Wealthsimple.
CSM account handover — Thomas → Adriana. Fintech. Sentiment at handover: Green.
Account overview Green
Transition: Thomas → Adriana
| Company | Wealthsimple Technologies Inc. |
| Industry | Fintech — financial planning & investing |
| HQ | Toronto, Ontario, Canada |
| Employees | ~1,200 |
| Platform fee | $4,500/yr (Apr 30 promo rate) |
| Per-user | $1/user/month |
| Min. spend | $30K/yr (incl. free warehousing) |
| HRIS | Workday → WorkOS dsync (active May 27) |
| Customer since | Mar 23, 2026 |
| Sentiment | Green |
Relationship map
Frances Policarpio (Workplace Experience) is champion + decision maker. Melissa Vekil (Comms / Employer Brand) is champion for brand/swag. Gagandeep Kaur is the Workday/HRIS technical contact. Kal Kopman handles billing (Zip Vendor Portal, PO #2511).
Open items & commitments
- Onesie transfer to warehouse — blocks the #1 parental-leave automation use case (order PUR-48 created May 29).
- Insert-card confirmation — Moo cards quoted; awaiting Melissa.
- Carol Serroul R&D bulk order (~$100/person, ~15 units) — schedule a sync.
- Okta SSO — Jason Chong started before departing; verify status with Gagan or Krista.
- Firestore csmEmail still shows nick@perkupapp.com — update to adriana@perkupapp.com.
- CAD invoicing — Frances asked; USD only for now (don't over-promise).
Risk & opportunity
Melissa going dark (controls onesie transfer + brand approvals). Jason's departure left SSO half-done. CAD-invoicing expectation. Tight $60K CAD budget. But integration is live with huge full-company expansion potential (34 → 1,200 employees).
Recommended first actions
Follow up with Melissa on the onesie transfer + insert cards, schedule Carol's R&D order, verify Okta SSO, and send Frances a warm, fully-contexted intro.
Source: confidential CSM handover document (Wealthsimple). Internal use only.