CRM: Comprehensive profiles with linked records for financial history, contacts, and account notes.
- Investment Journals: Centralized tracking of client holdings across funds, SPVs, and direct investments.
- Task Management: Seamless coordination between advisors, analysts, and support staff.
- Client-Specific Solutions: Shared portals for families to access customized dashboards and performance reports.
One standout feature the firm developed was their TOP 25 dashboard. By leveraging SmartSuite’s linked records and formula fields, they created a dynamic report of each client’s top 25 holdings by market value. This includes exposure across various investment vehicles—from traditional funds to special purpose vehicles and direct investments.
Q2
Result
Faster Answers, Deeper Client Engagement
SmartSuite significantly improved operational efficiency and team collaboration. With all client data consolidated in one platform, staff can now answer client questions and complete internal reviews in seconds instead of hours.
The TOP 25 tool, in particular, became a major value-add, offering transparency and engagement in client communications. As one team member shared, “It’s one of the best ways to present data to our clients—they thoroughly enjoy seeing it.”
Looking forward, the team is planning to integrate SmartSuite’s automation features to further reduce manual effort and accelerate workflows.
In summary, SmartSuite has empowered the firm to:
- Eliminate data silos
- Enhance client reporting and engagement
- Enable rapid access to mission-critical information
- Set a foundation for scalable growth and future automation
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