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.

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What Our Partners Are Saying

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

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

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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

Operational Efficiency for The Back Office: The Time is Now

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. 
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Reducing Friction in Financial Management: Empowering Advisors and Clients for Success

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.
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Unlock new growth opportunities within wealth management

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This website is operated and maintained by Nvest, Inc. Certain Enterprise Products described herein and partner relationships connected with those Products may involve investment advisory services provided by SigFig Wealth Management, LLC. SigFig Wealth Management, LLC is an SEC-registered investment adviser and a subsidiary of Nvest, Inc. Neither entity provides any legal or tax advice. This website is presented for financial institutions and investment professionals only and is not intended for individual consumers or investors. Our consumer website can be found at https://www.sigfig.com/site/#/home/am. All content presented herein and in any referenced or linked materials is provided for informational purposes only, and is not intended to communicate any advice, the basis for any financial decisions or a solicitation to offer advisory services. Information presented is believed to be from reliable sources and up to date, but we make no representations as to its accuracy or completeness. Opinions expressed are those of the individuals presenting them and are subject to change, and not necessarily those of Nvest, Inc. or SigFig Wealth Management, LLC. Hyperlinks are provided as a convenience. We disclaim any responsibility for information, services or products found on linked websites. Images and photographs are included for the sole purpose of visually enhancing the website. None of them show current or former clients and should not be construed as an endorsement or testimonial. All investing is subject to risk, including loss of principal. Historical performance is not a guarantee of future performance and clients may experience different results. © 2023 Nvest, Inc. All Rights Reserved.