Learn more from Sigfig CEO, Mike Sha, on WealthTech Today
Engaging Advisors Through AI-Powered Collaboration
[On Demand] What's Your Next Move? 3 Areas of Investment to Impact Clients Now
Top digital strategies for driving greater personalization and efficiencies
Steve Mattus
CIO & GM of Wealth
Steve leads SigFigโs investment strategy, style and policies, including strategic investments in AI intended to support the effectiveness and efficiency of advisors
Claire Willits Root
Director, Digital Wealth Product
Claire is instrumentally leading our digital wealth product solutions. Before SigFig, Claire spent many years at Gartner.
Tuhin Sen
Senior Product Manager, Engage
Tuhin leads Sigfig’s product, Engage. Before Sigfig, Tuhin has worked with organizations such as Uber, Lambdatest
and Deloitte.
We dedicated this event to address the pressing digital priorities of senior leaders in the banking, wealth management, and insurance industries.
In an era of rapid technological evolution, staying ahead of the curve is vital. This virtual event brought together industry experts, thought leaders, and innovators to explore the strategies and solutions that define where to place your bets in both digital wealth and AI-driven sales effective tools.
Why Listen?
In recent research, How can banks and lenders thrive in the era of uncertainty?, published by Moneylive, Smart Communications, and Salesforce, they identified 3 key priority areas in which senior executives at banks and other lenders were prioritizing digital investment:
- Achieving Agility, Flexibility, and Scalability:
In today’s dynamic market, agility, flexibility, and scalability are non-negotiable. Discover how SigFig can help you meet these challenges now.
- Optimization of Staff Effectiveness:
Reduce operational pressure and elevate staff effectiveness through digital automation. Learn how digital tools can redefine roles, making your team more efficient and customer-centric.
- Enabling Cutting-Edge Self-Service and Personalization
Explore the realm of AI analytics, generative AI, and cloud-based solutions to empower unparalleled self-service experiences. Elevate customer conversations management through advanced personalization, meeting the demands of today’s tech-savvy clientele.
