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.
Blog Posts:
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.
![[On Demand Web Seminar] Modernizing Digital Wealth to Deliver Financial Wellness](https://www.sigfig.com/home/wp-content/uploads/2023/05/SigFig-Preview-Graphics-2-1-1024x683.png)
Financial services—and indeed, the world at large—has undergone a dramatic shift this year. As we look ahead, our vision for empowering financial institutions to help clients achieve financial wellness will be critical for helping our partners unlock revenue to drive their strategic initiatives forward
We are dedicated to providing a seamless, efficient, and personalized experience in everything we do—websites included. We hope our new public identity facilitates meaningful connections with leaders across wealth management and enables new ideas for our industry.
