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Unlock the full potential of your institution with our customer-centric ecosystem of digital wealth solutions
We are a company that powers transparency
Using a combination of design, data science, and technology, SigFig helps empower people with the information and guidance they need to achieve their personal financial goals. We are proud of our partnerships with the world’s largest and most innovative financial institutions. SigFig helps clients access, and advisors provide, investment advice efficiently with next-generation digital experiences. We treasure innovation and value beautiful design and simplicity. Our team thrives on the opportunities created by technology.
Built for Enterprise Serve The Mass Affluent Multi-Channel Interaction Advisor Enablement Simplify Processes Digital-First Experience Security & Reliability The SigFig Digital Wealth Difference Serve The Mass Affluent Integrating investing with core banking with easy-to-understand portfolio options. Multi-Channel Interaction Deliver a hybrid advice model with solutions purpose-built for remote advice on any device. Advisor Enablement Risk tolerance questionnaires and needs discovery journeys help advisors......
Only SigFig Discover works across all channels to turn stated and unstated financial needs into engagement and growth opportunities. The challenges Discover was built for Changing Branch Traffic Pre-Appointment Preparation Digital Onboarding Dropoff Missed Referral Opportunities Incomplete Sales Processes Slow Lead Generation Declining Branch Traffic Digitizes the process of needs discovery so you can understand your customers from anywhere. Inconsistent......
SigFig's enterprise technology accelerates time to market in a secure, scalable, and compliant way. Its product, design, and growth labs fuel innovation, accelerate adoption, and create delight for clients. Enterprise digital advice platform Our platform is built on an open architecture that's designed to integrate easily into your platform. We work closely......