Redefining financial services through technology, innovation, and a commitment to empowering financial futures: SigFig  

In the realm of financial management, the consolidation of services such as cash management and financial planning into a unified platform simplifies the process for both advisors and clients. The advent of technology facilitates this integration, offering opportunities for data-driven insights that enhance decision-making capabilities. Despite the potential benefits, the adoption of technology remains a challenge, with many retail banks relying on outdated systems, and wealth management firms grappling with issues related to tech integration.

This technological lag means that bankers and wealth managers may not fully serve their clients, missing out on opportunities to make a lasting impact on their financial portfolios. Recent studies indicate a growing preference among investors for digital or remote communication with their advisors, with some expressing a preference for digital-only advice. Clients prioritize convenience and control when selecting a financial management firm, prompting many wealth management entities to reevaluate their digital engagement strategies to better appeal to younger, mass-affluent clients.

For financial institutions seeking to enhance their services, partnering with fintech providers like SigFig proves advantageous. SigFig offers an Integrated Financial Advice & Service Ecosystem, delivering digital wealth solutions for mass affluent clients alongside screen-based collaboration solutions for consistent service delivery. Renowned financial institutions such as UBS, Wells Fargo, Citizens, Santander, and Scotiabank leverage SigFig's customer-centric ecosystem, consisting of SigFig Discover, SigFig Engage, and SigFig Digital Wealth. Through these partnerships, financial institutions can innovate swiftly, providing consumers with the experiences necessary to achieve their financial goals.

Advantages of Partnering with SigFig Platform

Comprehensive Financial Advice and Service Ecosystem: Financial institutions benefit from SigFig's Integrated Financial Advice & Service Ecosystem, which encompasses a wide range of digital wealth solutions tailored for mass affluent clients. This comprehensive ecosystem provides end-to-end services, covering various aspects of investment and advisory needs.

Digital Wealth Solutions for Mass Affluent Clients: SigFig delivers digital wealth solutions specifically designed for mass affluent clients. These solutions leverage advanced technology to offer diversified portfolios and personalized financial strategies. The focus is on providing a seamless and user-friendly experience for clients navigating their wealth management journey.

Trusted by Renowned Financial Institutions: SigFig has earned the trust of renowned financial institutions, including UBS, Wells Fargo, Citizens, Santander, and Scotiabank. These institutions leverage SigFig's customer-centric ecosystem to enhance their digital offerings, ensuring that they stay at the forefront of innovation in the financial services industry.

Customer-Centric Ecosystem Components: SigFig's ecosystem consists of key components like SigFig Discover, SigFig Engage, and SigFig Digital Wealth. These components work in harmony to provide a customer-centric experience, covering everything from discovering financial needs to engaging in collaborative interactions and implementing digital wealth strategies.

Enhanced Consumer Experiences: Through strategic partnerships with SigFig, financial institutions can deliver enhanced consumer experiences. The platform focuses on creating experiences that align with the diverse needs and preferences of clients, helping them achieve their financial goals more effectively.

Accelerating Digital Transformation: SigFig's solutions play a crucial role in accelerating digital transformation for financial institutions. By integrating SigFig's offerings, these institutions can stay competitive in the digital landscape and meet the expectations of clients who increasingly prefer digital channels for financial services.

Partnering with SigFig empowers financial institutions to offer cutting-edge digital wealth solutions, ensuring a seamless and customer-centric approach. The collaborative and screen-based features enhance service delivery, making SigFig a valuable ally in the pursuit of providing innovative financial services.

Digital Wealth Solutions for Tailored Investing Experiences

SigFig offers a comprehensive suite of digital wealth solutions designed to provide exceptional digital investing experiences for clients and advisors. These solutions leverage advanced technology to deliver diversified portfolios, catering to the unique financial needs and goals of investors.

Beyond Traditional Interactions with SigFig Engage: SigFig Engage goes beyond traditional audio and video interactions, introducing a platform that orchestrates remote and collaborative client experiences. The aim is to foster closer relationships between clients and their financial institutions by providing a seamless and innovative communication channel.

Elegant Technology for Enhanced Client Experience: SigFig Engage focuses on creating elegant technology that enhances the overall client experience. The platform seamlessly integrates simple, intuitive client-facing technology with a growth-enabling, integrated advisor backend. This integration includes essential tools such as audio, video, and screenshare, connecting and elevating these features for finance-specific conversations.

Multi-Party Meetings for Wealth Transfer Discussions: The introduction of multi-party meetings in SigFig Engage removes location constraints, providing a venue for effective generational wealth transfer discussions. This feature enables a collaborative and inclusive environment for discussions that go beyond traditional one-on-one interactions.

Connectivity, Digitization, and Automation: SigFig's platform encourages connectivity, digitization, and automation, allowing financial institutions to integrate existing tools or utilize Engage's native capabilities within a single collaborative platform. Streamlined workflows reduce the time spent on common tasks, eliminating inefficient follow-up communications.

Empowered Teams with Personalized Agendas: Teams using SigFig Engage are empowered to build personalized agendas and content modules that lead to insightful recommendations. This approach creates a natural and engaging conversation, ensuring that client interactions are meaningful and tailored to their specific needs.

End-to-End Digital Wealth Solutions: SigFig's end-to-end digital wealth solutions cover a comprehensive range of investment and advisory services. This includes investment and portfolio management, model due diligence, risk profiling, client suitability assessments, and trading. As an outsourced RIA, SigFig manages advisory and operational services seamlessly.

Tailored Experience with Audio and Video Capabilities: The audio and video capabilities of SigFig Engage are tailored for finance-specific conversations, enhancing the cohesiveness and productivity of remote meetings. By creating a personalized experience, from customized agendas to sharing insights and recommendations, the platform ensures that remote interactions feel personal and meaningful.

Technology Strengthening Human Relationships: SigFig recognizes that technology's role in personal finance is not to take over but to strengthen human relationships. The platform is designed to facilitate meaningful connections and interactions between clients and advisors, acknowledging the importance of a human touch in financial services.Top of FormTop of Form

Mike Sha CEO & Co-founder, of SigFig

“As technology pioneers, SigFig not only addresses the challenges faced by traditional institutions but also propels financial entities toward a future where client engagement is seamless, data insights are powerful, and relationships are enduring.”