Meet Laylah
People before product.
We’re Laylah. The app that’s changing the way financial advisors and their teams access, organize, and use their clients’ data.
At Laylah, we believe (pretty strongly) that if financial advisors and their firms had unlimited access to the quality data they needed to do their work they would be more efficient, provide exceptional service to their clients and run more profitable practices.
So, that’s what we set out to do: make effortless access to data the norm, not the exception. But, with the financial service industry undergoing a fragmented digital transformation, and fast, we had to answer a few tough questions first:
Meet the team.
We’re a Canadian company that values independence and we plan on staying that way.
We’re here to help financial advisors and their teams adapt to the realities of a constantly changing industry. To do that, we need people who value their autonomy, love their craft, and understand the importance of building long-term relationships within our team and with our clients.
Everything we do is for our customers: to keep independent financial advisors and their teams relevant in an industry that is rapidly changing. To do that, we need to stay close to our customers, focused on them and their independence. To understand that, we need to be independent at heart.
Jean-François St-Pierre
Co-Founder / CEO
Guillaume Lorquet
Co-Founder / CTO
Jean-Christophe St-Pierre
Co-Founder / COO
Alain Racine
Product Owner
Guillaume Rochat
Lead Developer
Alexandre Poirier
Senior Developer (Frontend)
Francis Lessard
Senior Developer (Frontend)
Louis Moreau
Customer Success Specialist
Roxanne Daviau
Customer Success Specialist
Jean-Michel Bourget
Senior Developer (Integrations)
How we see the financial service industry.
Today’s financial advisors are facing an increasingly fragmented industry. The abundance of apps and solutions means independence for financial advisors and their teams, but they’ve also created a feature-first, people-second environment by focusing on functionality while relying on financial advisors and their teams to manually input data.
Laylah takes a different approach.
Aggregators, robo-advisors, personal finance management applications, self-serve insurance products: these technologies all have one big advantage over independent financial advisors: access to high-quality data.
Laylah’s collaborative platform for independent advisors and their teams makes it possible to effortlessly access reliable data while consolidating information and tools to simplify communications, reduce repetition, and propose tailored solutions.
We immerse ourselves in the realities facing financial advisors and their teams and approach every problem from the financial advisor's point of view. In other words: we focus on the data and then put that data to work for financial advisors and their teams.
What makes Laylah different.
Developing an app that puts people before product needed, first and foremost, the right people.
People that know how to focus on the seed, how to listen, that perfection happens in iterations, and that the flexibility to evolve needs to be at the foundation of everything we do.
Lucky for us, we found them.
For Laylah, getting to the seed means being pragmatic and concentrating our resources on fundamental problems, the ones with the biggest impact. It means being analytical and taking the time it takes to think and understand before we act.
Listening isn’t just about being friendly and accessible, although those are good places to start. It’s about being open-minded and ready to revise our understanding of things. It’s about respecting the human on the other side of the screen. Listening at Laylah means staying close to our customers, collaborating with them, getting involved with their day-to-day realities. It means paying attention to how they use Laylah and transforming those observations, evolving our features into solutions and products that meet those needs.
Perfection takes structure. It takes admitting when we don't know something. It means taking the time to learn and being ready to re-evaluate our decisions and preconceptions as we learn. Perfection means communicating with industry professionals and innovative leaders. Sharing knowledge and expertise. Understanding their reasoning and adding these reflections to our way of working. At Laylah, perfection is an ongoing process that involves investing wholeheartedly in delivering work we can be proud of, and evolving as we learn.
Change is disruptive. It forces us to be creative, constantly re-evaluate, erase what isn’t working, keep what is, and start again. At Laylah, we understand that by paying attention to the behaviours and interactions of our customers, new features and ideas will emerge. By leaving room for intuition, we can anticipate future needs, apply our solution-oriented approach, and evolve to meet those needs.
What makes Laylah, Laylah.
For most companies, constantly evolving isn’t business as usual. Laylah isn’t most companies.
At Laylah, we’re focused on being a long-term solution by constantly collaborating and evolving to meet the changing needs of financial advisors and their teams.
To evolve requires collaboration. Whether it’s with our team, our partners, industry professionals or our customers, being open to collaboration is step one of evolving to meet the changing needs of financial advisors and their teams.
Demonstrating integrity may seem like a given, but at Laylah it's what drives us to constantly evolve and improve on the tools that help financial advisors put their clients first.
Laylah takes into account the realities of financial advisors, developing features and tools that are accessible and intuitive, so our customers can invest their time in their clients and not the repetitive tasks their reality demands.
Our purpose is to democratize access to reliable data and equip financial advisors with the accessible tools they need to continue evolving with their rapidly changing industry.
We’ve created an environment that fosters the development of expertise, enabling each member of our team to reach their full potential by learning and evolving their skills and expertise.