Industry Insights
We believe in making decisions from the lens of what’s best for our customers to create meaningful value and long-term impact. Discover how SigFig is challenging the status quo and uncovering solutions to help our clients meet their financial goals.
![[Upcoming Web Seminar] What’s Your Next Move? 3 Areas of Investment to Impact Clients Now](https://www.sigfig.com/home/wp-content/uploads/2023/09/Top-digital-strategies-for-driving-greater-personalization-and-efficiencies-ebinar-2.png)
How can bankers and other wealth management service providers survive in an era of such uncertainty?
By crafting vital operational and digital strategies for lasting firm growth.
We’re dedicating this event to addressing 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 will bring together industry experts, thought leaders, and innovators to explore the strategies and solutions that will define the future of digital transformation within digital wealth and screen-based collaboration.
When was the last time you heard of clients choosing an advisory firm because they have a “great back office?” While the answer to that may be “never,” many of the relationship-building activities that clients value most are made possible by back office efficiency. In fact, a strong operating system can generate one of your firm’s most precious assets — advisor time.
The financial services industry, like many others, continues to seek ways to reduce friction in the customer journey. Achieving financial wellness requires a proactive and informed approach by advisors and their clients. But along the road to building a productive investment management relationship are many areas of potential friction: from the emotional nature of financial decision making for clients, to inefficient systems and processes on the advisor's side.
We had the privilege of gathering with leaders from some of the industry’s largest wealth management firms for our web seminar. In our time together, we not only had a chance to share SigFig’s unique view on modernizing digital wealth, but gained a collective view of the group’s priorities through a series of live polls conducted throughout the session.
![[On Demand Web Seminar] It’s Not Monopoly Money: The Adoption of AI for Wealth Management](https://www.sigfig.com/home/wp-content/uploads/2023/06/SigFig-Preview-Graphics-7-1024x683.png)
View a thought-provoking virtual event where we explore the transformative power of AI in wealth management and its real-world implications. Gain insights from industry experts and discover how AI can revolutionize your financial institution.
If you attended Fintech Meetup, you likely cruised through the elaborate exhibit halls or attended sessions hosted by thought leaders. Our team spent time doing all of these things, then found ourselves gravitating towards a few themes and threads we consistently encountered.
