SigFig

SigFig's Engage transforms how financial institutions connect with clients and grow their business, empowering advisors and facilitating asset gathering opportunities.

If you are interested in Sigfig's current product ecosystem check out the video below. Work smarter, not harder!

In a recent poll, 10% of financial advisors are actively using AI and 47% are using it for limited use cases. Of the advisors leveraging AI, 60% are using it to improve client service, 23% are automating tasks to reduce costs, and 17% are leveraging tools for growth. We're excited to power collaborative digital experiences for the most essential aspects of financial advisor and client relationships by blending human expertise and technology to revolutionize sales effectiveness and efficiency. Ready to lead your firm into the future of wealth management? Let's talk. #AI #WealthTech #DigitalTransformation *Poll results are from a recent Broadridge webinar to 152 financial advisors. SigFig Wealth Management, LLC is an SEC-registered investment adviser and a subsidiary of Nvest, Inc.

Once seen as a bright spot in the overall fintech ecosystem, the banking-as-a-service (BaaS) sector now faces growing challenges, highlighted by the recent bankruptcy of San Francisco-based BaaS fintech, Synapse. This has sparked concerns about the sector's financial stability, making banks rethink their fintech partnerships. But it's not all doom and gloom. Steven Mattus, CFA, Chief Investment Officer at SigFig, offers expert insights on how to build a scalable and successful BaaS program. His tips include: 👉 Client onboarding 👉 Goals-based financial planning 👉 Automated portfolio selection and rebalancing 👉 Pricing 👉 Shifting management focus to what matters most Catch the full article here to learn how to create a success BaaS program: https://lnkd.in/gtcH9pFR #FintechNews #Fintech #Banking #BaaS 

Product Update! We are thrilled to announce new capabilities, including AI-powered functions, to our financial advisor collaboration platform, Engage. At a time when what’s often more important to clients than financial returns is how they feel about their advisor, advisors need the right tools to foster holistic, impactful relationships. That’s where Engage comes in. Our new AI-powered capabilities include: 💡 AI-driven smart tips, offering in-meeting prompts and customizable recommendations based on real-time conversation analysis to uncover new growth opportunities. 🗂️ Proactive surfacing of the right content, tools, paperwork and workflows based on what’s being discussed in real-time. 📝 Automated transcripts, meeting summaries and post-meeting notes to help financial advisors spend less time on manual tasks and follow ups and more time on building strong client relationships. To learn more about this news, read here: https://lnkd.in/eeG4BqAd #AI #wealthmanagement #financialservices #advisorsuccess

Thank you to Craig Iskowitz for having our very own Mike Sha on WealthTech Today’s podcast! 🎧 In this episode, hear more about: 🤖 The power of AI in wealth management 🤝 How to execute virtual collaboration encompassing AI-advisor assistance 📈 Designing advisor tools focused on asset gathering and improving the client experience 🚀 What's next for SigFig ➕ And more! Listen to the full podcast episode here: https://lnkd.in/gAv-p3is #WealthTechToday #WealthManagement #AI

Ready to transform your wealth management sales process? 🚀 Join our webinar with SigFig's CEO, Mike Sha, and industry expert, Blair Morais, to discover how to: ✨ Consistently acquire new clients ✨ Deliver personalized advice at scale ✨ Leverage technology to enhance client experiences ✨ Drive sustainable growth for your firm July 17th at 11:00 am PT / 2:00 pm ET https://lnkd.in/gmKEii4J #wealthmanagement #digitaltransformation #financialservices #clientengagement #advisorsuccess

🚀 New Webinar July 17th, 11:00 am PT / 2:00 pm ET 🚀 Transform the way you acquire clients, deliver advice, and drive growth. Join our webinar, "Redefining the Sales Process: Blending Human Expertise with Digital Superpowers," and discover innovative approaches to creating consistent and improved client experiences across your organization. In this webinar, we’ll cover: > Challenges facing wealth management teams > Improving client experiences  > Delivering personalized advice efficiently > Streamlining advice delivery   > Balancing human expertise and digital solutions https://lnkd.in/gmKEii4J #wealthmanagement #digitaltransformation #financialservices #clientengagement #advisorsuccess

The combination of automation + software + financial advisors can redefine the sales process, increase client satisfaction, and drive growth. We've seen firsthand how tech-assisted advice, particularly goal-based personalization, can significantly increase client account balances. 📈 Clients with set goals have 70% higher account balances than those without. ✨ Personalization is the secret sauce. It's not just a trend – it's the key to turning five-figure accounts into six-figure success stories. The right digital tools can help: 🎯 Scale personalization to meet rising client expectations 🧲 Drive client engagement and attract new assets ⚙️ Streamline operations and free up advisors for high-value tasks If you're ready to deliver personalized experiences that drive growth and client satisfaction, let's connect. #wealthmanagement #digitaltransformation #fintech #personalization #clientengagement #financialadvisors *Data from 4/9/22- 5/9/24. Account balances include deposits and market movement fluctuations based on one large bank. Read the full article by Steven Mattus, CFA on BAI https://lnkd.in/gDNjmNSw

📈 Ready to take your wealth management firm to the next level? Join next week's webinar on Thurs, June 6th on how AI and tech can help you break the mold, capture new assets, and expand wallet share. We’re combining industry expertise with real use cases designed to drive your success in the digital era. Save your seat now! https://lnkd.in/geFiEC3K