SigFig Expands Engage Platform with New AI Capabilities
2024年8月15日 - 10:15PM
ビジネスワイヤ(英語)
Collaborative solution creates interactive
digital advice experiences, increases efficiencies and empowers
financial advisors to create better client outcomes
SigFig, a leading digital wealth management solutions and
technology provider for financial institutions and their advisors,
today announced new capabilities, including AI-powered functions,
to its financial advisor collaboration platform, Engage.
Powering collaborative digital experiences for the most
essential aspects of financial advisor and client relationships,
Engage is purpose-built to blend human expertise and technology.
The platform combines a robust set of capabilities, including
AI-powered assistance for advisors and their teams to increase
their effectiveness, core integrations with leading industry
systems to drive efficiencies and collaborative digital experiences
to drive deeper client engagement.
New AI 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
“AI has the ability to dramatically increase financial advisor
productivity and effectiveness,” said Mike Sha, founder and CEO of
SigFig. “We know that advisors need to be able to focus on
fostering impactful relationships with their clients, truly
understanding their pain points and goals. Engage acts as a hub to
drive richer, more personalized client experiences, taking care of
those time-consuming, but necessary, administrative tasks, so
advisors can do exactly that.”
Enhanced Integrations
Engage also makes it easier for advisors to deliver personalized
advice by seamlessly integrating with their most utilized systems,
including Salesforce, Docusign, Microsoft and Google. The CRM
integration establishes a bi-directional data sync allowing
advisors to view client data in the Engage platform, and more
importantly, sync meeting notes, updated client details, follow-up
meetings and tasks into Salesforce – helping position the advisor
to accelerate the sales process and client conversions. An
open-architecture approach provides the flexibility to connect with
proprietary systems.
Collaborative Digital Experiences
The Engage platform also fosters interactive collaboration,
enabling clients to actively participate in the advice process,
allowing advisors to support their clients’ financial wellness
while helping to deepen their understanding of each client's unique
financial situation. SigFig has created a range of customizable
modules which cover a range of financial services topics including:
client prospecting, needs discovery, retirement planning, account
opening, annual client review, and more.
Engage is the latest addition to SigFig’s comprehensive digital
wealth ecosystem, alongside Digital Advice Pro, the modern managed
account platform that enables advisors to serve prospective and
existing clients more efficiently, and Digital Advice, the fully
automated personalized investment portfolio tool for clients not
served by an advisor or who prefer self-service.
For more information on SigFig and Engage, visit sigfig.com.
About SigFig
SigFig offers a suite of comprehensive digital wealth solutions
designed to empower financial institutions and their advisors to
create more meaningful client relationships. From customizable
investment programs to modern managed accounts platforms, SigFig’s
AI-powered tools enable financial professionals to dedicate more
time on what matters most - their clients. Founded in 2006, SigFig
partners with leading financial institutions in the U.S. and
Canada, including UBS, Wells Fargo, Citizens and Scotiabank. SigFig
serves nearly 1.5 million customers and more than 6,000 advisors on
the platform. Follow SigFig on LinkedIn and learn more at
sigfig.com.
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version on businesswire.com: https://www.businesswire.com/news/home/20240815395869/en/
SigFig Media Sarah Weaver press@sigfig.com