SigFig for Banks & Credit Unions

Deepen existing client relationships with modern wealth management services. We integrate with existing systems for effortless and compliant account opening, client onboarding and product suitability.

Transform Your Banking Experience with SigFig Digital Wealth Solutions

SigFig empowers banks and credit unions with cutting-edge digital wealth solutions, providing cost-effective, simple, risk-managed investment services your clients value.

What Our Partners Are Saying

“Santander Bank Partners with SigFig to Integrate New Digital Tools that will Modernize Client Investment Experience”

“Scotiabank empowers customers to take control of their investments with the launch of Scotia Smart Investor”

Overcome Challenges Faced by Banks & Credit Unions

Regulatory Compliance

Support your institution in maintaining regulatory compliance while adopting new technologies.

advisor and client shaking hands

Client Retention

Stand out in a competitive market by fostering deeper client relationships meeting them with the right product for their needs.

Seamless Integrations

Our solutions are white-labeled and integrate with your CRM, custodians, and other existing products to create a seamless platform.

Industry Insights for Banks and Credit Unions

[Upcoming Web Seminar] What’s Your Next Move? 3 Areas of Investment to Impact Clients Now
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.
Operational Efficiency for The Back Office: The Time is Now
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. 
Reducing Friction in Financial Management: Empowering Advisors and Clients for Success
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.