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.
When I was a child, my parents would file away what seemed like mountain-high stacks of financial papers and documents for their records. As I got older and time passed, I remember seeing mom and dad become less flustered around tax season and spend less effort “gathering the papers” for their quarterly financial advising meetings. […]
Design is a critical component to making a connection with a consumer. We all use websites and applications to interact with the various service providers in our lives, immediately knowing and recognizing which ones we like and which ones we don’t. Poorly-designed products and experiences can cause us to lose confidence in a brand, leading […]
The Evolution of Fintech, the Modern Investor, and Tomorrow’s Advisors Download now Executive Summary Financial technology has revolutionized money management and the investor experience. Investors are more tech-savvy and, therefore, more critical about digital capabilities than ever before, which places substantial pressure on wealth management providers and advisors. Those who incorporate frictionless UX and robust […]
In this webinar, you’ll learn how financial institutions are able to empower their financial professionals on the frontline to curate personalized, efficient and comprehensive remote consumer experiences.
This article was originally published on BAI. Ask someone in the financial services industry to define financial advice and most will point to wealth management and advisor-led financial planning for high net worth clients. But ask a customer, and they’ll give a more holistic definition that doesn’t set thresholds based on wealth, nor restrict advice only […]
SigFig Engage is the only remote engagement platform built specifically for financial services.
